ESOP · DOL Form 5500 · 2024

Dennis Allen Associates ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
60
Participants Small participant base
41st
Percentile by assets National rank
$79,004
Avg per participant Below avg balance/head
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Official DOL plan name: Dennis Allen Associates Employee Stock Ownership Plan · Sponsored by Dennis Allen Associates · California · Construction

$5M in assets, 60 participants

Dennis Allen Associates's Dennis Allen Associates Employee Stock Ownership Plan reported $5M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 41st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,570 in Construction (9,039 peers)

Dennis Allen Associates multi-year trail

Dennis Allen Associates's plans moved +99.1% in assets from 2022 to 2024; this filing shows Dennis Allen Associates Employee Stock Ownership Plan at $5M / 60 participants.

#3,570
in Construction (9,039 peers)
+15.8%
assets growth YoY

Dennis Allen Associates Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Dennis Allen Associates Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,740,216 41st percentile higher than 41% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Dennis Allen Associates Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dennis Allen Associates Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dennis Allen Associates Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $619K in the plan year 2024 filing.
  • Dennis Allen Associates Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Dennis Allen Associates Employee Stock Ownership Plan reported participants fell from 62 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770101316 · Dennis Allen Associates PY 2024 · ESOP

Dennis Allen Associates Employee Stock Ownership Plan · $5M · 60 · 41st

  • EIN $5M
  • EIN 60
  • EIN 41st
  • EIN ESOP
  • EIN near Nelco Employee Stock Ownership Plan and Trust
  • EIN ind #3570

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in California →

Dennis Allen Associates Employee Stock Ownership Plan in the asset neighbourhood

Dennis Allen Associates Employee Stock Ownership PlanDennis Allen Associates Empl…$5MNelco Employee Stock Ownership Plan and TrustNelco Employee Stock Ownersh…$5MNational Electrostatics Corp. Employee Stock Ownership PlanNational Electrostatics Corp…$5MLesco, Inc. Employee Stock Ownership PlanLesco, Inc. Employee Stock O…$5MAveka Group, Inc. Employee Stock Ownership Plan and TrustAveka Group, Inc. Employee S…$5M
End-of-year total assets ($M) among Dennis Allen Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Dennis Allen Associates multi-year asset trail

Sponsor-wide plan assets over time

All Dennis Allen Associates plans reported in each filing year

Latest sponsor-wide plan assets
$5M 99.11795605070472% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.38M $4.74M ▲ +99.2%
Year Plans Participants Total Assets
2022 1 64 $2M
2023 1 62 $4M
2024 1 60 $5M

Dennis Allen Associates filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$619K
Employer EIN770101316
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Dennis Allen Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Dennis Allen Associates Employee Stock Ownership Plan, Total assets ($B): 0.004740216 · Participants: 60Dennis Allen Associates Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Dennis Allen Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Dennis Allen Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Dennis Allen Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Nelco Employee Stock Ownership Plan and Trust in IA ($5M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dennis Allen Associates Employee Stock Ownership Plan assets move in 2024? ▼
Dennis Allen Associates Employee Stock Ownership Plan grew sharply - up 15.8% during 2024, from $4M to $5M. Reported net income was $619K.
How have Dennis Allen Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dennis Allen Associates's sponsor-wide assets grew 99.1%, from $2M to $5M.
Which ESOP plans are similar in size to Dennis Allen Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nelco Employee Stock Ownership Plan and Trust in IA ($5M, 34 participants).
Which ESOP plans cover a similar participant headcount to Dennis Allen Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770101316.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.