ESOP · DOL Form 5500 · 2024
Dix.Hite + Partners, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $45,263
- Avg per participant Low balance/head
Official DOL plan name: Dix.Hite ESOP and Trust · Sponsored by Dix.Hite + Partners, Inc. · Florida · Professional & Technical Services
$2M in assets, 40 participants
Dix.Hite + Partners, Inc.'s Dix.Hite ESOP and Trust reported $2M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,832 in Professional & Technical Services (20,173 peers)
Dix.Hite + Partners, Inc. multi-year trail
Dix.Hite + Partners, Inc.'s plans moved +56.0% in assets from 2022 to 2024; this filing shows Dix.Hite ESOP and Trust at $2M / 40 participants.
- #4,832
- in Professional & Technical Services (20,173 peers)
- -18.5%
- assets change YoY
The plan reported a net loss of $391K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dix.Hite ESOP and Trust among the smaller filed plans by assets
Dix.Hite ESOP and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,810,504 28th percentile higher than 28% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dix.Hite ESOP and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dix.Hite ESOP and Trust is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dix.Hite ESOP and Trust reported net income fell from $1M in the plan year 2023 filing to -$391K in the plan year 2024 filing.
- Dix.Hite ESOP and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Dix.Hite ESOP and Trust reported participants fell from 45 in the plan year 2023 filing to 40 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 593368091 · Dix.Hite + Partners, Inc. PY 2024 · ESOP
Dix.Hite ESOP and Trust · $2M · 40 · 28th
- EIN $2M
- RANK 40
- PHOTO 28th
- IND ESOP
- EOY near Electro Power Inc. Employee Stock Ownership Plan
- 5500 ind #4832
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 Florida →
Dix.Hite ESOP and Trust in the asset neighbourhood
Dix.Hite + Partners, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dix.Hite + Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 56.010685049547604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42 | $1M |
| 2023 | 1 | 45 | $2M |
| 2024 | 1 | 40 | $2M |
Dix.Hite + Partners, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$391K |
| Employer EIN | 593368091 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Dix.Hite ESOP and Trust's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Electro Power Inc. Employee Stock Ownership Plan in WI ($2M); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 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.