ESOP · DOL Form 5500 · 2024

Dazey's, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
58
Participants Small participant base
55th
Percentile by assets National rank
$165,129
Avg per participant Above avg balance/head
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Official DOL plan name: Dazey's, Inc. Employee Stock Ownership Plan · Sponsored by Dazey's, Inc. · California · Retail Trade

$10M in assets, 58 participants

Dazey's, Inc.'s Dazey's, Inc. Employee Stock Ownership Plan reported $10M in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,260 in Retail Trade (8,048 peers)

2024 asset change

Dazey's, Inc. Employee Stock Ownership Plan pulled back noticeably 9.6% in 2024 ($11M → $10M) for 58 participants.

#5,260
in Retail Trade (8,048 peers)
-9.6%
assets change YoY

The plan reported a net loss of $995K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dazey's, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Dazey's, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,577,469 Top 45% higher than 55% 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

Dazey's, Inc. 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. Dazey's, Inc. Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dazey's, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$995K in the plan year 2024 filing.
  • Dazey's, Inc. Employee Stock Ownership Plan reported participants fell from 66 in the plan year 2023 filing to 58 in the plan year 2024 filing.
  • Dazey's, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 753112866 · Dazey's, Inc. PY 2024 · ESOP

Dazey's, Inc. Employee Stock Ownership Plan · $10M · 58 · 55th

  • SCH $10M
  • EBSA 58
  • PART 55th
  • TYPE ESOP
  • NET near Drake Cooper, Inc. Employee Stock Ownership Plan
  • BOOK ind #5260

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 →

Dazey's, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Great Lakes Components Employee Stock Ownership PlanGreat Lakes Components Emplo…$10MAutomatic Sprinkler of Texas, Inc. Employee Stock Ownership PlanAutomatic Sprinkler of Texas…$10MDazey's, Inc. Employee Stock Ownership PlanDazey's, Inc. Employee Stock…$10MDrake Cooper, Inc. Employee Stock Ownership PlanDrake Cooper, Inc. Employee …$10MTechnical Services, Inc. Employee Stock Ownership Plan and TrustTechnical Services, Inc. Emp…$10M
End-of-year total assets ($M) among Dazey's, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Dazey's, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Dazey's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.680681627281355% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $9.15M $9.58M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 68 $9M
2023 1 66 $11M
2024 1 58 $10M

2024 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$995K
Employer EIN753112866
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Dazey's, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Dazey's, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009577469 · Participants: 58Dazey's, Inc. 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
Dazey's, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Dazey's, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dazey's, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Drake Cooper, Inc. Employee Stock Ownership Plan in ID ($10M); by covered participants it is Washington State Bancshares, Inc Employee Stock Ownership Plan in LA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Dazey's, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Dazey's, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.6% during 2024, from $11M to $10M. Reported net income was -$995K.
How have Dazey's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dazey's, Inc.'s sponsor-wide assets grew 4.7%, from $9M to $10M.
Which ESOP plans are similar in size to Dazey's, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Drake Cooper, Inc. Employee Stock Ownership Plan in ID ($10M, 59 participants).
Which ESOP plans cover a similar participant headcount to Dazey's, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Washington State Bancshares, Inc Employee Stock Ownership Plan in LA (58 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 753112866.

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.