ESOP · DOL Form 5500 · 2024

Dfa New York, LLC ESOP

Data updated 2026-08-25

$134
Total assets Small plan by assets
10
Participants Small participant base
0th
Percentile by assets National rank
$13
Avg per participant Low balance/head
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Official DOL plan name: Dfa New York Employee Stock Ownership Plan · Sponsored by Dfa New York, LLC · New York · Wholesale Trade

$134 in assets, 10 participants

Dfa New York, LLC's Dfa New York Employee Stock Ownership Plan reported $134 in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 0th 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.

  • #8 in Wholesale Trade (6,080 peers)

Dfa New York, LLC multi-year trail

Dfa New York, LLC's plans moved -100.0% in assets from 2022 to 2024; this filing shows Dfa New York Employee Stock Ownership Plan at $134 / 10 participants.

#8
in Wholesale Trade (6,080 peers)
-100.0%
assets change YoY

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dfa New York Employee Stock Ownership Plan among the smaller filed plans by assets

Dfa New York Employee Stock Ownership Plan vs every filed plan by assets

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

$134 0th percentile higher than 0% 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

Dfa New York Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dfa New York Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Dfa New York Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$14M in the plan year 2024 filing.
  • Dfa New York Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2022 filing to $134 in the plan year 2024 filing.
  • Dfa New York Employee Stock Ownership Plan reported participants fell from 22 in the plan year 2022 filing to 10 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 272166849 · Dfa New York, LLC PY 2024 · ESOP

Dfa New York Employee Stock Ownership Plan · $134 · 10 · 0th

  • BOOK $134
  • VS-ST 10
  • BOY 0th
  • SCH ESOP
  • EBSA near Med-Response, Inc. Employee Stock Ownership Plan
  • PART ind #8

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 New York →

Dfa New York Employee Stock Ownership Plan in the asset neighbourhood

Dfa New York Employee Stock Ownership PlanDfa New York Employee Stock …$134Med-Response, Inc. Employee Stock Ownership PlanMed-Response, Inc. Employee …$157Micro Craft ESOP$108Tepcon Construction Employee Stock Ownership PlanTepcon Construction Employee…$100Tri-Wire Employee Stock Ownership PlanTri-Wire Employee Stock Owne…$62
End-of-year total assets ($M) among Dfa New York Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Dfa New York, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dfa New York, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$134 99.99910546118616% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 20222024 $15M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 22 $15M
2024 1 10 $134

Dfa New York, LLC filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)-$31M
Net Income-$14M
Employer EIN272166849
Plan Effective Date2018-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Dfa New York Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Dfa New York Employee Stock Ownership Plan, Total assets ($M): 0.000134 · Participants: 10Dfa New York Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Dfa New York Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Dfa New York Employee Stock Ownership Plan side-by-side with 3 peers →

Dfa New York Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Med-Response, Inc. Employee Stock Ownership Plan in WV ($157); by covered participants it is Micro USA, Inc. Employee Stock Ownership Plan in CA (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134 here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Dfa New York Employee Stock Ownership Plan assets move in 2024? ▼
Dfa New York Employee Stock Ownership Plan contracted severely - down 100.0% during 2024, from $17M to $134. Reported net income was -$14M.
How have Dfa New York, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Dfa New York, LLC's sponsor-wide assets declined 100.0%, from $15M to $134.
Where does Dfa New York Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Dfa New York Employee Stock Ownership Plan ranks in the 0th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Dfa New York Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Med-Response, Inc. Employee Stock Ownership Plan in WV ($157, 9 participants).
Which ESOP plans cover a similar participant headcount to Dfa New York Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Micro USA, Inc. Employee Stock Ownership Plan in CA (10 participants, N/A 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 272166849.

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.