ESOP · DOL Form 5500 · 2024

Dks Associates ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
160
Participants Small participant base
73rd
Percentile by assets National rank
$147,023
Avg per participant Above avg balance/head
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Official DOL plan name: Dks Associates Employee Stock Ownership Plan & Trust · Sponsored by Dks Associates · Oregon · Professional & Technical Services

$24M in assets, 160 participants

Dks Associates's Dks Associates Employee Stock Ownership Plan & Trust reported $24M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,705 in Professional & Technical Services (20,173 peers)

Coverage in Oregon

Dks Associates Employee Stock Ownership Plan & Trust covers 160 participants in Oregon, about 36% of the average Oregon filer (state average ~443 per filing). Assets: $24M.

#14,705
in Professional & Technical Services (20,173 peers)
+5.2%
assets growth YoY

Dks Associates Employee Stock Ownership Plan & Trust's outsized position by total assets

Dks Associates Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$23,523,755 Top 27% higher than 73% 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

Dks Associates Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dks Associates Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dks Associates Employee Stock Ownership Plan & Trust reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Dks Associates Employee Stock Ownership Plan & Trust reported participants rose from 139 in the plan year 2023 filing to 160 in the plan year 2024 filing.
  • Dks Associates Employee Stock Ownership Plan & Trust end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942583153 · Dks Associates PY 2024 · ESOP

Dks Associates Employee Stock Ownership Plan & Trust · $24M · 160 · 73rd

  • NET $24M
  • BOOK 160
  • VS-ST 73rd
  • BOY ESOP
  • SCH near United Forming, Inc. Employee Stock Ownership Plan
  • EBSA ind #14705

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 Oregon →

Dks Associates Employee Stock Ownership Plan & Trust in the asset neighbourhood

Abrasives Incorporated Employee Stock Ownership PlanAbrasives Incorporated Emplo…$24MH. M. Cragg Co. Employee Stock Ownership Plan and TrustH. M. Cragg Co. Employee Sto…$24MKesslers Diamond Center Inc. Employee Stock Ownership PlanKesslers Diamond Center Inc.…$24MUnited Forming, Inc. Employee Stock Ownership PlanUnited Forming, Inc. Employe…$24MDks Associates Employee Stock Ownership Plan & TrustDks Associates Employee Stoc…$24M
End-of-year total assets ($M) among Dks Associates Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN942583153
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dks Associates)

Sponsor-wide plan assets over time

All Dks Associates plans reported in each filing year

Latest sponsor-wide plan assets
$56M 33.739585572115274% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.7M $55.8M ▲ +33.7%
Year Plans Participants Total Assets
2022 2 257 $42M
2023 2 278 $50M
2024 2 305 $56M

Nearby ESOP Plans in Oregon

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

Dks Associates Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0100200300400 Total assets ($M) Participants Dks Associates Employee Stock Ownership Plan & Trust, Total assets ($M): 23.523755 · Participants: 160Dks Associates Employee Stock Ownership Plan & TrustBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Dks Associates Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Dks Associates Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Dks Associates Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is United Forming, Inc. Employee Stock Ownership Plan in GA ($24M); by covered participants it is B S K Associates Employee Stock Ownership Plan in CA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Dks Associates Employee Stock Ownership Plan & Trust assets move in 2024? ▼
Dks Associates Employee Stock Ownership Plan & Trust grew at a solid clip - up 5.2% during 2024, from $22M to $24M. Reported net income was $2M.
How have Dks Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dks Associates's sponsor-wide assets grew 33.7%, from $42M to $56M.
Which ESOP plans are similar in size to Dks Associates Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is United Forming, Inc. Employee Stock Ownership Plan in GA ($24M, 135 participants).
Which ESOP plans cover a similar participant headcount to Dks Associates Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is B S K Associates Employee Stock Ownership Plan in CA (160 participants, $20M 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 942583153.

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.