ESOP · DOL Form 5500 · 2024
Shalley-Dibble, Inc. Dba the Engineering Enterprise ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $153,735
- Avg per participant Above avg balance/head
Official DOL plan name: Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan · Sponsored by Shalley-Dibble, Inc. Dba the Engineering Enterprise · California · Professional & Technical Services
$8M in assets, 49 participants
Shalley-Dibble, Inc. Dba the Engineering Enterprise's Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan reported $8M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,667 in Professional & Technical Services (20,173 peers)
Shalley-Dibble, Inc. Dba the Engineering Enterprise multi-year trail
Shalley-Dibble, Inc. Dba the Engineering Enterprise's plans moved +50.7% in assets from 2022 to 2024; this filing shows Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan at $8M / 49 participants.
- #9,667
- in Professional & Technical Services (20,173 peers)
- +27.3%
- assets growth YoY
Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,533,019 Top 50% higher than 50% 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
Shalley-Dibble, Inc. Dba the Enginering Enterprise 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. Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan reported net income rose from $919K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2023 filing to 49 in the plan year 2024 filing.
DOL schedule card
Filing strip 942437402 · Shalley-Dibble, Inc. Dba the Engineering Enterprise PY 2024 · ESOP
Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan · $8M · 49 · 50th
- PHOTO $8M
- PHOTO 49
- PHOTO 50th
- PHOTO ESOP
- PHOTO near Lbs Employee Stock Ownership Plan
- PHOTO ind #9667
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 →
Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan in the asset neighbourhood
Shalley-Dibble, Inc. Dba the Engineering Enterprise multi-year asset trail
Sponsor-wide plan assets over time
All Shalley-Dibble, Inc. Dba the Engineering Enterprise plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 50.67469409593911% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $5M |
| 2023 | 1 | 45 | $6M |
| 2024 | 1 | 49 | $8M |
Shalley-Dibble, Inc. Dba the Engineering Enterprise filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 942437402 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Lbs Employee Stock Ownership Plan in IA ($8M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (49 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.