ESOP · DOL Form 5500 · 2022

Dale Medical Products, Inc. ESOP

Data updated 2026-08-25

$532K
Total assets Small plan by assets
69
Participants Small participant base
19th
Percentile by assets National rank
$7,716
Avg per participant Low balance/head
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Official DOL plan name: Dale Medical Products Employee Stock Ownership Plan · Sponsored by Dale Medical Products, Inc. · Massachusetts · Manufacturing

$532K in assets, 69 participants

Dale Medical Products, Inc.'s Dale Medical Products Employee Stock Ownership Plan reported $532K in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,637 in Manufacturing (20,602 peers)

Dale Medical Products, Inc. multi-year trail

Dale Medical Products, Inc.'s plans moved +4979.9% in assets from 2022 to 2024; this filing shows Dale Medical Products Employee Stock Ownership Plan at $532K / 69 participants.

#1,637
in Manufacturing (20,602 peers)
-39.1%
assets change YoY

The plan reported a net loss of $343K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dale Medical Products Employee Stock Ownership Plan among the smaller filed plans by assets

Dale Medical Products Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$532,422 19th percentile higher than 19% of 139,123 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 2022

Dale Medical Products Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dale Medical Products Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042300185 · Dale Medical Products, Inc. PY 2022 · ESOP

Dale Medical Products Employee Stock Ownership Plan · $532K · 69 · 19th

  • EIN $532K
  • EIN 69
  • EIN 19th
  • EIN ESOP
  • EIN near Amp Creative Employee Stock Ownership Plan
  • EIN ind #1637

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 Massachusetts →

Dale Medical Products Employee Stock Ownership Plan in the asset neighbourhood

Dale Medical Products Employee Stock Ownership PlanDale Medical Products Employ…$532KAmp Creative Employee Stock Ownership PlanAmp Creative Employee Stock …$532KCustom Interface, Inc. Employee Stock Ownership Plan and TrustCustom Interface, Inc. Emplo…$533KProfessional Pump Corporation Employee Stock Ownership PlanProfessional Pump Corporatio…$533KUnion Grove Lumber and True Value Co. Employee Stock Ownership Plan and TrustUnion Grove Lumber and True …$534K
End-of-year total assets ($M) among Dale Medical Products Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Dale Medical Products, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dale Medical Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 4979.8866312812015% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $0.53M $27.1M ▲ +5003.8%
Year Plans Participants Total Assets
2022 1 69 $532K
2023 1 56 $16M
2024 1 53 $27M

Dale Medical Products, Inc. filing trail (2022)

Total Assets (Beginning of Year)$875K
Net Assets (End of Year)$532K
Net Income-$343K
Employer EIN042300185
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Dale Medical Products Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Dale Medical Products Employee Stock Ownership Plan, Total assets ($M): 0.532422 · Participants: 69Dale Medical Products Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Dale Medical Products Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Dale Medical Products Employee Stock Ownership Plan side-by-side with 3 peers →

Dale Medical Products Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Amp Creative Employee Stock Ownership Plan in TX ($532K); by covered participants it is The Chase Construction Group Employee Stock Ownership Plan in TN (69 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dale Medical Products Employee Stock Ownership Plan assets move in 2022? ▼
Dale Medical Products Employee Stock Ownership Plan contracted severely - down 39.1% during 2022, from $875K to $532K. Reported net income was -$343K.
How have Dale Medical Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dale Medical Products, Inc.'s sponsor-wide assets grew 4979.9%, from $532K to $27M.
Where does Dale Medical Products Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Dale Medical Products Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Dale Medical Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amp Creative Employee Stock Ownership Plan in TX ($532K, 30 participants).
Which ESOP plans cover a similar participant headcount to Dale Medical Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Chase Construction Group Employee Stock Ownership Plan in TN (69 participants, $45M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042300185.

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.