ESOP · DOL Form 5500 · 2022

Davis & Associates, Incorporated ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
32
Participants Small participant base
66th
Percentile by assets National rank
$327,313
Avg per participant High balance/head
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Official DOL plan name: Davis & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Davis & Associates, Incorporated · Minnesota · Wholesale Trade

$10M in assets, 32 participants

Davis & Associates, Incorporated's Davis & Associates, Inc. Employee Stock Ownership Plan and Trust reported $10M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,011 in Wholesale Trade (6,843 peers)

Davis & Associates, Incorporated multi-year trail

Davis & Associates, Incorporated's plans moved +188.0% in assets from 2022 to 2024; this filing shows Davis & Associates, Inc. Employee Stock Ownership Plan and Trust at $10M / 32 participants.

#4,011
in Wholesale Trade (6,843 peers)
+50.3%
assets growth YoY

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$10,474,000 Top 34% higher than 66% 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

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis & Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (32 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 410975255 · Davis & Associates, Incorporated PY 2022 · ESOP

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust · $10M · 32 · 66th

  • PCT $10M
  • EIN 32
  • RANK 66th
  • PHOTO ESOP
  • IND near First Fontanelle Employee Stock Ownership Plan
  • EOY ind #4011

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 Minnesota →

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Harpoon Brewery Employee Stock Ownership PlanHarpoon Brewery Employee Sto…$10MDavis & Associates, Inc. Employee Stock Ownership Plan and TrustDavis & Associates, Inc. Emp…$10MFirst Fontanelle Employee Stock Ownership PlanFirst Fontanelle Employee St…$10MFahs Construction Group, Inc. Employee Stock Ownership PlanFahs Construction Group, Inc…$10MGroup Builders, Inc. Employee Stock Ownership PlanGroup Builders, Inc. Employe…$10M
End-of-year total assets ($M) among Davis & Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Davis & Associates, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Davis & Associates, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$30M 187.99257208325378% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $10.5M $30.2M ▲ +188.1%
Year Plans Participants Total Assets
2022 1 32 $10M
2023 1 38 $18M
2024 1 36 $30M

Davis & Associates, Incorporated filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN410975255
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Davis & Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 10.474 · Participants: 32Davis & Associates, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Davis & Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Davis & Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is First Fontanelle Employee Stock Ownership Plan in IA ($10M); by covered participants it is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

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 Davis & Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Davis & Associates, Inc. Employee Stock Ownership Plan and Trust surged - up 50.3% during 2022, from $7M to $10M. Reported net income was $4M.
How have Davis & Associates, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis & Associates, Incorporated's sponsor-wide assets grew 188.0%, from $10M to $30M.
Which ESOP plans are similar in size to Davis & Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is First Fontanelle Employee Stock Ownership Plan in IA ($10M, 45 participants).
Which ESOP plans cover a similar participant headcount to Davis & Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants, $3M 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 410975255.

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.