ESOP · DOL Form 5500 · 2022

Dividend Assets Capital Holdings, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
44th
Percentile by assets National rank
$258,644
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Dividend Assets Capital Holdings, Inc. · South Carolina · Finance & Insurance

$4M in assets, 14 participants

Dividend Assets Capital Holdings, Inc.'s Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan reported $4M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,777 in Finance & Insurance (9,261 peers)

Dividend Assets Capital Holdings, Inc. multi-year trail

Dividend Assets Capital Holdings, Inc.'s plans moved +36.2% in assets from 2022 to 2024; this filing shows Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan at $4M / 14 participants.

#2,777
in Finance & Insurance (9,261 peers)
+12.1%
assets growth YoY

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,621,013 44th percentile higher than 44% 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

Dividend Assets Capital Holdings, Inc. 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. Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 471952708 · Dividend Assets Capital Holdings, Inc. PY 2022 · ESOP

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan · $4M · 14 · 44th

  • 5500 $4M
  • ASSETS 14
  • PCT 44th
  • EIN ESOP
  • RANK near Molded Fiber Glass Companies Employees Stock Ownership Plan
  • PHOTO ind #2777

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 South Carolina →

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership PlanDividend Assets Capital Hold…$4MMolded Fiber Glass Companies Employees Stock Ownership PlanMolded Fiber Glass Companies…$4MStudio Moulding, Inc. Employee Stock Ownership PlanStudio Moulding, Inc. Employ…$4MNorth Penn Telephone Company Employee Stock Ownership PlanNorth Penn Telephone Company…$4MWood Harbinger, Inc. Employee Stock Ownership PlanWood Harbinger, Inc. Employe…$4M
End-of-year total assets ($M) among Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Dividend Assets Capital Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dividend Assets Capital Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.151043920582445% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.62M $4.93M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 7 $4M
2024 1 9 $5M

Dividend Assets Capital Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$449K
Employer EIN471952708
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 01020304050 Total assets ($M) Participants Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.621013 · Participants: 14Dividend Assets Capital Holdings, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership Plan
Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Molded Fiber Glass Companies Employees Stock Ownership Plan in OH ($4M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.1% during 2022, from $3M to $4M. Reported net income was $449K.
How have Dividend Assets Capital Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dividend Assets Capital Holdings, Inc.'s sponsor-wide assets grew 36.2%, from $4M to $5M.
Which ESOP plans are similar in size to Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Molded Fiber Glass Companies Employees Stock Ownership Plan in OH ($4M, 1,050 participants).
Which ESOP plans cover a similar participant headcount to Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants, $2M 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 471952708.

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.