ESOP · DOL Form 5500 · 2022

Dividend Assets Capital Holdings, Inc. ESOP

Data updated 2026-08-11

$4M
Total assets
14
Participants
44th
Percentile by assets
$258,644
Avg per participant
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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.

  • 44th percentile by assets (of 139,126 plans)
  • #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.

$4M
total plan assets (2022 EOY)
14
covered participants
44th
percentile by assets (of 139,126 plans)
$258,644
avg assets per participant

Where Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

State
South Carolina
Industry
Finance & Insurance

Dividend Assets Capital Holdings, Inc. across 3 plan years on file

Across the 3 plan years Dividend Assets Capital Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $5M, a gain of 36.2%, while reported participants moved from 14 to 9 (-35.7%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($4M).

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

$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.62M $4.93M ▲ +36.2%
Total plan assets by year, all Dividend Assets Capital Holdings, Inc. plans on file
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 ($M) Participants Dividend Assets Capi…, Total assets ($M): 3.621013 · Participants: 14Dividend Assets Capi…Bonitz, Inc. Employe…, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employe…Al's Liquor Store Ho…, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Ho…Synergi Employee Sto…, Total assets ($M): 15.319 · Participants: 242Synergi Employee Sto…Employees Stock Owne…, Total assets ($M): 13.911741 · Participants: 53Employees Stock Owne…Oobe Holdings, Inc. …, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. …
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. E… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Dividend Assets Capital Holdings, Inc. E…

Multi-year trail

Ways to act on Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
  • Dividend Assets Capital Holdings, Inc.'s sponsor-wide assets have grown 36.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.