ESOP · DOL Form 5500 · 2022

C. S. Davidson, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
78
Participants Small participant base
60th
Percentile by assets National rank
$99,274
Avg per participant Below avg balance/head
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Official DOL plan name: C. S. Davidson, Inc. Employee Stock Ownership Plan · Sponsored by C. S. Davidson, Inc. · Pennsylvania · Professional & Technical Services

$8M in assets, 78 participants

C. S. Davidson, Inc.'s C. S. Davidson, Inc. Employee Stock Ownership Plan reported $8M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,455 in Professional & Technical Services (21,562 peers)

C. S. Davidson, Inc. multi-year trail

C. S. Davidson, Inc.'s plans moved +15.6% in assets from 2022 to 2024; this filing shows C. S. Davidson, Inc. Employee Stock Ownership Plan at $8M / 78 participants.

#12,455
in Professional & Technical Services (21,562 peers)
-0.0%
assets change YoY

C. S. Davidson, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

C. S. Davidson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,743,383 Top 40% higher than 60% 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

C. S. Davidson, 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. C. S. Davidson, Inc. Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 231305536 · C. S. Davidson, Inc. PY 2022 · ESOP

C. S. Davidson, Inc. Employee Stock Ownership Plan · $8M · 78 · 60th

  • BOY $8M
  • SCH 78
  • EBSA 60th
  • PART ESOP
  • TYPE near Peerless Holdings, Inc. Employee Stock Ownership Plan
  • NET ind #12455

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 Pennsylvania →

C. S. Davidson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ibex Enterprises Employee Stock Ownership PlanIbex Enterprises Employee St…$8MC. S. Davidson, Inc. Employee Stock Ownership PlanC. S. Davidson, Inc. Employe…$8MPeerless Holdings, Inc. Employee Stock Ownership PlanPeerless Holdings, Inc. Empl…$8MRael & Letson Employee Stock Ownership PlanRael & Letson Employee Stock…$8MThe Stark Group, Inc. Employee Stock Ownership PlanThe Stark Group, Inc. Employ…$8M
End-of-year total assets ($M) among C. S. Davidson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

C. S. Davidson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All C. S. Davidson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 15.61668846807655% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.74M $8.95M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 78 $8M
2023 1 79 $8M
2024 1 78 $9M

C. S. Davidson, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income$148K
Employer EIN231305536
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

C. S. Davidson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants C. S. Davidson, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007743383 · Participants: 78C. S. Davidson, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
C. S. Davidson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare C. S. Davidson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

C. S. Davidson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Peerless Holdings, Inc. Employee Stock Ownership Plan in IN ($8M); by covered participants it is Busch Products, Inc. Employee Stock Ownership Plan in NY (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 C. S. Davidson, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
C. S. Davidson, Inc. Employee Stock Ownership Plan held essentially flat - down 0.0% during 2022, from $8M to $8M. Reported net income was $148K.
How have C. S. Davidson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. S. Davidson, Inc.'s sponsor-wide assets grew 15.6%, from $8M to $9M.
Which ESOP plans are similar in size to C. S. Davidson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Peerless Holdings, Inc. Employee Stock Ownership Plan in IN ($8M, 95 participants).
Which ESOP plans cover a similar participant headcount to C. S. Davidson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Busch Products, Inc. Employee Stock Ownership Plan in NY (78 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 231305536.

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.