ESOP · DOL Form 5500 · 2022
Daubert Industries Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $258,864
- Avg per participant Above avg balance/head
Official DOL plan name: Daubert Industries Inc. Employee Stock Ownership Plan · Sponsored by Daubert Industries Inc. · Illinois · Management of Enterprises
$6M in assets, 25 participants
Daubert Industries Inc.'s Daubert Industries Inc. Employee Stock Ownership Plan reported $6M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #429 in Management of Enterprises (1,193 peers)
Management of Enterprises sector rank
Within Management of Enterprises, Daubert Industries Inc. Employee Stock Ownership Plan ranks #429 of 1,193 2022 filers by assets (5494% of the sector average)-$6M for 25 participants.
- #429
- in Management of Enterprises (1,193 peers)
- -17.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Daubert Industries Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers
Daubert Industries Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,471,591 Top 44% higher than 56% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Daubert Industries 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. Daubert Industries Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 364161062 · Daubert Industries Inc. PY 2022 · ESOP
Daubert Industries Inc. Employee Stock Ownership Plan · $6M · 25 · 56th
- NET $6M
- NET 25
- NET 56th
- NET ESOP
- NET near The Kellen Company Employee Stock Ownership Plan
- NET ind #429
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 Illinois →
Daubert Industries Inc. Employee Stock Ownership Plan in the asset neighbourhood
Management of Enterprises filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 364161062 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Daubert Industries Inc.)
Sponsor-wide plan assets over time
All Daubert Industries Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 15.614953228113823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 228 | $55M |
| 2023 | 1 | 204 | $56M |
| 2024 | 1 | 230 | $63M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Daubert Industries Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is The Kellen Company Employee Stock Ownership Plan in GA ($6M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- The Kellen Company Employee Stock Ownership Plan (GA) $6M · 34
- Electracom Supply, Inc. Employee Stock Ownership Plan (TX) $6M · 17
- Off Road Equipment Parts, Inc. Employee Stock Ownership Plan (TN) $6M · 24
- Northwest Engineering Service, Inc. Restated Employee Stock Ownership Plan and Trust (OR) $6M · 48
Similar participant headcount
Nearest other-state filings by covered participants (25 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.