ESOP · DOL Form 5500 · 2022

Durbin Bennett Tax Advisors, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
16
Participants Small participant base
29th
Percentile by assets National rank
$86,729
Avg per participant Below avg balance/head
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Official DOL plan name: Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Durbin Bennett Tax Advisors, Inc. · Texas · Professional & Technical Services

$1M in assets, 16 participants

Durbin Bennett Tax Advisors, Inc.'s Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan reported $1M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,386 in Professional & Technical Services (21,562 peers)

Durbin Bennett Tax Advisors, Inc. multi-year trail

Durbin Bennett Tax Advisors, Inc.'s plans moved +50.4% in assets from 2022 to 2024; this filing shows Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan at $1M / 16 participants.

#5,386
in Professional & Technical Services (21,562 peers)
+18.9%
assets growth YoY

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,387,665 29th percentile higher than 29% 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

Durbin Bennett Tax Advisors, 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. Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 472401640 · Durbin Bennett Tax Advisors, Inc. PY 2022 · ESOP

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan · $1M · 16 · 29th

  • IND $1M
  • IND 16
  • IND 29th
  • IND ESOP
  • IND near Hinman & Hinman Trust Mpp
  • IND ind #5386

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 Texas →

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership PlanDurbin Bennett Tax Advisors,…$1MHinman & Hinman Trust Mpp$1MMcinnis Brothers Construction, Inc. Employee Stock Ownership PlanMcinnis Brothers Constructio…$1MTollefson Funeral Home, Inc. ESOPTollefson Funeral Home, Inc.…$1MRay Lindsey Company Employee Stock Ownership PlanRay Lindsey Company Employee…$1M
End-of-year total assets ($M) among Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Durbin Bennett Tax Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Durbin Bennett Tax Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 50.391052595547194% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.39M $2.09M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 16 $1M
2023 1 14 $2M
2024 1 16 $2M

Durbin Bennett Tax Advisors, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$304K
Employer EIN472401640
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001387665 · Participants: 16Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Hinman & Hinman Trust Mpp in CO ($1M); by covered participants it is Carcione's Fresh Produce Co., Inc. Employee Stock Ownership Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan grew sharply - up 18.9% during 2022, from $1M to $1M. Reported net income was $304K.
How have Durbin Bennett Tax Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Durbin Bennett Tax Advisors, Inc.'s sponsor-wide assets grew 50.4%, from $1M to $2M.
Which ESOP plans are similar in size to Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hinman & Hinman Trust Mpp in CO ($1M, 7 participants).
Which ESOP plans cover a similar participant headcount to Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carcione's Fresh Produce Co., Inc. Employee Stock Ownership Plan in CA (16 participants, N/A 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 472401640.

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.