ESOP · DOL Form 5500 · 2022

David Clark Holdings, Inc. ESOP

Data updated 2026-08-25

$192M
Total assets Near avg plan size
220
Participants Below avg headcount
95th
Percentile by assets National rank
$871,755
Avg per participant High balance/head
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Official DOL plan name: David Clark Employee Stock Ownership Plan · Sponsored by David Clark Holdings, Inc. · Massachusetts · Manufacturing

$192M in assets, 220 participants

David Clark Holdings, Inc.'s David Clark Employee Stock Ownership Plan reported $192M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,134 in Manufacturing (20,602 peers)

Coverage in Massachusetts

David Clark Employee Stock Ownership Plan covers 220 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $192M.

#19,134
in Manufacturing (20,602 peers)
+7.0%
assets growth YoY
1.9×
vs typical plan assets (national mean)

David Clark Employee Stock Ownership Plan's outsized position by total assets

David Clark Employee Stock Ownership Plan vs every filed plan by assets

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

$191,786,000 Top 5% higher than 95% 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

David Clark Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Clark Employee Stock Ownership Plan sits mid-pack in the medium band (220 participants).

Plan-year Form 5500 strip

Filing strip 844259761 · David Clark Holdings, Inc. PY 2022 · ESOP

David Clark Employee Stock Ownership Plan · $192M · 220 · 95th

  • IND $192M
  • IND 220
  • IND 95th
  • IND ESOP
  • IND near Motor City Electric Co. Employee Stock Ownership Plan
  • IND ind #19134

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 Massachusetts →

David Clark Employee Stock Ownership Plan in the asset neighbourhood

Hannibal Industries, Inc. Employee Stock Ownership PlanHannibal Industries, Inc. Em…$194MDavid Clark Employee Stock Ownership PlanDavid Clark Employee Stock O…$192MMotor City Electric Co. Employee Stock Ownership PlanMotor City Electric Co. Empl…$191MHometown Community Bancorp, Inc. Employee Stock Ownership Plan & TrustHometown Community Bancorp, …$191MPima Medical Institute Employee Stock Ownership PlanPima Medical Institute Emplo…$190M
End-of-year total assets ($M) among David Clark Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$140M
Net Income$4M
Employer EIN844259761
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Clark Holdings, Inc.)

Sponsor-wide plan assets over time

All David Clark Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$241M 0.010061908640632824% vs 2022
2024 filing year
$230M$240M$250M$260M$270M 202220232024 $241M $241M ▼ -0.0%
Year Plans Participants Total Assets
2022 2 479 $241M
2023 2 489 $266M
2024 2 496 $241M

Nearby ESOP Plans in Massachusetts

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

David Clark Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 100200300400500600 Total assets ($M) Participants David Clark Employee Stock Ownership Plan, Total assets ($M): 191.786 · Participants: 220David Clark Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
David Clark Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare David Clark Employee Stock Ownership Plan side-by-side with 3 peers →

David Clark Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Motor City Electric Co. Employee Stock Ownership Plan in MI ($191M); by covered participants it is Hunt Electric Employee Stock Ownership Plan and Trust in MN (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 David Clark Employee Stock Ownership Plan assets move in 2022? ▼
David Clark Employee Stock Ownership Plan grew at a solid clip - up 7.0% during 2022, from $179M to $192M. Reported net income was $4M.
How have David Clark Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Clark Holdings, Inc.'s sponsor-wide assets declined 0.0%, from $241M to $241M.
Where does David Clark Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
David Clark Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to David Clark Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Motor City Electric Co. Employee Stock Ownership Plan in MI ($191M, 209 participants).
Which ESOP plans cover a similar participant headcount to David Clark Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hunt Electric Employee Stock Ownership Plan and Trust in MN (220 participants, $81M 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 844259761.

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.