ESOP · DOL Form 5500 · 2022
David Clark Holdings, Inc. ESOP
Data updated 2026-08-11
- $192M
- Total assets
- 220
- Participants
- 95th
- Percentile by assets
- $871,755
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $192M
- total plan assets (2022 EOY)
- 220
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $871,755
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. David Clark Employee Stock Ownership Plan reports 220 participants - about 33% of that state average ($192M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $179M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | $4M |
| Employer EIN | 844259761 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (David Clark Holdings, Inc.)
| 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
- Consigli Building Group Employee Stock Ownership Plan $495M · 1,315
- The Gillette Company Employee Stock Ownership Plan $381M · 193
- Abt Associates Inc. Employees Stock Ownership Plan $312M · 2,426
- New England Biolabs, Inc. Voting Stock Ownership Plan $272M · 386
- Eastern Bank Employee Stock Ownership Plan $259M · 1,646
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to David Clark Employee Stock Ownership Plan by total assets, not by location.
- Motor City Electric Co. Employee Stock Ownership Plan (MI) $191M · 209
- Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust (IL) $191M · 441
- Pima Medical Institute Employee Stock Ownership Plan (AZ) $190M · 1,362
- Hannibal Industries, Inc. Employee Stock Ownership Plan (CA) $194M · N/A
Frequently Asked Questions
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Filing takeaways
Ways to act on David Clark Employee Stock Ownership Plan's numbers.
- By total assets, David Clark Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
- David Clark Holdings, Inc.'s sponsor-wide assets have declined 0.0% since 2022 across 3 plan years on file. More Manufacturing plans