ESOP · DOL Form 5500 · 2022

Andrew Davidson & Co., Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
48
Participants Small participant base
61st
Percentile by assets National rank
$176,082
Avg per participant Above avg balance/head
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Official DOL plan name: Andrew Davidson & Co., Inc. Employee Stock Ownership Plan · Sponsored by Andrew Davidson & Co., Inc. · New York · Professional & Technical Services

$8M in assets, 48 participants

Andrew Davidson & Co., Inc.'s Andrew Davidson & Co., Inc. Employee Stock Ownership Plan reported $8M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,895 in Professional & Technical Services (21,562 peers)

Andrew Davidson & Co., Inc. multi-year trail

Andrew Davidson & Co., Inc.'s plans moved +29.0% in assets from 2022 to 2024; this filing shows Andrew Davidson & Co., Inc. Employee Stock Ownership Plan at $8M / 48 participants.

#12,895
in Professional & Technical Services (21,562 peers)
-0.4%
assets change YoY

The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,451,937 Top 39% higher than 61% 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

Andrew Davidson & Co., 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. Andrew Davidson & Co., Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 133674289 · Andrew Davidson & Co., Inc. PY 2022 · ESOP

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan · $8M · 48 · 61st

  • SCH $8M
  • SCH 48
  • SCH 61st
  • SCH ESOP
  • SCH near Dental Designs Employee Stock Ownership Plan
  • SCH ind #12895

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 New York →

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lumber King, Inc. Employee Stock Ownership PlanLumber King, Inc. Employee S…$8MAndrew Davidson & Co., Inc. Employee Stock Ownership PlanAndrew Davidson & Co., Inc. …$8MDental Designs Employee Stock Ownership PlanDental Designs Employee Stoc…$8MDental Designs Employee Stock Ownership PlanDental Designs Employee Stoc…$8MMrc Employee Stock Ownership PlanMrc Employee Stock Ownership…$8M
End-of-year total assets ($M) among Andrew Davidson & Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Andrew Davidson & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Andrew Davidson & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.037438400215244% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.45M $10.9M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 48 $8M
2023 1 48 $10M
2024 1 48 $11M

Andrew Davidson & Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$35K
Employer EIN133674289
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Andrew Davidson & Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 8.451937 · Participants: 48Andrew Davidson & Co., Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Andrew Davidson & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Andrew Davidson & Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Dental Designs Employee Stock Ownership Plan in FL ($8M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Andrew Davidson & Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Andrew Davidson & Co., Inc. Employee Stock Ownership Plan held essentially flat - down 0.4% during 2022, from $8M to $8M. Reported net income was -$35K.
How have Andrew Davidson & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrew Davidson & Co., Inc.'s sponsor-wide assets grew 29.0%, from $8M to $11M.
Which ESOP plans are similar in size to Andrew Davidson & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dental Designs Employee Stock Ownership Plan in FL ($8M, 43 participants).
Which ESOP plans cover a similar participant headcount to Andrew Davidson & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants, $25M 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 133674289.

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.