ESOP · DOL Form 5500 · 2022

Porter Spaulding, Inc. Davies-Barry Insurance ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
13
Participants Small participant base
53rd
Percentile by assets National rank
$432,323
Avg per participant High balance/head
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Official DOL plan name: Davies-Barry Insurance Employee Stock Ownership Plan · Sponsored by Porter Spaulding, Inc. Davies-Barry Insurance · Alaska · Finance & Insurance

$6M in assets, 13 participants

Porter Spaulding, Inc. Davies-Barry Insurance's Davies-Barry Insurance Employee Stock Ownership Plan reported $6M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,434 in Finance & Insurance (9,261 peers)

2022 asset change

Davies-Barry Insurance Employee Stock Ownership Plan declined sharply 25.1% in 2022 ($8M → $6M) for 13 participants.

#3,434
in Finance & Insurance (9,261 peers)
-25.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davies-Barry Insurance Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Davies-Barry Insurance Employee Stock Ownership Plan vs every filed plan by assets

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

$5,620,194 Top 47% higher than 53% 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

Davies-Barry Insurance 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. Davies-Barry Insurance Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 920029410 · Porter Spaulding, Inc. Davies-Barry Insurance PY 2022 · ESOP

Davies-Barry Insurance Employee Stock Ownership Plan · $6M · 13 · 53rd

  • PCT $6M
  • EIN 13
  • RANK 53rd
  • PHOTO ESOP
  • IND near Ppt Florida Employee Stock Ownership Plan
  • EOY ind #3434

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 Alaska →

Davies-Barry Insurance Employee Stock Ownership Plan in the asset neighbourhood

Davies-Barry Insurance Employee Stock Ownership PlanDavies-Barry Insurance Emplo…$6MPpt Florida Employee Stock Ownership PlanPpt Florida Employee Stock O…$6MSuper Salvage, Inc. Employee Stock Ownership PlanSuper Salvage, Inc. Employee…$6MMallory Industries, Inc. Employee Stock Ownership PlanMallory Industries, Inc. Emp…$6MAbsolute Machine Tools, Inc. Employee Stock Ownership Plan and TrustAbsolute Machine Tools, Inc.…$6M
End-of-year total assets ($M) among Davies-Barry Insurance Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Porter Spaulding, Inc. Davies-Barry Insurance years around the 2022 move

Sponsor-wide plan assets over time

All Porter Spaulding, Inc. Davies-Barry Insurance plans reported in each filing year

Latest sponsor-wide plan assets
$6M 0.5079717888741919% vs 2022
2024 filing year
$5.54M$5.56M$5.58M$5.6M$5.62M$5.64M 202220232024 $5.62M $5.59M ▼ -0.5%
Year Plans Participants Total Assets
2022 1 13 $6M
2023 1 15 $6M
2024 1 12 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN920029410
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alaska

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

Davies-Barry Insurance Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants Scatter plot of 6 data points. -50050100150 010203040 Total assets ($M) Participants Davies-Barry Insurance Employee Stock Ownership Plan, Total assets ($M): 5.620194 · Participants: 13Davies-Barry Insurance Employee Stock Ownership PlanCornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 32.455775 · Participants: 43Cornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustAlaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.908649 · Participants: 125Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and TrustAlaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 20.864089 · Participants: 51Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and TrustTyler Rental, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 17.86 · Participants: 0Tyler Rental, Inc. Employee Stock Ownership Plan and TrustAlaska Rent-a-Car, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.798025 · Participants: 136Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan
Davies-Barry Insurance Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants
Compare Davies-Barry Insurance Employee Stock Ownership Plan side-by-side with 3 peers →

Davies-Barry Insurance Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alaska, the nearest ESOP by assets is Ppt Florida Employee Stock Ownership Plan in FL ($6M); by covered participants it is Mid-States Glass and Metals, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Davies-Barry Insurance Employee Stock Ownership Plan assets move in 2022? ▼
Davies-Barry Insurance Employee Stock Ownership Plan declined sharply - down 25.1% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Porter Spaulding, Inc. Davies-Barry Insurance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porter Spaulding, Inc. Davies-Barry Insurance's sponsor-wide assets declined 0.5%, from $6M to $6M.
Which ESOP plans are similar in size to Davies-Barry Insurance Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ppt Florida Employee Stock Ownership Plan in FL ($6M, 25 participants).
Which ESOP plans cover a similar participant headcount to Davies-Barry Insurance Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mid-States Glass and Metals, Inc. Employee Stock Ownership Plan in IL (13 participants, $2M 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 920029410.

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.