ESOP · DOL Form 5500 · 2022

Davis, Gregory, & Kyle, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
46th
Percentile by assets National rank
$187,434
Avg per participant Above avg balance/head
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Official DOL plan name: Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan · Sponsored by Davis, Gregory, & Kyle, Inc. · Pennsylvania · Finance & Insurance

$4M in assets, 21 participants

Davis, Gregory, & Kyle, Inc.'s Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan reported $4M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,903 in Finance & Insurance (9,261 peers)

Davis, Gregory, & Kyle, Inc. multi-year trail

Davis, Gregory, & Kyle, Inc.'s plans moved -44.1% in assets from 2022 to 2024; this filing shows Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan at $4M / 21 participants.

#2,903
in Finance & Insurance (9,261 peers)
-2.3%
assets change YoY

The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,936,110 46th percentile higher than 46% 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

Davis, Gregory, & Kyle, 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. Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 232071471 · Davis, Gregory, & Kyle, Inc. PY 2022 · ESOP

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan · $4M · 21 · 46th

  • EOY $4M
  • EOY 21
  • EOY 46th
  • EOY ESOP
  • EOY near Rhinebeck Bank Employee Stock Ownership Plan
  • EOY ind #2903

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 Pennsylvania →

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership PlanDavis, Gregory, & Kyle, Inc.…$4MRhinebeck Bank Employee Stock Ownership PlanRhinebeck Bank Employee Stoc…$4MStanley Tree Service Employee Stock Ownership PlanStanley Tree Service Employe…$4MHollywood Woodwork, Inc. Employee Stock Ownership PlanHollywood Woodwork, Inc. Emp…$4MEl Paso Sanitation Systems, Inc. ESOPEl Paso Sanitation Systems, …$4M
End-of-year total assets ($M) among Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Davis, Gregory, & Kyle, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Davis, Gregory, & Kyle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.138934125316624% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $3.94M $2.2M ▼ -44.2%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 18 $2M
2024 2 30 $2M

Davis, Gregory, & Kyle, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$93K
Employer EIN232071471
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00393611 · Participants: 21Davis, Gregory, & Kyle, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Rhinebeck Bank Employee Stock Ownership Plan in NY ($4M); by covered participants it is Eagle Metal Employee Stock Ownership Plan in FL (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan edged down modestly - down 2.3% during 2022, from $4M to $4M. Reported net income was -$93K.
How have Davis, Gregory, & Kyle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis, Gregory, & Kyle, Inc.'s sponsor-wide assets declined 44.1%, from $4M to $2M.
Which ESOP plans are similar in size to Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rhinebeck Bank Employee Stock Ownership Plan in NY ($4M, 136 participants).
Which ESOP plans cover a similar participant headcount to Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Metal Employee Stock Ownership Plan in FL (21 participants, $27M 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 232071471.

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.