ESOP · DOL Form 5500 · 2022
Neil H. Daniels, Inc. ESOP
Data updated 2026-08-11
- $7M
- Total assets
- 26
- Participants
- 58th
- Percentile by assets
- $271,412
- Avg per participant
Official DOL plan name: Neil H. Daniels, Inc. Employee Stock Ownership Plan · Sponsored by Neil H. Daniels, Inc. · Vermont · Construction
$7M in assets, 26 participants
Neil H. Daniels, Inc.'s Neil H. Daniels, Inc. Employee Stock Ownership Plan reported $7M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- 58th percentile by assets (of 139,126 plans)
- #5,692 in Construction (9,927 peers)
Neil H. Daniels, Inc. multi-year trail
Neil H. Daniels, Inc.'s plans moved +87.4% in assets from 2022 to 2024; this filing shows Neil H. Daniels, Inc. Employee Stock Ownership Plan at $7M / 26 participants.
- $7M
- total plan assets (2022 EOY)
- 26
- covered participants
- 58th
- percentile by assets (of 139,126 plans)
- $271,412
- avg assets per participant
The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Neil H. Daniels, Inc. Employee Stock Ownership Plan sits by total assets
Neil H. Daniels, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,056,716 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Neil H. Daniels, Inc. across 3 plan years on file
Across the 3 plan years Neil H. Daniels, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $13M, a gain of 87.4%, while reported participants moved from 26 to 27 (+3.8%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($7M).
Neil H. Daniels, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $7M |
| 2023 | 1 | 25 | $9M |
| 2024 | 1 | 27 | $13M |
Neil H. Daniels, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$62K |
| Employer EIN | 030217216 |
| Plan Effective Date | 1971-02-25 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Vermont
Peer ESOP plans, same state, same plan type, ranked by total assets.
Neil H. Daniels, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
- Vermont Information Processing, Inc. Employee Stock Ownership Plan $401M · 421
- King Arthur Employee Stock Ownership Plan $135M · 301
- Cfc ESOP $78M · 402
- America's Gardening Resource, Inc. Employee Stock Ownership Plan $28M · 215
- Trust Company of Vermont Employee Stock Ownership Plan $19M · 39
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Neil H. Daniels, Inc. Employee Stock Ownership Plan by total assets, not by location.
- The Southern Link of Georgia, Inc. Employee Stock Ownership Plan (GA) $7M · 80
- Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust (MN) $7M · 51
- Callahan & Associates, Inc. Employee Stock Ownership Plan (DC) $7M · 56
- Automotive Distributors Employee Stock Ownership Plan (OH) $7M · N/A
Frequently Asked Questions
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Multi-year trail
Ways to act on Neil H. Daniels, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Neil H. Daniels, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Vermont. Compare plans
- Neil H. Daniels, Inc.'s sponsor-wide assets have grown 87.4% since 2022 across 3 plan years on file. More Construction plans