ESOP · DOL Form 5500 · 2022

Neil H. Daniels, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
26
Participants Small participant base
58th
Percentile by assets National rank
$271,412
Avg per participant High balance/head
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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.

  • #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.

#5,692
in Construction (9,927 peers)
-0.9%
assets change YoY

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.

Neil H. Daniels, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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

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

Neil H. Daniels, 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. Neil H. Daniels, Inc. Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 030217216 · Neil H. Daniels, Inc. PY 2022 · ESOP

Neil H. Daniels, Inc. Employee Stock Ownership Plan · $7M · 26 · 58th

  • PART $7M
  • TYPE 26
  • NET 58th
  • BOOK ESOP
  • VS-ST near The Southern Link of Georgia, Inc. Employee Stock Ownership Plan
  • BOY ind #5692

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 Vermont →

Neil H. Daniels, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Automotive Distributors Employee Stock Ownership PlanAutomotive Distributors Empl…$7MNeil H. Daniels, Inc. Employee Stock Ownership PlanNeil H. Daniels, Inc. Employ…$7MThe Southern Link of Georgia, Inc. Employee Stock Ownership PlanThe Southern Link of Georgia…$7MHealth Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and TrustHealth Dimensions Rehabilita…$7MCallahan & Associates, Inc. Employee Stock Ownership PlanCallahan & Associates, Inc. …$7M
End-of-year total assets ($M) among Neil H. Daniels, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Neil H. Daniels, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Neil H. Daniels, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 87.4017602522193% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.06M $13.2M ▲ +87.3%
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 EIN030217216
Plan Effective Date1971-02-25
Filing StatusFILING 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 Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Neil H. Daniels, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.056716 · Participants: 26Neil H. Daniels, Inc. Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 400.862763 · Participants: 421Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 134.547526 · Participants: 301King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 77.87 · Participants: 402Cfc ESOPAmerica's Gardening Resource, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.529451 · Participants: 215America's Gardening Resource, Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.503938 · Participants: 39Trust Company of Vermont Employee Stock Ownership Plan
Neil H. Daniels, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Neil H. Daniels, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Neil H. Daniels, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is The Southern Link of Georgia, Inc. Employee Stock Ownership Plan in GA ($7M); by covered participants it is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Neil H. Daniels, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Neil H. Daniels, Inc. Employee Stock Ownership Plan held essentially flat - down 0.9% during 2022, from $7M to $7M. Reported net income was -$62K.
How have Neil H. Daniels, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neil H. Daniels, Inc.'s sponsor-wide assets grew 87.4%, from $7M to $13M.
Which ESOP plans are similar in size to Neil H. Daniels, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Southern Link of Georgia, Inc. Employee Stock Ownership Plan in GA ($7M, 80 participants).
Which ESOP plans cover a similar participant headcount to Neil H. Daniels, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants, $10M 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 030217216.

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.