ESOP · DOL Form 5500 · 2022

Russ Davis Wholesale, Inc ESOP

Data updated 2026-08-25

$97M
Total assets Below avg plan size
643
Participants Below avg headcount
93rd
Percentile by assets National rank
$150,316
Avg per participant Above avg balance/head
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Official DOL plan name: Russ Davis Wholesale, Inc Employee Stock Ownership Plan · Sponsored by Russ Davis Wholesale, Inc · Minnesota · Wholesale Trade

$97M in assets, 643 participants

Russ Davis Wholesale, Inc's Russ Davis Wholesale, Inc Employee Stock Ownership Plan reported $97M in total assets and 643 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #6,431 in Wholesale Trade (6,843 peers)

Where Russ Davis Wholesale, Inc Employee Stock Ownership Plan sits by assets

Russ Davis Wholesale, Inc Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $97M for 643 participants (~$150,316/participant), down 8.7% in 2022.

#6,431
in Wholesale Trade (6,843 peers)
-8.7%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Russ Davis Wholesale, Inc Employee Stock Ownership Plan's outsized position by total assets

Russ Davis Wholesale, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$96,653,424 Top 7% higher than 93% 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

Russ Davis Wholesale, Inc Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Russ Davis Wholesale, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (643 participants).

Published 5500 schedule card

Filing strip 411111968 · Russ Davis Wholesale, Inc PY 2022 · ESOP

Russ Davis Wholesale, Inc Employee Stock Ownership Plan · $97M · 643 · 93rd

  • BOY $97M
  • BOY 643
  • BOY 93rd
  • BOY ESOP
  • BOY near Columbia Bank Employee Stock Ownership Plan
  • BOY ind #6431

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 Minnesota →

Russ Davis Wholesale, Inc Employee Stock Ownership Plan in the asset neighbourhood

The Haskell Company Employee Stock Ownership PlanThe Haskell Company Employee…$97MAmboy Bancorporation Employee Stock Ownership PlanAmboy Bancorporation Employe…$97MColumbia Bank Employee Stock Ownership PlanColumbia Bank Employee Stock…$97MRuss Davis Wholesale, Inc Employee Stock Ownership PlanRuss Davis Wholesale, Inc Em…$97MMario Sinacola and Sons Excavating, Inc. Employee Stock Ownership PlanMario Sinacola and Sons Exca…$96M
End-of-year total assets ($M) among Russ Davis Wholesale, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$86M
Net Income-$8M
Employer EIN411111968
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Russ Davis Wholesale, Inc)

Sponsor-wide plan assets over time

All Russ Davis Wholesale, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$87M 10.22172685780899% vs 2022
2024 filing year
$85M$90M$95M$100M 202220232024 $96.7M $86.8M ▼ -10.2%
Year Plans Participants Total Assets
2022 1 643 $97M
2023 1 792 $92M
2024 1 775 $87M

Nearby ESOP Plans in Minnesota

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

Russ Davis Wholesale, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants Russ Davis Wholesale, Inc Employee Stock Ownership Plan, Total assets ($M): 96.653424 · Participants: 643Russ Davis Wholesale, Inc Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Russ Davis Wholesale, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Russ Davis Wholesale, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Russ Davis Wholesale, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Columbia Bank Employee Stock Ownership Plan in NJ ($97M); by covered participants it is Ita Group Holdings, Inc. Employees' Stock Ownership Plan in IA (643 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (643 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 Russ Davis Wholesale, Inc Employee Stock Ownership Plan assets move in 2022? ▼
Russ Davis Wholesale, Inc Employee Stock Ownership Plan pulled back noticeably - down 8.7% during 2022, from $106M to $97M. Reported net income was -$8M.
How have Russ Davis Wholesale, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Russ Davis Wholesale, Inc's sponsor-wide assets declined 10.2%, from $97M to $87M.
Where does Russ Davis Wholesale, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Russ Davis Wholesale, Inc Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Russ Davis Wholesale, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Columbia Bank Employee Stock Ownership Plan in NJ ($97M, 609 participants).
Which ESOP plans cover a similar participant headcount to Russ Davis Wholesale, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ita Group Holdings, Inc. Employees' Stock Ownership Plan in IA (643 participants, $383M 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 411111968.

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.