ESOP · DOL Form 5500 · 2022
Russ Davis Wholesale, Inc ESOP
Data updated 2026-08-11
- $97M
- Total assets
- 643
- Participants
- 93rd
- Percentile by assets
- $150,316
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $97M
- total plan assets (2022 EOY)
- 643
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $150,316
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Russ Davis Wholesale, Inc Employee Stock Ownership Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | -$8M |
| Employer EIN | 411111968 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Russ Davis Wholesale, Inc)
| 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
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Russ Davis Wholesale, Inc Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Russ Davis Wholesale, Inc Employee Stock Ownership Plan's numbers.
- By total assets, Russ Davis Wholesale, Inc Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Russ Davis Wholesale, Inc's sponsor-wide assets have declined 10.2% since 2022 across 3 plan years on file. More Wholesale Trade plans