ESOP · DOL Form 5500 · 2022

David Volkert & Associates, Inc. ESOP

Data updated 2026-08-25

$110M
Total assets Near avg plan size
886
Participants Near avg headcount
93rd
Percentile by assets National rank
$123,596
Avg per participant Near avg balance/head
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Official DOL plan name: Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries · Sponsored by David Volkert & Associates, Inc. · Alabama · Professional & Technical Services

$110M in assets, 886 participants

David Volkert & Associates, Inc.'s Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries reported $110M in total assets and 886 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.

  • #20,338 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries covers 886 participants in Alabama, 2.5x the typical Alabama plan (state average ~360 per filing). Assets: $110M.

#20,338
in Professional & Technical Services (21,562 peers)
-2.6%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries's outsized position by total assets

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries vs every filed plan by assets

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

$109,506,242 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

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries 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. Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries sits mid-pack in the medium band (886 participants).

Published 5500 schedule card

Filing strip 630703075 · David Volkert & Associates, Inc. PY 2022 · ESOP

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries · $110M · 886 · 93rd

  • SCH $110M
  • SCH 886
  • SCH 93rd
  • SCH ESOP
  • SCH near Harrell's Employee Stock Ownership Plan
  • SCH ind #20338

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 Alabama →

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries in the asset neighbourhood

Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership PlanEa Engineering, Science, and…$110MHarrell's Employee Stock Ownership PlanHarrell's Employee Stock Own…$110MEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and SubsidiariesEmployee Stock Ownership Pla…$110MRoberts Hawaii, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employe…$109MInterstate Personnel Services, Inc. Employee Stock Ownership PlanInterstate Personnel Service…$109M
End-of-year total assets ($M) among Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$110M
Net Income-$3M
Employer EIN630703075
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Volkert & Associates, Inc.)

Sponsor-wide plan assets over time

All David Volkert & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288M 56.72544725343126% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $184M $288M ▲ +56.7%
Year Plans Participants Total Assets
2022 2 1,967 $184M
2023 2 2,081 $218M
2024 2 2,264 $288M

Nearby ESOP Plans in Alabama

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

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 109.506242 · Participants: 886Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and SubsidiariesStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 163.711693 · Participants: 231Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 126.162 · Participants: 130Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 120.092479 · Participants: 853Radiance Technologies, Inc. Employee Stock Ownership Plan
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries side-by-side with 3 peers →

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Harrell's Employee Stock Ownership Plan in FL ($110M); by covered participants it is Starkey Laboratories, Inc. Employee Stock Ownership Plan in MN (890 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (886 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 Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries assets move in 2022? ▼
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries edged down modestly - down 2.6% during 2022, from $112M to $110M. Reported net income was -$3M.
How have David Volkert & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Volkert & Associates, Inc.'s sponsor-wide assets grew 56.7%, from $184M to $288M.
Where does Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries rank by assets among Form 5500 filers? ▼
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries 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 Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries? ▼
Among ESOP plans in other states, the closest by assets is Harrell's Employee Stock Ownership Plan in FL ($110M, 430 participants).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries? ▼
Among ESOP plans in other states, the closest by covered participants is Starkey Laboratories, Inc. Employee Stock Ownership Plan in MN (890 participants, $14M 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 630703075.

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.