ESOP · DOL Form 5500 · 2022
David Volkert & Associates, Inc. ESOP
Data updated 2026-08-11
- $110M
- Total assets
- 886
- Participants
- 93rd
- Percentile by assets
- $123,596
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $110M
- total plan assets (2022 EOY)
- 886
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $123,596
- avg assets per participant
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.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries reports 886 participants - 2.5x that state average ($110M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | -$3M |
| Employer EIN | 630703075 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (David Volkert & Associates, Inc.)
| 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
- Starfish Holdings, Inc. Employee Stock Ownership Plan $389M · 1,314
- Starfish Holdings, Inc. Employee Stock Ownership Plan $389M · 1,314
- Inline Electric Employee Stock Ownership Plan $164M · 231
- Signature Homes Employee Stock Ownership Plan $126M · 130
- Radiance Technologies, Inc. Employee Stock Ownership Plan $120M · 853
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries by total assets, not by location.
- Harrell's Employee Stock Ownership Plan (FL) $110M · 430
- Roberts Hawaii, Inc. Employee Stock Ownership Plan (HI) $109M · 1,734
- Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan (MD) $110M · 526
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan (KY) $109M · 831
Frequently Asked Questions
How did Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries assets move in 2022? ▼
How have David Volkert & Associates, Inc. plan assets changed over time? ▼
Where does Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries? ▼
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Filing takeaways
Ways to act on Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries's numbers.
- By total assets, Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries 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 Alabama. Compare plans
- David Volkert & Associates, Inc.'s sponsor-wide assets have grown 56.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans