ESOP · DOL Form 5500 · 2022

Datrex, Inc. ESOP

Data updated 2026-08-25

$14K
Total assets Small plan by assets
57
Participants Small participant base
2nd
Percentile by assets National rank
$244
Avg per participant Low balance/head
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Official DOL plan name: Datrex, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Datrex, Inc. · Louisiana · Wholesale Trade

$14K in assets, 57 participants

Datrex, Inc.'s Datrex, Inc. Employee Stock Ownership Plan and Trust reported $14K in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

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

Datrex, Inc. multi-year trail

Datrex, Inc.'s plans moved +40936.7% in assets from 2022 to 2024; this filing shows Datrex, Inc. Employee Stock Ownership Plan and Trust at $14K / 57 participants.

#50
in Wholesale Trade (6,843 peers)
$14K
reported net income

Datrex, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Datrex, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$13,890 2nd percentile higher than 2% 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

Datrex, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Datrex, Inc. Employee Stock Ownership Plan and Trust is a small filing (57 participants) on this national headcount ladder.

DOL schedule card

Filing strip 591293123 · Datrex, Inc. PY 2022 · ESOP

Datrex, Inc. Employee Stock Ownership Plan and Trust · $14K · 57 · 2nd

  • IND $14K
  • IND 57
  • IND 2nd
  • IND ESOP
  • IND near Sterling Employee Stock Ownership Plan
  • IND ind #50

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 Louisiana →

Datrex, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Datrex, Inc. Employee Stock Ownership Plan and TrustDatrex, Inc. Employee Stock …$14KSterling Employee Stock Ownership PlanSterling Employee Stock Owne…$14KUnion Financial Group, Ltd. Employee Stock Ownership PlanUnion Financial Group, Ltd. …$15KInternational Business Advisory Group, Inc. Employee Stock Ownership PlanInternational Business Advis…$15KWou Employee Stock Ownership 401(k) PlanWou Employee Stock Ownership…$15K
End-of-year total assets ($M) among Datrex, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Datrex, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Datrex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40936.71706263499% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $0.01M $5.7M ▲ +56900.0%
Year Plans Participants Total Assets
2022 1 57 $14K
2023 1 56 $5M
2024 1 55 $6M

Datrex, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$14K
Net Income$14K
Employer EIN591293123
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Datrex, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600 Total assets ($M) Participants Datrex, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 0.01389 · Participants: 57Datrex, Inc. Employee Stock Ownership Plan and TrustMagnolia Employee Stock Ownership Plan, Total assets ($M): 498.809004 · Participants: 561Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 397.78589 · Participants: 3581Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 178.557968 · Participants: 566Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 110.666049 · Participants: 779Gulf Coast Bank & Trust Company Employee Stock Ownership PlanAmg Employee Stock Ownership Plan, Total assets ($M): 83.954227 · Participants: 439Amg Employee Stock Ownership Plan
Datrex, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Louisiana, assets vs. participants

Datrex, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Sterling Employee Stock Ownership Plan in CA ($14K); by covered participants it is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants). Same-state nearby plans are listed separately above.

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 have Datrex, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Datrex, Inc.'s sponsor-wide assets grew 40936.7%, from $14K to $6M.
Where does Datrex, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Datrex, Inc. Employee Stock Ownership Plan and Trust ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Datrex, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Sterling Employee Stock Ownership Plan in CA ($14K, 4 participants).
Which ESOP plans cover a similar participant headcount to Datrex, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants, $10M in assets).