ESOP · DOL Form 5500 · 2022
Durham & Bates Agencies, Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 38
- Participants
- 72nd
- Percentile by assets
- $390,731
- Avg per participant
Official DOL plan name: Durham & Bates Agencies, Inc. Employee Stock Ownership Plan · Sponsored by Durham & Bates Agencies, Inc. · Oregon · Finance & Insurance
$15M in assets, 38 participants
Durham & Bates Agencies, Inc.'s Durham & Bates Agencies, Inc. Employee Stock Ownership Plan reported $15M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 139,126 plans)
- #5,300 in Finance & Insurance (9,261 peers)
Durham & Bates Agencies, Inc. multi-year trail
Durham & Bates Agencies, Inc.'s plans moved +163.7% in assets from 2022 to 2024; this filing shows Durham & Bates Agencies, Inc. Employee Stock Ownership Plan at $15M / 38 participants.
- $15M
- total plan assets (2022 EOY)
- 38
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $390,731
- avg assets per participant
Where Durham & Bates Agencies, Inc. Employee Stock Ownership Plan sits by total assets
Durham & Bates Agencies, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,847,770 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Durham & Bates Agencies, Inc. across 3 plan years on file
Across the 3 plan years Durham & Bates Agencies, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $39M, a gain of 163.7%, while reported participants moved from 38 to 40 (+5.3%). Peak year by sponsor assets: 2024 ($39M); trough: 2022 ($15M).
Durham & Bates Agencies, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $15M |
| 2023 | 1 | 38 | $16M |
| 2024 | 1 | 40 | $39M |
Durham & Bates Agencies, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $771K |
| Employer EIN | 930463663 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bi-Mart Corporation Employee Stock Ownership Plan $259M · 1,947
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $222M · 561
- Pacific Industrial Corp. Employee Stock Ownership Plan $127M · 57
- Key Knife, Inc. Employee Stock Ownership Plan $112M · 68
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $85M · 204
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ESOP plans in other states closest to Durham & Bates Agencies, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Durham & Bates Agencies, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Durham & Bates Agencies, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
- Durham & Bates Agencies, Inc.'s sponsor-wide assets have grown 163.7% since 2022 across 3 plan years on file. More Finance & Insurance plans