Other
2022 plan-year Other DOL Form 5500

Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Davis H. Elliot Company, Inc. · Virginia · Construction

What the 2023 filing shows

Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan holds $237M for 1,882 participants — about $126,051 per participant, up 6.5% over the 2022 plan year.

$237M
total plan assets (2022 EOY)
1,882
covered participants
$126,051
avg assets per participant
+6.5%
assets growth YoY
Total Assets (2023)
$237M
Participants
1,882
State
Industry
Construction

What the Filing Says About Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan

Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan is a Other retirement plan sponsored by Davis H. Elliot Company, Inc., headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $237M in total end-of-year assets and covers 1,882 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 541203551, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $223M at the beginning of 2022 to $237M at year-end — a gain of 6.5%. Net assets (after liabilities) closed the year at $207M, with reported net income of $17M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$223M
Total Assets (End of Year)$237M
Net Assets (End of Year)$207M
Net Income$17M
Plan TypeOther
Employer EIN541203551
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis H. Elliot Company, Inc.)

Year Plans Participants Total Assets
2022 2 4,282 $308M
2023 2 4,746 $337M
2024 2 5,108 $382M

Nearby Other Plans in Virginia

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

Frequently Asked Questions

How much money is in the Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan holds $237M in total assets with 1,882 participants. It is sponsored by Davis H. Elliot Company, Inc..
What type of plan is Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan?
Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan is a Other plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 541203551.
Who sponsors the Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan?
Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan is sponsored by Davis H. Elliot Company, Inc., located in Virginia. The sponsor's EIN is 541203551 and the plan operates in the Construction industry.
How did Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan perform in 2022?
Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan grew by 6.5% during 2022, moving from $223M to $237M in total assets. Net income was $17M.
Where can I find official filings for Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan?
Official Form 5500 filings for Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541203551 or plan name at efast.dol.gov.
How does Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan compare to other plans?
You can compare Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 541203551.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.