ESOP · DOL Form 5500 · 2022

Dufrene Machinery Inc ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
52nd
Percentile by assets National rank
$286,930
Avg per participant High balance/head
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Official DOL plan name: Dufrene Machinery, Inc. Employee Stock Ownership Plan · Sponsored by Dufrene Machinery Inc · Michigan · Manufacturing

$5M in assets, 19 participants

Dufrene Machinery Inc's Dufrene Machinery, Inc. Employee Stock Ownership Plan reported $5M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #7,495 in Manufacturing (20,602 peers)

2022 asset change

Dufrene Machinery, Inc. Employee Stock Ownership Plan pulled back noticeably 13.0% in 2022 ($6M → $5M) for 19 participants.

#7,495
in Manufacturing (20,602 peers)
-13.0%
assets change YoY

The plan reported a net loss of $811K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dufrene Machinery, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Dufrene Machinery, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,451,661 Top 48% higher than 52% 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

Dufrene Machinery, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dufrene Machinery, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 382928529 · Dufrene Machinery Inc PY 2022 · ESOP

Dufrene Machinery, Inc. Employee Stock Ownership Plan · $5M · 19 · 52nd

  • EBSA $5M
  • PART 19
  • TYPE 52nd
  • NET ESOP
  • BOOK near Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan
  • VS-ST ind #7495

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 Michigan →

Dufrene Machinery, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Terra Engineering & Construction Corporation Employee Stock Ownership PlanTerra Engineering & Construc…$5MBarton Associates, Inc. Employee Stock Ownership PlanBarton Associates, Inc. Empl…$5MDufrene Machinery, Inc. Employee Stock Ownership PlanDufrene Machinery, Inc. Empl…$5MCharleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership PlanCharleston/Orwig, Inc. (Dba …$5MRichwood Meat Company, Inc. Employee Stock Ownership PlanRichwood Meat Company, Inc. …$5M
End-of-year total assets ($M) among Dufrene Machinery, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Dufrene Machinery Inc years around the 2022 move

Sponsor-wide plan assets over time

All Dufrene Machinery Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.88135542543823% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M$6.2M 202220232024 $5.45M $5.99M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 15 $6M
2024 1 13 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$811K
Employer EIN382928529
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Dufrene Machinery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants Dufrene Machinery, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005451661 · Participants: 19Dufrene Machinery, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.052163391 · Participants: 1155Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.725583306 · Participants: 1817The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.394784403 · Participants: 977Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.191093331 · Participants: 209Motor City Electric Co. Employee Stock Ownership PlanBandit Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.181896 · Participants: 591Bandit Holding Company, Inc. Employee Stock Ownership Plan
Dufrene Machinery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest ESOP by assets is Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan in WI ($5M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (19 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 did Dufrene Machinery, Inc. Employee Stock Ownership Plan assets move in 2022?
Dufrene Machinery, Inc. Employee Stock Ownership Plan pulled back noticeably - down 13.0% during 2022, from $6M to $5M. Reported net income was -$811K.
How have Dufrene Machinery Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Dufrene Machinery Inc's sponsor-wide assets grew 9.9%, from $5M to $6M.
Which ESOP plans are similar in size to Dufrene Machinery, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan in WI ($5M, 32 participants).
Which ESOP plans cover a similar participant headcount to Dufrene Machinery, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants, $730K in assets).