ESOP · DOL Form 5500 · 2022

Dave Dennis, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
52
Participants Small participant base
45th
Percentile by assets National rank
$73,826
Avg per participant Below avg balance/head
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Official DOL plan name: Dave Dennis Employee Stock Ownership Plan · Sponsored by Dave Dennis, Inc. · Ohio · Retail Trade

$4M in assets, 52 participants

Dave Dennis, Inc.'s Dave Dennis Employee Stock Ownership Plan reported $4M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,205 in Retail Trade (9,519 peers)

Dave Dennis, Inc. multi-year trail

Dave Dennis, Inc.'s plans moved -80.6% in assets from 2022 to 2024; this filing shows Dave Dennis Employee Stock Ownership Plan at $4M / 52 participants.

#5,205
in Retail Trade (9,519 peers)
+0.9%
assets growth YoY

Dave Dennis Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Dave Dennis Employee Stock Ownership Plan vs every filed plan by assets

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

$3,838,966 45th percentile higher than 45% 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

Dave Dennis 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. Dave Dennis Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 310790889 · Dave Dennis, Inc. PY 2022 · ESOP

Dave Dennis Employee Stock Ownership Plan · $4M · 52 · 45th

  • BOOK $4M
  • BOOK 52
  • BOOK 45th
  • BOOK ESOP
  • BOOK near Pro Reps West, Inc. ESOP
  • BOOK ind #5205

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 Ohio →

Dave Dennis Employee Stock Ownership Plan in the asset neighbourhood

Eclipse Engineering, Inc. Employee Stock Ownership PlanEclipse Engineering, Inc. Em…$4MFnb Hartford Bancorp, Inc. Employee Stock Ownership Plan and TrustFnb Hartford Bancorp, Inc. E…$4MDave Dennis Employee Stock Ownership PlanDave Dennis Employee Stock O…$4MPro Reps West, Inc. ESOP$4MK & L Anodizing Corporation Employee Stock Ownership PlanK & L Anodizing Corporation …$4M
End-of-year total assets ($M) among Dave Dennis Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Dave Dennis, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dave Dennis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$745K 80.58445946121951% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $3.84M $0.75M ▼ -80.5%
Year Plans Participants Total Assets
2022 1 52 $4M
2023 1 56 $3M
2024 1 48 $745K

Dave Dennis, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$2M
Net Income$4M
Employer EIN310790889
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Dave Dennis Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Dave Dennis Employee Stock Ownership Plan, Total assets ($B): 0.003838966 · Participants: 52Dave Dennis Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Dave Dennis Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Dave Dennis Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Pro Reps West, Inc. ESOP in CA ($4M); by covered participants it is Airport Specialty Products, Inc. ESOP in CA (52 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 Dave Dennis Employee Stock Ownership Plan assets move in 2022?
Dave Dennis Employee Stock Ownership Plan held essentially flat - up 0.9% during 2022, from $4M to $4M. Reported net income was $4M.
How have Dave Dennis, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dave Dennis, Inc.'s sponsor-wide assets declined 80.6%, from $4M to $745K.
Which ESOP plans are similar in size to Dave Dennis Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Pro Reps West, Inc. ESOP in CA ($4M, 28 participants).
Which ESOP plans cover a similar participant headcount to Dave Dennis Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Airport Specialty Products, Inc. ESOP in CA (52 participants, $6M in assets).