ESOP · DOL Form 5500 · 2022

D.a. Davidson Companies ESOP

Data updated 2026-08-25

$119M
Total assets Near avg plan size
1,368
Participants Near avg headcount
94th
Percentile by assets National rank
$86,952
Avg per participant Below avg balance/head
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Official DOL plan name: D.a. Davidson Companies Employee Stock Ownership Plan · Sponsored by D.a. Davidson Companies · Montana · Finance & Insurance

$119M in assets, 1,368 participants

D.a. Davidson Companies's D.a. Davidson Companies Employee Stock Ownership Plan reported $119M in total assets and 1,368 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,304 in Finance & Insurance (9,261 peers)

Coverage in Montana

D.a. Davidson Companies Employee Stock Ownership Plan covers 1,368 participants in Montana, 5.0x the typical Montana plan (state average ~271 per filing). Assets: $119M.

#8,304
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

D.a. Davidson Companies Employee Stock Ownership Plan's outsized position by total assets

D.a. Davidson Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$118,950,259 Top 6% higher than 94% 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

D.a. Davidson Companies Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D.a. Davidson Companies Employee Stock Ownership Plan lands in the large band (1,368 participants).

Published 5500 schedule card

Filing strip 810439153 · D.a. Davidson Companies PY 2022 · ESOP

D.a. Davidson Companies Employee Stock Ownership Plan · $119M · 1,368 · 94th

  • EIN $119M
  • RANK 1,368
  • PHOTO 94th
  • IND ESOP
  • EOY near Griffith Company Employee Stock Ownership Plan
  • 5500 ind #8304

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 Montana →

D.a. Davidson Companies Employee Stock Ownership Plan in the asset neighbourhood

Radiance Technologies, Inc. Employee Stock Ownership PlanRadiance Technologies, Inc. …$120MD.a. Davidson Companies Employee Stock Ownership PlanD.a. Davidson Companies Empl…$119MGriffith Company Employee Stock Ownership PlanGriffith Company Employee St…$119M3ls, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Own…$118MSonalysts, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Sto…$118M
End-of-year total assets ($M) among D.a. Davidson Companies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$119M
Net Income-$25M
Employer EIN810439153
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D.a. Davidson Companies)

Sponsor-wide plan assets over time

All D.a. Davidson Companies plans reported in each filing year

Latest sponsor-wide plan assets
$798M 47.653124861464605% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $541M $798M ▲ +47.7%
Year Plans Participants Total Assets
2022 2 2,875 $541M
2023 2 3,054 $693M
2024 2 3,138 $798M

Nearby ESOP Plans in Montana

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

D.a. Davidson Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants D.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 118.950259 · Participants: 1368D.a. Davidson Companies Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust, Total assets ($M): 436.286144 · Participants: 800Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and TrustElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 70.363373 · Participants: 666Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 65.173097 · Participants: 274Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 64.690755 · Participants: 318Sletten, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 32.195889 · Participants: 128Oftedal Construction, Inc. Employee Stock Ownership Plan
D.a. Davidson Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare D.a. Davidson Companies Employee Stock Ownership Plan side-by-side with 3 peers →

D.a. Davidson Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is Griffith Company Employee Stock Ownership Plan in CA ($119M); by covered participants it is Pima Medical Institute Employee Stock Ownership Plan in AZ (1,362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,368 participants); asset peers above are excluded.

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 D.a. Davidson Companies Employee Stock Ownership Plan assets move in 2022? ▼
D.a. Davidson Companies Employee Stock Ownership Plan declined sharply - down 18.0% during 2022, from $145M to $119M. Reported net income was -$25M.
How have D.a. Davidson Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.a. Davidson Companies's sponsor-wide assets grew 47.7%, from $541M to $798M.
Where does D.a. Davidson Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
D.a. Davidson Companies Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to D.a. Davidson Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Griffith Company Employee Stock Ownership Plan in CA ($119M, 228 participants).
Which ESOP plans cover a similar participant headcount to D.a. Davidson Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pima Medical Institute Employee Stock Ownership Plan in AZ (1,362 participants, $190M in assets).

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 810439153.

Read our methodology - how this data is sourced, computed, and verified.

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