ESOP · DOL Form 5500 · 2022
D.a. Davidson Companies ESOP
Data updated 2026-08-11
- $119M
- Total assets
- 1,368
- Participants
- 94th
- Percentile by assets
- $86,952
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $119M
- total plan assets (2022 EOY)
- 1,368
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $86,952
- avg assets per participant
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.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. D.a. Davidson Companies Employee Stock Ownership Plan reports 1,368 participants - 5.0x that state average ($119M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | -$25M |
| Employer EIN | 810439153 |
| Plan Effective Date | 1977-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (D.a. Davidson Companies)
| 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
- Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust $436M · 800
- Electrical Consultants, Inc. Employee Stock Ownership Plan $70M · 666
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $65M · 274
- Sletten, Inc. Employee Stock Ownership Plan $65M · 318
- Oftedal Construction, Inc. Employee Stock Ownership Plan $32M · 128
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to D.a. Davidson Companies Employee Stock Ownership Plan by total assets, not by location.
- Griffith Company Employee Stock Ownership Plan (CA) $119M · 228
- 3ls, Inc. Employee Stock Ownership Plan (TN) $118M · 505
- Sonalysts, Inc. Employee Stock Ownership Plan (CT) $118M · 410
- Radiance Technologies, Inc. Employee Stock Ownership Plan (AL) $120M · 853
Frequently Asked Questions
How did D.a. Davidson Companies Employee Stock Ownership Plan assets move in 2022? ▼
How have D.a. Davidson Companies plan assets changed over time? ▼
Where does D.a. Davidson Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to D.a. Davidson Companies Employee Stock Ownership Plan? ▼
Next read for D.a. Davidson Companies Employee Stock O…
Filing takeaways
Ways to act on D.a. Davidson Companies Employee Stock Ownership Plan's numbers.
- By total assets, D.a. Davidson Companies Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Montana. Compare plans
- D.a. Davidson Companies's sponsor-wide assets have grown 47.7% since 2022 across 3 plan years on file. More Finance & Insurance plans