ESOP · DOL Form 5500 · 2023
Davis & Associates, Incorporated ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 38
- Participants
- 71st
- Percentile by assets
- $475,702
- Avg per participant
Official DOL plan name: Davis & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Davis & Associates, Incorporated · Minnesota · Wholesale Trade
$18M in assets, 38 participants
Davis & Associates, Incorporated's Davis & Associates, Inc. Employee Stock Ownership Plan and Trust reported $18M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #4,226 in Wholesale Trade (6,309 peers)
Davis & Associates, Incorporated multi-year trail
Davis & Associates, Incorporated's plans moved +188.0% in assets from 2022 to 2024; this filing shows Davis & Associates, Inc. Employee Stock Ownership Plan and Trust at $18M / 38 participants.
- $18M
- total plan assets (2023 EOY)
- 38
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $475,702
- avg assets per participant
Where Davis & Associates, Inc. Employee Stock Ownership Plan and Trust sits by total assets
Davis & Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,076,669 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Davis & Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Davis & Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Davis & Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 32 in the plan year 2022 filing to 38 in the plan year 2023 filing.
Davis & Associates, Incorporated across 3 plan years on file
Across the 3 plan years Davis & Associates, Incorporated has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $30M, a gain of 188.0%, while reported participants moved from 32 to 36 (+12.5%). Peak year by sponsor assets: 2024 ($30M); trough: 2022 ($10M).
Davis & Associates, Incorporated multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $10M |
| 2023 | 1 | 38 | $18M |
| 2024 | 1 | 36 | $30M |
Davis & Associates, Incorporated filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $8M |
| Employer EIN | 410975255 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Davis & Associates, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Davis & Associates, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Davis & Associates, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Davis & Associates, Incorporated's sponsor-wide assets have grown 188.0% since 2022 across 3 plan years on file. More Wholesale Trade plans