ESOP · DOL Form 5500 · 2022

Davies Office Refurbishing, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
112
Participants Small participant base
65th
Percentile by assets National rank
$90,918
Avg per participant Below avg balance/head
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Official DOL plan name: Davies Office Refurbishing, Inc. Employee Stock Ownership Plan · Sponsored by Davies Office Refurbishing, Inc. · New York · Wholesale Trade

$10M in assets, 112 participants

Davies Office Refurbishing, Inc.'s Davies Office Refurbishing, Inc. Employee Stock Ownership Plan reported $10M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,957 in Wholesale Trade (6,843 peers)

Coverage in New York

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan covers 112 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $10M.

#3,957
in Wholesale Trade (6,843 peers)
+11.3%
assets growth YoY

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,182,861 Top 35% higher than 65% 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

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davies Office Refurbishing, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

DOL schedule card

Filing strip 141566162 · Davies Office Refurbishing, Inc. PY 2022 · ESOP

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan · $10M · 112 · 65th

  • PHOTO $10M
  • IND 112
  • EOY 65th
  • 5500 ESOP
  • ASSETS near Continuum Dynamics, Inc. Employee Stock Ownership Plan
  • PCT ind #3957

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 New York →

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mapsys, Inc. Employee Stock Ownership PlanMapsys, Inc. Employee Stock …$10MSchmidt & Bartelt, Inc. Employee Stock Ownership PlanSchmidt & Bartelt, Inc. Empl…$10MGai Employee Stock Ownership PlanGai Employee Stock Ownership…$10MDavies Office Refurbishing, Inc. Employee Stock Ownership PlanDavies Office Refurbishing, …$10MContinuum Dynamics, Inc. Employee Stock Ownership PlanContinuum Dynamics, Inc. Emp…$10M
End-of-year total assets ($M) among Davies Office Refurbishing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN141566162
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davies Office Refurbishing, Inc.)

Sponsor-wide plan assets over time

All Davies Office Refurbishing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.842089746262653% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M$14M 202220232024 $13.5M $12.3M ▼ -8.9%
Year Plans Participants Total Assets
2022 2 286 $14M
2023 2 271 $12M
2024 2 283 $12M

Nearby ESOP Plans in New York

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

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Davies Office Refurbishing, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.182861 · Participants: 112Davies Office Refurbishing, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Davies Office Refurbishing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Davies Office Refurbishing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Continuum Dynamics, Inc. Employee Stock Ownership Plan in NJ ($10M); by covered participants it is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Davies Office Refurbishing, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Davies Office Refurbishing, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.3% during 2022, from $9M to $10M. Reported net income was $1M.
How have Davies Office Refurbishing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davies Office Refurbishing, Inc.'s sponsor-wide assets declined 8.8%, from $14M to $12M.
Which ESOP plans are similar in size to Davies Office Refurbishing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Continuum Dynamics, Inc. Employee Stock Ownership Plan in NJ ($10M, 25 participants).
Which ESOP plans cover a similar participant headcount to Davies Office Refurbishing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants, $45M 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 141566162.

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.