ESOP · DOL Form 5500 · 2022

Dugger Investments Company, Inc. Dba Haven Building Products ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
41
Participants Small participant base
64th
Percentile by assets National rank
$237,282
Avg per participant Above avg balance/head
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Official DOL plan name: Haven Building Products Employee Stock Ownership Plan · Sponsored by Dugger Investments Company, Inc. Dba Haven Building Products · Florida · Retail Trade

$10M in assets, 41 participants

Dugger Investments Company, Inc. Dba Haven Building Products's Haven Building Products Employee Stock Ownership Plan reported $10M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #7,149 in Retail Trade (9,519 peers)

What the 2022 filing shows

Haven Building Products Employee Stock Ownership Plan holds $10M for 41 participants - about $237,282 per participant, above the median plan by assets.

#7,149
in Retail Trade (9,519 peers)
-7.3%
assets change YoY

The plan reported a net loss of $719K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haven Building Products Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Haven Building Products Employee Stock Ownership Plan vs every filed plan by assets

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

$9,728,571 Top 36% higher than 64% 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

Haven Building Products 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. Haven Building Products Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

DOL schedule card

Filing strip 592389612 · Dugger Investments Company, Inc. Dba Haven Building Products PY 2022 · ESOP

Haven Building Products Employee Stock Ownership Plan · $10M · 41 · 64th

  • PCT $10M
  • PCT 41
  • PCT 64th
  • PCT ESOP
  • PCT near Giroux Glass, Inc. Employee Stock Ownership Plan
  • PCT ind #7149

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 Florida →

Haven Building Products Employee Stock Ownership Plan in the asset neighbourhood

Giroux Glass, Inc. Employee Stock Ownership PlanGiroux Glass, Inc. Employee …$10MHaven Building Products Employee Stock Ownership PlanHaven Building Products Empl…$10MEnsafe Inc. Employee Stock Ownership PlanEnsafe Inc. Employee Stock O…$10MFk Holdings, Inc. Employee Stock Ownership PlanFk Holdings, Inc. Employee S…$10MNewwave Technologies, Inc. Employee Stock Ownership PlanNewwave Technologies, Inc. E…$10M
End-of-year total assets ($M) among Haven Building Products Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$719K
Employer EIN592389612
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dugger Investments Company, Inc. Dba Haven Building Products)

Sponsor-wide plan assets over time

All Dugger Investments Company, Inc. Dba Haven Building Products plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.347644787708287% vs 2022
2023 filing year
$9.6M$9.7M$9.8M$9.9M$10M$10.1M 20222023 $9.73M $10.1M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 41 $10M
2023 1 52 $10M

Nearby ESOP Plans in Florida

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

Haven Building Products Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Haven Building Products Employee Stock Ownership Plan, Total assets ($B): 0.009728571 · Participants: 41Haven Building Products Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Haven Building Products Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Haven Building Products Employee Stock Ownership Plan side-by-side with 3 peers →

Haven Building Products Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Giroux Glass, Inc. Employee Stock Ownership Plan in CA ($10M); by covered participants it is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Haven Building Products Employee Stock Ownership Plan assets move in 2022? ▼
Haven Building Products Employee Stock Ownership Plan pulled back noticeably - down 7.3% during 2022, from $10M to $10M. Reported net income was -$719K.
How have Dugger Investments Company, Inc. Dba Haven Building Products plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Dugger Investments Company, Inc. Dba Haven Building Products's sponsor-wide assets grew 3.3%, from $10M to $10M.
Which ESOP plans are similar in size to Haven Building Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Giroux Glass, Inc. Employee Stock Ownership Plan in CA ($10M, 103 participants).
Which ESOP plans cover a similar participant headcount to Haven Building Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants, $18M 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 592389612.

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.