ESOP · DOL Form 5500 · 2023
Dale Medical Products, Inc. ESOP
Data updated 2026-08-11
- $16M
- Total assets
- 56
- Participants
- 69th
- Percentile by assets
- $287,696
- Avg per participant
Official DOL plan name: Dale Medical Products Employee Stock Ownership Plan · Sponsored by Dale Medical Products, Inc. · Massachusetts · Manufacturing
$16M in assets, 56 participants
Dale Medical Products, Inc.'s Dale Medical Products Employee Stock Ownership Plan reported $16M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- 69th percentile by assets (of 127,072 plans)
- #10,739 in Manufacturing (18,722 peers)
Dale Medical Products, Inc. multi-year trail
Dale Medical Products, Inc.'s plans moved +4979.9% in assets from 2022 to 2024; this filing shows Dale Medical Products Employee Stock Ownership Plan at $16M / 56 participants.
- $16M
- total plan assets (2023 EOY)
- 56
- covered participants
- 69th
- percentile by assets (of 127,072 plans)
- $287,696
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dale Medical Products Employee Stock Ownership Plan end-of-year assets rose from $532K in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Dale Medical Products Employee Stock Ownership Plan reported net income rose from -$343K in the plan year 2022 filing to $238K in the plan year 2023 filing.
- Dale Medical Products Employee Stock Ownership Plan reported participants fell from 69 in the plan year 2022 filing to 56 in the plan year 2023 filing.
Dale Medical Products, Inc. across 3 plan years on file
Across the 3 plan years Dale Medical Products, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $532K to $27M, a gain of 4979.9%, while reported participants moved from 69 to 53 (-23.2%). Peak year by sponsor assets: 2024 ($27M); trough: 2022 ($532K).
Dale Medical Products, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $532K |
| 2023 | 1 | 56 | $16M |
| 2024 | 1 | 53 | $27M |
Dale Medical Products, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $532K |
|---|---|
| Net Assets (End of Year) | $771K |
| Net Income | $238K |
| Employer EIN | 042300185 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
Dale Medical Products Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
- Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
- The Gillette Company Employee Stock Ownership Plan $349M · 174
- Shawmut Group Employee Stock Ownership Plan $274M · 716
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
- Eastern Bank Employee Stock Ownership Plan $213M · 1,778
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Dale Medical Products Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Dale Medical Products Employee Stock Ownership Plan's numbers.
- By total assets, Dale Medical Products Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
- Dale Medical Products, Inc.'s sponsor-wide assets have grown 4979.9% since 2022 across 3 plan years on file. More Manufacturing plans