ESOP · DOL Form 5500 · 2023

Daymark Energy Advisors, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
29th
Percentile by assets National rank
$55,587
Avg per participant Low balance/head
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Official DOL plan name: Daymark Energy Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Daymark Energy Advisors, Inc. · Massachusetts · Professional & Technical Services

$2M in assets, 32 participants

Daymark Energy Advisors, Inc.'s Daymark Energy Advisors, Inc. Employee Stock Ownership Plan reported $2M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,032 in Professional & Technical Services (20,321 peers)

2023 asset change

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan grew sharply 17.5% in 2023 ($2M → $2M) for 32 participants.

#5,032
in Professional & Technical Services (20,321 peers)
+17.5%
assets growth YoY

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,778,773 29th percentile higher than 29% of 127,068 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 2023

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Daymark Energy Advisors, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Daymark Energy Advisors, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $408K in the plan year 2023 filing.
  • Daymark Energy Advisors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Daymark Energy Advisors, Inc. Employee Stock Ownership Plan reported participants fell from 34 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043577380 · Daymark Energy Advisors, Inc. PY 2023 · ESOP

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan · $2M · 32 · 29th

  • 5500 $2M
  • ASSETS 32
  • PCT 29th
  • EIN ESOP
  • RANK near Baseline Engineering Corporation Employee Stock Ownership Plan
  • PHOTO ind #5032

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 Massachusetts →

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shoemaker & Haaland Employees' Stock Ownership PlanShoemaker & Haaland Employee…$2MDaymark Energy Advisors, Inc. Employee Stock Ownership PlanDaymark Energy Advisors, Inc…$2MBaseline Engineering Corporation Employee Stock Ownership PlanBaseline Engineering Corpora…$2MStevens Global Logistics, Inc. Employee Stock Ownership PlanStevens Global Logistics, In…$2MCincinnati Federal Savings and Loan Association Employee Stock Ownership PlanCincinnati Federal Savings a…$2M
End-of-year total assets ($M) among Daymark Energy Advisors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Daymark Energy Advisors, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Daymark Energy Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.374105587583031% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.51M $1.64M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 34 $2M
2023 1 32 $2M
2024 1 34 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$408K
Employer EIN043577380
Plan Effective Date2001-08-29
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Daymark Energy Advisors, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.778773 · Participants: 32Daymark Energy Advisors, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Daymark Energy Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Daymark Energy Advisors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Baseline Engineering Corporation Employee Stock Ownership Plan in CO ($2M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Daymark Energy Advisors, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Daymark Energy Advisors, Inc. Employee Stock Ownership Plan grew sharply - up 17.5% during 2023, from $2M to $2M. Reported net income was $408K.
How have Daymark Energy Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daymark Energy Advisors, Inc.'s sponsor-wide assets grew 8.4%, from $2M to $2M.
Which ESOP plans are similar in size to Daymark Energy Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Baseline Engineering Corporation Employee Stock Ownership Plan in CO ($2M, 84 participants).
Which ESOP plans cover a similar participant headcount to Daymark Energy Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043577380.

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.