ESOP · DOL Form 5500 · 2022

Davis Enterprises, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
52
Participants Small participant base
56th
Percentile by assets National rank
$126,974
Avg per participant Near avg balance/head
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Official DOL plan name: Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Davis Enterprises, Inc. · Nebraska · Professional & Technical Services

$7M in assets, 52 participants

Davis Enterprises, Inc.'s Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust reported $7M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,731 in Professional & Technical Services (21,562 peers)

Davis Enterprises, Inc. multi-year trail

Davis Enterprises, Inc.'s plans moved +82.4% in assets from 2022 to 2023; this filing shows Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust at $7M / 52 participants.

#11,731
in Professional & Technical Services (21,562 peers)
+24.1%
assets growth YoY

The plan reported a net loss of $332K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,602,650 Top 44% higher than 56% 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

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust is a small filing (52 participants) on this national headcount ladder.

DOL schedule card

Filing strip 470789119 · Davis Enterprises, Inc. PY 2022 · ESOP

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust · $7M · 52 · 56th

  • PART $7M
  • TYPE 52
  • NET 56th
  • BOOK ESOP
  • VS-ST near Hba Architecture Interior Design, Inc. ESOP II
  • BOY ind #11731

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 Nebraska →

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Lewis Systems and Service Co, Inc. ESOPLewis Systems and Service Co…$7MHouse & Robertson Architects, Inc. Employee Stock Ownership PlanHouse & Robertson Architects…$7MDavis Enterprises, Inc. Employee Stock Ownership Plan and TrustDavis Enterprises, Inc. Empl…$7MHba Architecture Interior Design, Inc. ESOP IIHba Architecture Interior De…$7MEdminster, Hinshaw, Russ & Associates, Inc. Employee Stock Ownership Plan and TrustEdminster, Hinshaw, Russ & A…$7M
End-of-year total assets ($M) among Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Davis Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Davis Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 82.41828659704815% vs 2022
2023 filing year
$6M$8M$10M$12M$14M 20222023 $6.6M $12M ▲ +82.4%
Year Plans Participants Total Assets
2022 1 52 $7M
2023 1 47 $12M

Davis Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$332K
Employer EIN470789119
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Nebraska

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

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 02004006008001000 -1000100200300400 Total assets ($M) Participants Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 6.60265 · Participants: 52Davis Enterprises, Inc. Employee Stock Ownership Plan and TrustMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 380.222279 · Participants: 856Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 184.261756 · Participants: 64Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 117.431356 · Participants: 232Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.944292 · Participants: 394Majors Plastics, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 92.045042 · Participants: 169Commonwealth Holdings, Inc. Employee Stock Ownership Plan
Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Hba Architecture Interior Design, Inc. ESOP II in VA ($7M); by covered participants it is Airport Specialty Products, Inc. ESOP in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 24.1% during 2022, from $5M to $7M. Reported net income was -$332K.
How have Davis Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Davis Enterprises, Inc.'s sponsor-wide assets grew 82.4%, from $7M to $12M.
Which ESOP plans are similar in size to Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Hba Architecture Interior Design, Inc. ESOP II in VA ($7M, 33 participants).
Which ESOP plans cover a similar participant headcount to Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Airport Specialty Products, Inc. ESOP in CA (52 participants, $6M 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 470789119.

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.