ESOP · DOL Form 5500 · 2023

Porter Spaulding, Inc. Davies-Barry Insurance ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
15
Participants Small participant base
46th
Percentile by assets National rank
$370,428
Avg per participant High balance/head
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Official DOL plan name: Davies-Barry Insurance Employee Stock Ownership Plan · Sponsored by Porter Spaulding, Inc. Davies-Barry Insurance · Alaska · Finance & Insurance

$6M in assets, 15 participants

Porter Spaulding, Inc. Davies-Barry Insurance's Davies-Barry Insurance Employee Stock Ownership Plan reported $6M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,918 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Davies-Barry Insurance Employee Stock Ownership Plan holds $6M for 15 participants - about $370,428 per participant, in the lower half of filed plans by assets.

#2,918
in Finance & Insurance (8,869 peers)
-1.1%
assets change YoY

The plan reported a net loss of $64K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davies-Barry Insurance Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Davies-Barry Insurance Employee Stock Ownership Plan vs every filed plan by assets

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

$5,556,415 46th percentile higher than 46% 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

Davies-Barry Insurance 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. Davies-Barry Insurance Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davies-Barry Insurance Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$64K in the plan year 2023 filing.
  • Davies-Barry Insurance Employee Stock Ownership Plan reported participants rose from 13 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Davies-Barry Insurance Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 920029410 · Porter Spaulding, Inc. Davies-Barry Insurance PY 2023 · ESOP

Davies-Barry Insurance Employee Stock Ownership Plan · $6M · 15 · 46th

  • SCH $6M
  • SCH 15
  • SCH 46th
  • SCH ESOP
  • SCH near Labcon, Inc. Employees' Stock Ownership Plan and Trust
  • SCH ind #2918

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 Alaska →

Davies-Barry Insurance Employee Stock Ownership Plan in the asset neighbourhood

Davies-Barry Insurance Employee Stock Ownership PlanDavies-Barry Insurance Emplo…$6MLabcon, Inc. Employees' Stock Ownership Plan and TrustLabcon, Inc. Employees' Stoc…$6MWood Harbinger, Inc. Employee Stock Ownership PlanWood Harbinger, Inc. Employe…$6MCharleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership PlanCharleston/Orwig, Inc. (Dba …$6MBartlett Brainard Eacott, Inc. Employee Stock Ownership PlanBartlett Brainard Eacott, In…$6M
End-of-year total assets ($M) among Davies-Barry Insurance Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$64K
Employer EIN920029410
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porter Spaulding, Inc. Davies-Barry Insurance)

Sponsor-wide plan assets over time

All Porter Spaulding, Inc. Davies-Barry Insurance plans reported in each filing year

Latest sponsor-wide plan assets
$6M 0.5079717888741919% vs 2022
2024 filing year
$5.54M$5.56M$5.58M$5.6M$5.62M$5.64M 202220232024 $5.62M $5.59M ▼ -0.5%
Year Plans Participants Total Assets
2022 1 13 $6M
2023 1 15 $6M
2024 1 12 $6M

Nearby ESOP Plans in Alaska

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

Davies-Barry Insurance Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants Scatter plot of 6 data points. 050100150 01020304050 Total assets ($M) Participants Davies-Barry Insurance Employee Stock Ownership Plan, Total assets ($M): 5.556415 · Participants: 15Davies-Barry Insurance Employee Stock Ownership PlanAlaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 41.82456 · Participants: 135Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and TrustCornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 36.793483 · Participants: 37Cornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustAlaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 30.126746 · Participants: 47Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and TrustSagaya Corporation Employee Stock Ownership Plan, Total assets ($M): 21.99761 · Participants: 105Sagaya Corporation Employee Stock Ownership PlanAlaska Rent-a-Car, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.483711 · Participants: 137Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan
Davies-Barry Insurance Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants
Compare Davies-Barry Insurance Employee Stock Ownership Plan side-by-side with 3 peers →

Davies-Barry Insurance Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alaska, the nearest ESOP by assets is Labcon, Inc. Employees' Stock Ownership Plan and Trust in TX ($6M); by covered participants it is First National Bank of Sparta Profit Sharing Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Davies-Barry Insurance Employee Stock Ownership Plan assets move in 2023? ▼
Davies-Barry Insurance Employee Stock Ownership Plan edged down modestly - down 1.1% during 2023, from $6M to $6M. Reported net income was -$64K.
How have Porter Spaulding, Inc. Davies-Barry Insurance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porter Spaulding, Inc. Davies-Barry Insurance's sponsor-wide assets declined 0.5%, from $6M to $6M.
Which ESOP plans are similar in size to Davies-Barry Insurance Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Labcon, Inc. Employees' Stock Ownership Plan and Trust in TX ($6M, 666 participants).
Which ESOP plans cover a similar participant headcount to Davies-Barry Insurance Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Sparta Profit Sharing Plan in IL (15 participants, $2M 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 920029410.

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.