ESOP · DOL Form 5500 · 2023

Datrex, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
56
Participants Small participant base
45th
Percentile by assets National rank
$94,643
Avg per participant Below avg balance/head
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Official DOL plan name: Datrex, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Datrex, Inc. · Louisiana · Wholesale Trade

$5M in assets, 56 participants

Datrex, Inc.'s Datrex, Inc. Employee Stock Ownership Plan and Trust reported $5M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,196 in Wholesale Trade (6,309 peers)

Datrex, Inc. multi-year trail

Datrex, Inc.'s plans moved +40936.7% in assets from 2022 to 2024; this filing shows Datrex, Inc. Employee Stock Ownership Plan and Trust at $5M / 56 participants.

#2,196
in Wholesale Trade (6,309 peers)
+38056.9%
assets growth YoY

Datrex, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

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

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

$5,300,000 45th percentile higher than 45% 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

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Datrex, Inc. Employee Stock Ownership Plan and Trust is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Datrex, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $14K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Datrex, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $14K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Datrex, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 57 in the plan year 2022 filing to 56 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591293123 · Datrex, Inc. PY 2023 · ESOP

Datrex, Inc. Employee Stock Ownership Plan and Trust · $5M · 56 · 45th

  • PHOTO $5M
  • IND 56
  • EOY 45th
  • 5500 ESOP
  • ASSETS near Radian Research, Inc. Employee Stock Ownership Plan
  • PCT ind #2196

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 Louisiana →

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

Intellishop Employee Stock Ownership PlanIntellishop Employee Stock O…$5MDatrex, Inc. Employee Stock Ownership Plan and TrustDatrex, Inc. Employee Stock …$5MRadian Research, Inc. Employee Stock Ownership PlanRadian Research, Inc. Employ…$5MMinnichs Pharmacy, Inc. Employee Stock Ownership PlanMinnichs Pharmacy, Inc. Empl…$5MRaka Corporation Employee Stock Ownership PlanRaka Corporation Employee St…$5M
End-of-year total assets ($M) among Datrex, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Datrex, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Datrex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40936.71706263499% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $0.01M $5.7M ▲ +56900.0%
Year Plans Participants Total Assets
2022 1 57 $14K
2023 1 56 $5M
2024 1 55 $6M

Datrex, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14K
Net Assets (End of Year)$5M
Net Income$5M
Employer EIN591293123
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Datrex, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Datrex, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 5.3 · Participants: 56Datrex, Inc. Employee Stock Ownership Plan and TrustMagnolia Employee Stock Ownership Plan, Total assets ($M): 611.505673 · Participants: 44Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 446.486105 · Participants: 3467Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.058565 · Participants: 570Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 132.262774 · Participants: 153Rogers Manufacturing Corporation Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 126.28162 · Participants: 820Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Datrex, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Datrex, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Louisiana, the nearest ESOP by assets is Radian Research, Inc. Employee Stock Ownership Plan in IN ($5M); by covered participants it is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Datrex, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Datrex, Inc. Employee Stock Ownership Plan and Trust surged - up 38056.9% during 2023, from $14K to $5M. Reported net income was $5M.
How have Datrex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Datrex, Inc.'s sponsor-wide assets grew 40936.7%, from $14K to $6M.
Which ESOP plans are similar in size to Datrex, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Radian Research, Inc. Employee Stock Ownership Plan in IN ($5M, 78 participants).
Which ESOP plans cover a similar participant headcount to Datrex, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants, N/A 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 591293123.

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.