ESOP · DOL Form 5500 · 2023

Davis, Gregory, & Kyle, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
31st
Percentile by assets National rank
$116,525
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan · Sponsored by Davis, Gregory, & Kyle, Inc. · Pennsylvania · Finance & Insurance

$2M in assets, 18 participants

Davis, Gregory, & Kyle, Inc.'s Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,879 in Finance & Insurance (8,869 peers)

Davis, Gregory, & Kyle, Inc. multi-year trail

Davis, Gregory, & Kyle, Inc.'s plans moved -44.1% in assets from 2022 to 2024; this filing shows Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan at $2M / 18 participants.

#1,879
in Finance & Insurance (8,869 peers)
-46.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,097,449 31st percentile higher than 31% 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

Davis, Gregory, & Kyle, 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. Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan reported net income fell from -$93K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232071471 · Davis, Gregory, & Kyle, Inc. PY 2023 · ESOP

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan · $2M · 18 · 31st

  • NET $2M
  • BOOK 18
  • VS-ST 31st
  • BOY ESOP
  • SCH near Hale Northeastern Employee Stock Ownership Plan
  • EBSA ind #1879

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 Pennsylvania →

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership PlanDavis, Gregory, & Kyle, Inc.…$2MHale Northeastern Employee Stock Ownership PlanHale Northeastern Employee S…$2MB&b Welding Company, Inc. Employee Stock Ownership PlanB&b Welding Company, Inc. Em…$2MScientific Engineering Inc Employees Stock Ownership PlanScientific Engineering Inc E…$2MArgi Holdings, Inc. Employee Stock Ownership PlanArgi Holdings, Inc. Employee…$2M
End-of-year total assets ($M) among Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Davis, Gregory, & Kyle, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Davis, Gregory, & Kyle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.138934125316624% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $3.94M $2.2M ▼ -44.2%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 18 $2M
2024 2 30 $2M

Davis, Gregory, & Kyle, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN232071471
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002097449 · Participants: 18Davis, Gregory, & Kyle, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Hale Northeastern Employee Stock Ownership Plan in NY ($2M); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan contracted severely - down 46.7% during 2023, from $4M to $2M. Reported net income was -$2M.
How have Davis, Gregory, & Kyle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis, Gregory, & Kyle, Inc.'s sponsor-wide assets declined 44.1%, from $4M to $2M.
Which ESOP plans are similar in size to Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hale Northeastern Employee Stock Ownership Plan in NY ($2M, 10 participants).
Which ESOP plans cover a similar participant headcount to Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants, $1M 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 232071471.

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.