ESOP · DOL Form 5500 · 2023

Durham & Bates Agencies, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
38
Participants Small participant base
69th
Percentile by assets National rank
$423,951
Avg per participant High balance/head
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Official DOL plan name: Durham & Bates Agencies, Inc. Employee Stock Ownership Plan · Sponsored by Durham & Bates Agencies, Inc. · Oregon · Finance & Insurance

$16M in assets, 38 participants

Durham & Bates Agencies, Inc.'s Durham & Bates Agencies, Inc. Employee Stock Ownership Plan reported $16M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,798 in Finance & Insurance (8,869 peers)

Durham & Bates Agencies, Inc. multi-year trail

Durham & Bates Agencies, Inc.'s plans moved +163.7% in assets from 2022 to 2024; this filing shows Durham & Bates Agencies, Inc. Employee Stock Ownership Plan at $16M / 38 participants.

#4,798
in Finance & Insurance (8,869 peers)
+8.5%
assets growth YoY

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,110,137 Top 31% higher than 69% 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

Durham & Bates Agencies, 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. Durham & Bates Agencies, Inc. Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Durham & Bates Agencies, Inc. Employee Stock Ownership Plan reported net income rose from $771K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Durham & Bates Agencies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930463663 · Durham & Bates Agencies, Inc. PY 2023 · ESOP

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan · $16M · 38 · 69th

  • BOY $16M
  • BOY 38
  • BOY 69th
  • BOY ESOP
  • BOY near Dale Medical Products Employee Stock Ownership Plan
  • BOY ind #4798

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 Oregon →

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Norair Engineering Corp. Employee Stock Ownership PlanNorair Engineering Corp. Emp…$16MRettew Employee Stock Ownership Plan TrustRettew Employee Stock Owners…$16MDurham & Bates Agencies, Inc. Employee Stock Ownership PlanDurham & Bates Agencies, Inc…$16MDale Medical Products Employee Stock Ownership PlanDale Medical Products Employ…$16MAlpine Snowguards Employee Stock Ownership PlanAlpine Snowguards Employee S…$16M
End-of-year total assets ($M) among Durham & Bates Agencies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Durham & Bates Agencies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Durham & Bates Agencies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 163.67714478335805% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $14.9M $39.2M ▲ +163.6%
Year Plans Participants Total Assets
2022 1 38 $15M
2023 1 38 $16M
2024 1 40 $39M

Durham & Bates Agencies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN930463663
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 050100150200250 Total assets ($M) Participants Durham & Bates Agencies, Inc. Employee Stock Ownership Plan, Total assets ($M): 16.110137 · Participants: 38Durham & Bates Agencies, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Durham & Bates Agencies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Durham & Bates Agencies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Dale Medical Products Employee Stock Ownership Plan in MA ($16M); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Durham & Bates Agencies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Durham & Bates Agencies, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.5% during 2023, from $15M to $16M. Reported net income was $1M.
How have Durham & Bates Agencies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Durham & Bates Agencies, Inc.'s sponsor-wide assets grew 163.7%, from $15M to $39M.
Which ESOP plans are similar in size to Durham & Bates Agencies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dale Medical Products Employee Stock Ownership Plan in MA ($16M, 56 participants).
Which ESOP plans cover a similar participant headcount to Durham & Bates Agencies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 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 930463663.

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.