ESOP · DOL Form 5500 · 2023
Durham & Bates Agencies, Inc. ESOP
Data updated 2026-08-11
- $16M
- Total assets
- 38
- Participants
- 69th
- Percentile by assets
- $423,951
- Avg per participant
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.
- 69th percentile by assets (of 127,072 plans)
- #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.
- $16M
- total plan assets (2023 EOY)
- 38
- covered participants
- 69th
- percentile by assets (of 127,072 plans)
- $423,951
- avg assets per participant
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.
Durham & Bates Agencies, Inc. across 3 plan years on file
Across the 3 plan years Durham & Bates Agencies, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $39M, a gain of 163.7%, while reported participants moved from 38 to 40 (+5.3%). Peak year by sponsor assets: 2024 ($39M); trough: 2022 ($15M).
Durham & Bates Agencies, Inc. multi-year asset trail
| 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 EIN | 930463663 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING 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
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $236M · 580
- Bi-Mart Corporation Employee Stock Ownership Plan $210M · 1,981
- Pacific Industrial Corp. Employee Stock Ownership Plan $204M · 71
- Key Knife, Inc. Employee Stock Ownership Plan $168M · 69
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $73M · 200
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Durham & Bates Agencies, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Durham & Bates Agencies, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Durham & Bates Agencies, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
- Durham & Bates Agencies, Inc.'s sponsor-wide assets have grown 163.7% since 2022 across 3 plan years on file. More Finance & Insurance plans