ESOP · DOL Form 5500 · 2023

David Clark Holdings, Inc. ESOP

Data updated 2026-08-25

$209M
Total assets Near avg plan size
221
Participants Below avg headcount
95th
Percentile by assets National rank
$946,905
Avg per participant High balance/head
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Official DOL plan name: David Clark Employee Stock Ownership Plan · Sponsored by David Clark Holdings, Inc. · Massachusetts · Manufacturing

$209M in assets, 221 participants

David Clark Holdings, Inc.'s David Clark Employee Stock Ownership Plan reported $209M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,233 in Manufacturing (18,722 peers)

Coverage in Massachusetts

David Clark Employee Stock Ownership Plan covers 221 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $209M.

#17,233
in Manufacturing (18,722 peers)
+9.1%
assets growth YoY
2.1×
vs typical plan assets (national mean)

David Clark Employee Stock Ownership Plan's outsized position by total assets

David Clark Employee Stock Ownership Plan vs every filed plan by assets

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

$209,266,000 Top 5% higher than 95% 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

David Clark Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Clark Employee Stock Ownership Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Clark Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • David Clark Employee Stock Ownership Plan end-of-year assets rose from $192M in the plan year 2022 filing to $209M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 844259761 · David Clark Holdings, Inc. PY 2023 · ESOP

David Clark Employee Stock Ownership Plan · $209M · 221 · 95th

  • TYPE $209M
  • NET 221
  • BOOK 95th
  • VS-ST ESOP
  • BOY near Brown Strauss, Inc. Employee Stock Ownership Plan
  • SCH ind #17233

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 Massachusetts →

David Clark Employee Stock Ownership Plan in the asset neighbourhood

Bi-Mart Corporation Employee Stock Ownership PlanBi-Mart Corporation Employee…$210MBrown Strauss, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee…$209MDavid Clark Employee Stock Ownership PlanDavid Clark Employee Stock O…$209MMurray Plumbing & Heating Corporation Employee Stock Ownership PlanMurray Plumbing & Heating Co…$209MDixie Plywood and Lumber Company Employee Stock Ownership PlanDixie Plywood and Lumber Com…$208M
End-of-year total assets ($M) among David Clark Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$192M
Net Assets (End of Year)$152M
Net Income$13M
Employer EIN844259761
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Clark Holdings, Inc.)

Sponsor-wide plan assets over time

All David Clark Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$241M 0.010061908640632824% vs 2022
2024 filing year
$230M$240M$250M$260M$270M 202220232024 $241M $241M ▼ -0.0%
Year Plans Participants Total Assets
2022 2 479 $241M
2023 2 489 $266M
2024 2 496 $241M

Nearby ESOP Plans in Massachusetts

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

David Clark Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 100200300400500600700 Total assets ($M) Participants David Clark Employee Stock Ownership Plan, Total assets ($M): 209.266 · Participants: 221David Clark Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
David Clark Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare David Clark Employee Stock Ownership Plan side-by-side with 3 peers →

David Clark Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Brown Strauss, Inc. Employee Stock Ownership Plan in CO ($209M); by covered participants it is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 David Clark Employee Stock Ownership Plan assets move in 2023? ▼
David Clark Employee Stock Ownership Plan grew at a solid clip - up 9.1% during 2023, from $192M to $209M. Reported net income was $13M.
How have David Clark Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Clark Holdings, Inc.'s sponsor-wide assets declined 0.0%, from $241M to $241M.
Where does David Clark Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
David Clark Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to David Clark Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brown Strauss, Inc. Employee Stock Ownership Plan in CO ($209M, 206 participants).
Which ESOP plans cover a similar participant headcount to David Clark Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI (221 participants, $23M 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 844259761.

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.