ESOP · DOL Form 5500 · 2023
David Clark Holdings, Inc. ESOP
Data updated 2026-08-11
- $209M
- Total assets
- 221
- Participants
- 95th
- Percentile by assets
- $946,905
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $209M
- total plan assets (2023 EOY)
- 221
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $946,905
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. David Clark Employee Stock Ownership Plan reports 221 participants - about 34% of that state average ($209M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $192M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $13M |
| Employer EIN | 844259761 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (David Clark Holdings, Inc.)
| 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
- Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
- The Gillette Company Employee Stock Ownership Plan $349M · 174
- Shawmut Group Employee Stock Ownership Plan $274M · 716
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
- Eastern Bank Employee Stock Ownership Plan $213M · 1,778
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to David Clark Employee Stock Ownership Plan by total assets, not by location.
- Brown Strauss, Inc. Employee Stock Ownership Plan (CO) $209M · 206
- Murray Plumbing & Heating Corporation Employee Stock Ownership Plan (CA) $209M · 367
- Bi-Mart Corporation Employee Stock Ownership Plan (OR) $210M · 1,981
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan (GA) $208M · 327
Frequently Asked Questions
How did David Clark Employee Stock Ownership Plan assets move in 2023? ▼
How have David Clark Holdings, Inc. plan assets changed over time? ▼
Where does David Clark Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on David Clark Employee Stock Ownership Plan's numbers.
- By total assets, David Clark Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
- David Clark Holdings, Inc.'s sponsor-wide assets have declined 0.0% since 2022 across 3 plan years on file. More Manufacturing plans