ESOP · DOL Form 5500 · 2023

Neil H. Daniels, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
25
Participants Small participant base
57th
Percentile by assets National rank
$366,950
Avg per participant High balance/head
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Official DOL plan name: Neil H. Daniels, Inc. Employee Stock Ownership Plan · Sponsored by Neil H. Daniels, Inc. · Vermont · Construction

$9M in assets, 25 participants

Neil H. Daniels, Inc.'s Neil H. Daniels, Inc. Employee Stock Ownership Plan reported $9M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #4,982 in Construction (9,030 peers)

Neil H. Daniels, Inc. multi-year trail

Neil H. Daniels, Inc.'s plans moved +87.4% in assets from 2022 to 2024; this filing shows Neil H. Daniels, Inc. Employee Stock Ownership Plan at $9M / 25 participants.

#4,982
in Construction (9,030 peers)
+30.0%
assets growth YoY

Neil H. Daniels, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Neil H. Daniels, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,173,755 Top 43% higher than 57% 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

Neil H. Daniels, 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. Neil H. Daniels, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neil H. Daniels, Inc. Employee Stock Ownership Plan reported net income rose from -$62K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Neil H. Daniels, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Neil H. Daniels, Inc. Employee Stock Ownership Plan reported participants fell from 26 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030217216 · Neil H. Daniels, Inc. PY 2023 · ESOP

Neil H. Daniels, Inc. Employee Stock Ownership Plan · $9M · 25 · 57th

  • BOOK $9M
  • VS-ST 25
  • BOY 57th
  • SCH ESOP
  • EBSA near Quantum Design International, Inc. Employee Stock Ownership Plan
  • PART ind #4982

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 Vermont →

Neil H. Daniels, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Paramount Coffee Employee Stock Ownership PlanParamount Coffee Employee St…$9MThe Mackenzie ESOP$9MNeil H. Daniels, Inc. Employee Stock Ownership PlanNeil H. Daniels, Inc. Employ…$9MQuantum Design International, Inc. Employee Stock Ownership PlanQuantum Design International…$9MIntegrity Building, Corp. Employee Stock Ownership PlanIntegrity Building, Corp. Em…$9M
End-of-year total assets ($M) among Neil H. Daniels, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Neil H. Daniels, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Neil H. Daniels, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 87.4017602522193% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.06M $13.2M ▲ +87.3%
Year Plans Participants Total Assets
2022 1 26 $7M
2023 1 25 $9M
2024 1 27 $13M

Neil H. Daniels, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN030217216
Plan Effective Date1971-02-25
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Neil H. Daniels, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400500 Total assets ($M) Participants Neil H. Daniels, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.173755 · Participants: 25Neil H. Daniels, Inc. Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership Plan
Neil H. Daniels, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Neil H. Daniels, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Neil H. Daniels, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Quantum Design International, Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Neil H. Daniels, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Neil H. Daniels, Inc. Employee Stock Ownership Plan surged - up 30.0% during 2023, from $7M to $9M. Reported net income was $2M.
How have Neil H. Daniels, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neil H. Daniels, Inc.'s sponsor-wide assets grew 87.4%, from $7M to $13M.
Which ESOP plans are similar in size to Neil H. Daniels, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Quantum Design International, Inc. Employee Stock Ownership Plan in CA ($9M, 212 participants).
Which ESOP plans cover a similar participant headcount to Neil H. Daniels, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 030217216.

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.