ESOP · DOL Form 5500 · 2023

D.S. Baxley, Inc. ESOP

Data updated 2026-08-25

$546K
Total assets Small plan by assets
42
Participants Small participant base
19th
Percentile by assets National rank
$13,009
Avg per participant Low balance/head
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Official DOL plan name: D.S. Baxley, Inc. Employee Stock Ownership Plan · Sponsored by D.S. Baxley, Inc. · California · Construction

$546K in assets, 42 participants

D.S. Baxley, Inc.'s D.S. Baxley, Inc. Employee Stock Ownership Plan reported $546K in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,547 in Construction (9,030 peers)

What the 2023 filing shows

D.S. Baxley, Inc. Employee Stock Ownership Plan holds $546K for 42 participants - about $13,009 per participant, among the smaller plans by assets on file.

#1,547
in Construction (9,030 peers)
-2.1%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

D.S. Baxley, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

D.S. Baxley, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$546,380 19th percentile higher than 19% 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

D.S. Baxley, 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. D.S. Baxley, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D.S. Baxley, Inc. Employee Stock Ownership Plan reported net income rose from -$283K in the plan year 2022 filing to -$24K in the plan year 2023 filing.
  • D.S. Baxley, Inc. Employee Stock Ownership Plan end-of-year assets fell from $558K in the plan year 2022 filing to $546K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202835224 · D.S. Baxley, Inc. PY 2023 · ESOP

D.S. Baxley, Inc. Employee Stock Ownership Plan · $546K · 42 · 19th

  • PCT $546K
  • PCT 42
  • PCT 19th
  • PCT ESOP
  • PCT near Coastline Electrical Construction, Inc. Employee Stock Ownership Plan
  • PCT ind #1547

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 California →

D.S. Baxley, Inc. Employee Stock Ownership Plan in the asset neighbourhood

D.S. Baxley, Inc. Employee Stock Ownership PlanD.S. Baxley, Inc. Employee S…$546KCoastline Electrical Construction, Inc. Employee Stock Ownership PlanCoastline Electrical Constru…$548KEdwards Group Holdings Inc. Employee Stock Ownership PlanEdwards Group Holdings Inc. …$548KBabich & Associates, Inc. Employee Stock Ownership PlanBabich & Associates, Inc. Em…$549KCit Administrative Services Inc Employee Stock Ownership and Profit Sharing PlanCit Administrative Services …$543K
End-of-year total assets ($M) among D.S. Baxley, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$558K
Net Assets (End of Year)$534K
Net Income-$24K
Employer EIN202835224
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D.S. Baxley, Inc.)

Sponsor-wide plan assets over time

All D.S. Baxley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$613K 9.872770072482721% vs 2022
2024 filing year
$0.54M$0.56M$0.58M$0.6M$0.62M 202220232024 $0.56M $0.61M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 42 $558K
2023 1 42 $546K
2024 1 42 $613K

Nearby ESOP Plans in California

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

D.S. Baxley, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants D.S. Baxley, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00054638 · Participants: 42D.S. Baxley, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
D.S. Baxley, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare D.S. Baxley, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

D.S. Baxley, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Coastline Electrical Construction, Inc. Employee Stock Ownership Plan in NC ($548K); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 D.S. Baxley, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
D.S. Baxley, Inc. Employee Stock Ownership Plan edged down modestly - down 2.1% during 2023, from $558K to $546K. Reported net income was -$24K.
How have D.S. Baxley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.S. Baxley, Inc.'s sponsor-wide assets grew 9.9%, from $558K to $613K.
Where does D.S. Baxley, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
D.S. Baxley, Inc. Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to D.S. Baxley, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Coastline Electrical Construction, Inc. Employee Stock Ownership Plan in NC ($548K, 33 participants).
Which ESOP plans cover a similar participant headcount to D.S. Baxley, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M 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 202835224.

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.