ESOP · DOL Form 5500 · 2023
Russ Davis Wholesale, Inc ESOP
Data updated 2026-08-11
- $92M
- Total assets
- 792
- Participants
- 91st
- Percentile by assets
- $116,334
- Avg per participant
Official DOL plan name: Russ Davis Wholesale, Inc Employee Stock Ownership Plan · Sponsored by Russ Davis Wholesale, Inc · Minnesota · Wholesale Trade
$92M in assets, 792 participants
Russ Davis Wholesale, Inc's Russ Davis Wholesale, Inc Employee Stock Ownership Plan reported $92M in total assets and 792 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 127,072 plans)
- #5,827 in Wholesale Trade (6,309 peers)
Where Russ Davis Wholesale, Inc Employee Stock Ownership Plan sits by assets
Russ Davis Wholesale, Inc Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $92M for 792 participants (~$116,334/participant), down 4.7% in 2023.
- $92M
- total plan assets (2023 EOY)
- 792
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $116,334
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Russ Davis Wholesale, Inc Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Russ Davis Wholesale, Inc Employee Stock Ownership Plan reported participants rose from 643 in the plan year 2022 filing to 792 in the plan year 2023 filing.
- Russ Davis Wholesale, Inc Employee Stock Ownership Plan end-of-year assets fell from $97M in the plan year 2022 filing to $92M in the plan year 2023 filing.
Russ Davis Wholesale, Inc Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Russ Davis Wholesale, Inc Employee Stock Ownership Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | -$3M |
| Employer EIN | 411111968 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Russ Davis Wholesale, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 643 | $97M |
| 2023 | 1 | 792 | $92M |
| 2024 | 1 | 775 | $87M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
Russ Davis Wholesale, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Russ Davis Wholesale, Inc Employee Stock Ownership Plan by total assets, not by location.
- Tuff Shed, Inc. Employee Stock Ownership Plan (CO) $92M · 1,490
- Westchester Modular Homes, Inc. Employee Stock Ownership Plan (NY) $92M · 145
- Ksm Business Services, Inc. Employee Stock Ownership Plan (IN) $92M · 488
- Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust (CA) $92M · 145
Frequently Asked Questions
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Ways to act on Russ Davis Wholesale, Inc Employee Stock Ownership Plan's numbers.
- By total assets, Russ Davis Wholesale, Inc Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Russ Davis Wholesale, Inc's sponsor-wide assets have declined 10.2% since 2022 across 3 plan years on file. More Wholesale Trade plans