ESOP · DOL Form 5500 · 2023
Russ Davis Wholesale, Inc ESOP
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 792
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $116,334
- Avg per participant Below avg balance/head
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.
- #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.
- #5,827
- in Wholesale Trade (6,309 peers)
- -4.7%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
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.
Russ Davis Wholesale, Inc Employee Stock Ownership Plan's outsized position by total assets
Russ Davis Wholesale, Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$92,136,402 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Russ Davis Wholesale, Inc 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. Russ Davis Wholesale, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (792 participants).
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.
Plan-year Form 5500 strip
Filing strip 411111968 · Russ Davis Wholesale, Inc PY 2023 · ESOP
Russ Davis Wholesale, Inc Employee Stock Ownership Plan · $92M · 792 · 91st
- SCH $92M
- SCH 792
- SCH 91st
- SCH ESOP
- SCH near Tuff Shed, Inc. Employee Stock Ownership Plan
- SCH ind #5827
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 Minnesota →
Russ Davis Wholesale, Inc Employee Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Russ Davis Wholesale, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 10.22172685780899% vs 2022
- 2024 filing year
| 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.
- 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
Russ Davis Wholesale, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Tuff Shed, Inc. Employee Stock Ownership Plan in CO ($92M); by covered participants it is Highland Homes Employee Stock Ownership Plan in TX (791 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (792 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.