ESOP · DOL Form 5500 · 2023

C. S. Davidson, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
79
Participants Small participant base
54th
Percentile by assets National rank
$99,915
Avg per participant Below avg balance/head
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Official DOL plan name: C. S. Davidson, Inc. Employee Stock Ownership Plan · Sponsored by C. S. Davidson, Inc. · Pennsylvania · Professional & Technical Services

$8M in assets, 79 participants

C. S. Davidson, Inc.'s C. S. Davidson, Inc. Employee Stock Ownership Plan reported $8M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,550 in Professional & Technical Services (20,321 peers)

C. S. Davidson, Inc. multi-year trail

C. S. Davidson, Inc.'s plans moved +15.6% in assets from 2022 to 2024; this filing shows C. S. Davidson, Inc. Employee Stock Ownership Plan at $8M / 79 participants.

#10,550
in Professional & Technical Services (20,321 peers)
+1.9%
assets growth YoY

C. S. Davidson, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

C. S. Davidson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,893,267 Top 46% higher than 54% 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

C. S. Davidson, 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. C. S. Davidson, Inc. Employee Stock Ownership Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C. S. Davidson, Inc. Employee Stock Ownership Plan reported net income rose from $148K in the plan year 2022 filing to $303K in the plan year 2023 filing.
  • C. S. Davidson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • C. S. Davidson, Inc. Employee Stock Ownership Plan reported participants rose from 78 in the plan year 2022 filing to 79 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231305536 · C. S. Davidson, Inc. PY 2023 · ESOP

C. S. Davidson, Inc. Employee Stock Ownership Plan · $8M · 79 · 54th

  • PCT $8M
  • EIN 79
  • RANK 54th
  • PHOTO ESOP
  • IND near Arrowpac, Inc. Employee Stock Ownership Plan
  • EOY ind #10550

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 Pennsylvania →

C. S. Davidson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Clean Scapes Employee Stock Ownership PlanClean Scapes Employee Stock …$8MArrowpac, Inc. Employee Stock Ownership PlanArrowpac, Inc. Employee Stoc…$8MC. S. Davidson, Inc. Employee Stock Ownership PlanC. S. Davidson, Inc. Employe…$8MVarney, Inc Employee Stock Ownership Plan and TrustVarney, Inc Employee Stock O…$8MCrafts, Inc. Employee Stock Ownership PlanCrafts, Inc. Employee Stock …$8M
End-of-year total assets ($M) among C. S. Davidson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

C. S. Davidson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All C. S. Davidson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 15.61668846807655% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.74M $8.95M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 78 $8M
2023 1 79 $8M
2024 1 78 $9M

C. S. Davidson, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income$303K
Employer EIN231305536
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

C. S. Davidson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants C. S. Davidson, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007893267 · Participants: 79C. S. Davidson, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
C. S. Davidson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare C. S. Davidson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Arrowpac, Inc. Employee Stock Ownership Plan in NJ ($8M); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 C. S. Davidson, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
C. S. Davidson, Inc. Employee Stock Ownership Plan edged up modestly - up 1.9% during 2023, from $8M to $8M. Reported net income was $303K.
How have C. S. Davidson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. S. Davidson, Inc.'s sponsor-wide assets grew 15.6%, from $8M to $9M.
Which ESOP plans are similar in size to C. S. Davidson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Arrowpac, Inc. Employee Stock Ownership Plan in NJ ($8M, 63 participants).
Which ESOP plans cover a similar participant headcount to C. S. Davidson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (79 participants, $1M 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 231305536.

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.