ESOP · DOL Form 5500 · 2023

Andrew Davidson & Co., Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
48
Participants Small participant base
59th
Percentile by assets National rank
$210,745
Avg per participant Above avg balance/head
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Official DOL plan name: Andrew Davidson & Co., Inc. Employee Stock Ownership Plan · Sponsored by Andrew Davidson & Co., Inc. · New York · Professional & Technical Services

$10M in assets, 48 participants

Andrew Davidson & Co., Inc.'s Andrew Davidson & Co., Inc. Employee Stock Ownership Plan reported $10M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,673 in Professional & Technical Services (20,321 peers)

Andrew Davidson & Co., Inc. multi-year trail

Andrew Davidson & Co., Inc.'s plans moved +29.0% in assets from 2022 to 2024; this filing shows Andrew Davidson & Co., Inc. Employee Stock Ownership Plan at $10M / 48 participants.

#11,673
in Professional & Technical Services (20,321 peers)
+19.7%
assets growth YoY

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

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,115,743 Top 41% higher than 59% 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

Andrew Davidson & Co., 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. Andrew Davidson & Co., Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andrew Davidson & Co., Inc. Employee Stock Ownership Plan reported net income rose from -$35K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Andrew Davidson & Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133674289 · Andrew Davidson & Co., Inc. PY 2023 · ESOP

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan · $10M · 48 · 59th

  • RANK $10M
  • RANK 48
  • RANK 59th
  • RANK ESOP
  • RANK near Act Fulfillment, Inc. Employee Stock Ownership Plan
  • RANK ind #11673

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 New York →

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Andrew Davidson & Co., Inc. Employee Stock Ownership PlanAndrew Davidson & Co., Inc. …$10MAct Fulfillment, Inc. Employee Stock Ownership PlanAct Fulfillment, Inc. Employ…$10MTri-County Bank Employee Stock Ownership PlanTri-County Bank Employee Sto…$10MCommercial Bank of Mott Employee Stock Ownership PlanCommercial Bank of Mott Empl…$10MAcme Truck Employee Stock Ownership PlanAcme Truck Employee Stock Ow…$10M
End-of-year total assets ($M) among Andrew Davidson & Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Andrew Davidson & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Andrew Davidson & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.037438400215244% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.45M $10.9M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 48 $8M
2023 1 48 $10M
2024 1 48 $11M

Andrew Davidson & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN133674289
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Andrew Davidson & Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 10.115743 · Participants: 48Andrew Davidson & Co., Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Andrew Davidson & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Andrew Davidson & Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Act Fulfillment, Inc. Employee Stock Ownership Plan in CA ($10M); by covered participants it is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Andrew Davidson & Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Andrew Davidson & Co., Inc. Employee Stock Ownership Plan grew sharply - up 19.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Andrew Davidson & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrew Davidson & Co., Inc.'s sponsor-wide assets grew 29.0%, from $8M to $11M.
Which ESOP plans are similar in size to Andrew Davidson & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Act Fulfillment, Inc. Employee Stock Ownership Plan in CA ($10M, 179 participants).
Which ESOP plans cover a similar participant headcount to Andrew Davidson & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants, N/A 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 133674289.

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.