ESOP · DOL Form 5500 · 2023

Dividend Assets Capital Holdings, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$552,502
Avg per participant High balance/head
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Official DOL plan name: Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Dividend Assets Capital Holdings, Inc. · South Carolina · Finance & Insurance

$4M in assets, 7 participants

Dividend Assets Capital Holdings, Inc.'s Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,474 in Finance & Insurance (8,869 peers)

Dividend Assets Capital Holdings, Inc. multi-year trail

Dividend Assets Capital Holdings, Inc.'s plans moved +36.2% in assets from 2022 to 2024; this filing shows Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan at $4M / 7 participants.

#2,474
in Finance & Insurance (8,869 peers)
+6.8%
assets growth YoY

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,867,513 40th percentile higher than 40% 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

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 14 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $449K in the plan year 2022 filing to $306K in the plan year 2023 filing.
  • Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471952708 · Dividend Assets Capital Holdings, Inc. PY 2023 · ESOP

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan · $4M · 7 · 40th

  • RANK $4M
  • RANK 7
  • RANK 40th
  • RANK ESOP
  • RANK near Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust
  • RANK ind #2474

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 South Carolina →

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership PlanDividend Assets Capital Hold…$4MTaylor Engineering, Inc. Employee Stock Ownership Plan and TrustTaylor Engineering, Inc. Emp…$4MJg Development Employee Stock Ownership PlanJg Development Employee Stoc…$4MHouse & Robertson Architects, Inc. Employee Stock Ownership PlanHouse & Robertson Architects…$4MOem Connect, Ltd. Employee Stock Ownership PlanOem Connect, Ltd. Employee S…$4M
End-of-year total assets ($M) among Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Dividend Assets Capital Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dividend Assets Capital Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.151043920582445% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.62M $4.93M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 7 $4M
2024 1 9 $5M

Dividend Assets Capital Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income$306K
Employer EIN471952708
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -1000100200300400 020406080 Total assets ($M) Participants Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.867513 · Participants: 7Dividend Assets Capital Holdings, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust in FL ($4M); by covered participants it is Efs Wealth Management Employee Stock Ownership Plan in IA (7 participants). Same-state nearby plans are listed separately above.

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 Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.8% during 2023, from $4M to $4M. Reported net income was $306K.
How have Dividend Assets Capital Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dividend Assets Capital Holdings, Inc.'s sponsor-wide assets grew 36.2%, from $4M to $5M.
Which ESOP plans are similar in size to Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust in FL ($4M, 47 participants).
Which ESOP plans cover a similar participant headcount to Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Efs Wealth Management Employee Stock Ownership Plan in IA (7 participants, $3M 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 471952708.

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.