ESOP · DOL Form 5500 · 2023

David Volkert & Associates, Inc. ESOP

Data updated 2026-08-25

$127M
Total assets Near avg plan size
909
Participants Near avg headcount
93rd
Percentile by assets National rank
$139,550
Avg per participant Near avg balance/head
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Official DOL plan name: Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub · Sponsored by David Volkert & Associates, Inc. · Alabama · Professional & Technical Services

$127M in assets, 909 participants

David Volkert & Associates, Inc.'s Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub reported $127M in total assets and 909 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,093 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub covers 909 participants in Alabama, 2.5x the typical Alabama plan (state average ~360 per filing). Assets: $127M.

#19,093
in Professional & Technical Services (20,321 peers)
+15.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub's outsized position by total assets

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub vs every filed plan by assets

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

$126,850,762 Top 7% higher than 93% 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

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub 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. Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub sits mid-pack in the medium band (909 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub reported net income rose from -$3M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub end-of-year assets rose from $110M in the plan year 2022 filing to $127M in the plan year 2023 filing.
  • Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub reported participants rose from 886 in the plan year 2022 filing to 909 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630703075 · David Volkert & Associates, Inc. PY 2023 · ESOP

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub · $127M · 909 · 93rd

  • BOY $127M
  • SCH 909
  • EBSA 93rd
  • PART ESOP
  • TYPE near Gray, Inc. Employee Stock Ownership Plan
  • NET ind #19093

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 Alabama →

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub in the asset neighbourhood

Gpf Life and Health Benefits Co. Employee Stock Ownership PlanGpf Life and Health Benefits…$128MEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and SubEmployee Stock Ownership Pla…$127MGray, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ow…$127MGulf Coast Bank & Trust Company Employee Stock Ownership PlanGulf Coast Bank & Trust Comp…$126MPolyguard Products, Inc. Employee Stock Ownership PlanPolyguard Products, Inc. Emp…$126M
End-of-year total assets ($M) among Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$127M
Net Income$17M
Employer EIN630703075
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Volkert & Associates, Inc.)

Sponsor-wide plan assets over time

All David Volkert & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288M 56.72544725343126% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $184M $288M ▲ +56.7%
Year Plans Participants Total Assets
2022 2 1,967 $184M
2023 2 2,081 $218M
2024 2 2,264 $288M

Nearby ESOP Plans in Alabama

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

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and SubStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanPinnacle Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.683277 · Participants: 293Pinnacle Solutions, Inc. Employee Stock Ownership Plan
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub side-by-side with 3 peers →

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Gray, Inc. Employee Stock Ownership Plan in KY ($127M); by covered participants it is Ramey's Employee Stock Ownership Plan in MO (909 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (909 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 Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub assets move in 2023? ▼
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub grew sharply - up 15.8% during 2023, from $110M to $127M. Reported net income was $17M.
How have David Volkert & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Volkert & Associates, Inc.'s sponsor-wide assets grew 56.7%, from $184M to $288M.
Where does Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub rank by assets among Form 5500 filers? ▼
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub? ▼
Among ESOP plans in other states, the closest by assets is Gray, Inc. Employee Stock Ownership Plan in KY ($127M, 1,362 participants).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub? ▼
Among ESOP plans in other states, the closest by covered participants is Ramey's Employee Stock Ownership Plan in MO (909 participants, $31M 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 630703075.

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.