ESOP · DOL Form 5500 · 2023

Durbin Bennett Tax Advisors, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
30th
Percentile by assets National rank
$140,459
Avg per participant Near avg balance/head
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Official DOL plan name: Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Durbin Bennett Tax Advisors, Inc. · Texas · Professional & Technical Services

$2M in assets, 14 participants

Durbin Bennett Tax Advisors, Inc.'s Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,315 in Professional & Technical Services (20,321 peers)

Durbin Bennett Tax Advisors, Inc. multi-year trail

Durbin Bennett Tax Advisors, Inc.'s plans moved +50.4% in assets from 2022 to 2024; this filing shows Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan at $2M / 14 participants.

#5,315
in Professional & Technical Services (20,321 peers)
+41.7%
assets growth YoY

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,966,421 30th percentile higher than 30% 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

Durbin Bennett Tax Advisors, 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. Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan reported net income rose from $304K in the plan year 2022 filing to $659K in the plan year 2023 filing.
  • Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472401640 · Durbin Bennett Tax Advisors, Inc. PY 2023 · ESOP

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan · $2M · 14 · 30th

  • SCH $2M
  • SCH 14
  • SCH 30th
  • SCH ESOP
  • SCH near Keck & Wood, Inc. Employee Stock Ownership Plan & Trust
  • SCH ind #5315

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 Texas →

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership PlanDurbin Bennett Tax Advisors,…$2MKeck & Wood, Inc. Employee Stock Ownership Plan & TrustKeck & Wood, Inc. Employee S…$2MNorthern Adjusters, Inc. Employee Stock Ownership PlanNorthern Adjusters, Inc. Emp…$2MDynamic Engineering, Inc. 2013 Amended and and Restated Employee Stock Ownership PlanDynamic Engineering, Inc. 20…$2MFirst Federal Savings Bank Employee Stock Ownership Plan, as Amended and RestatedFirst Federal Savings Bank E…$2M
End-of-year total assets ($M) among Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Durbin Bennett Tax Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Durbin Bennett Tax Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 50.391052595547194% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.39M $2.09M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 16 $1M
2023 1 14 $2M
2024 1 16 $2M

Durbin Bennett Tax Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$659K
Employer EIN472401640
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001966421 · Participants: 14Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Keck & Wood, Inc. Employee Stock Ownership Plan & Trust in GA ($2M); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan surged - up 41.7% during 2023, from $1M to $2M. Reported net income was $659K.
How have Durbin Bennett Tax Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Durbin Bennett Tax Advisors, Inc.'s sponsor-wide assets grew 50.4%, from $1M to $2M.
Which ESOP plans are similar in size to Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Keck & Wood, Inc. Employee Stock Ownership Plan & Trust in GA ($2M, 48 participants).
Which ESOP plans cover a similar participant headcount to Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eureka Homestead ESOP in LA (14 participants, $2M 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 472401640.

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.