ESOP · DOL Form 5500 · 2023
Dai ESOP, Inc. ESOP
Data updated 2026-08-11
- $77M
- Total assets
- 345
- Participants
- 89th
- Percentile by assets
- $223,394
- Avg per participant
Official DOL plan name: Dai Employee Stock Ownership Plan · Sponsored by Dai ESOP, Inc. · Maryland · Professional & Technical Services
$77M in assets, 345 participants
Dai ESOP, Inc.'s Dai Employee Stock Ownership Plan reported $77M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #18,419 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Dai Employee Stock Ownership Plan covers 345 participants in Maryland, about 37% of the average Maryland filer (state average ~929 per filing). Assets: $77M.
- $77M
- total plan assets (2023 EOY)
- 345
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $223,394
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dai Employee Stock Ownership Plan reported net income rose from -$17M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
- Dai Employee Stock Ownership Plan reported participants fell from 386 in the plan year 2022 filing to 345 in the plan year 2023 filing.
- Dai Employee Stock Ownership Plan end-of-year assets fell from $86M in the plan year 2022 filing to $77M in the plan year 2023 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Dai Employee Stock Ownership Plan reports 345 participants - about 37% of that state average ($77M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | -$6M |
| Employer EIN | 810781201 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dai ESOP, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,179 | $261M |
| 2023 | 2 | 1,089 | $271M |
| 2024 | 2 | 1,316 | $278M |
Nearby ESOP Plans in Maryland
Peer ESOP plans, same state, same plan type, ranked by total assets.
Dai Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
- Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,617
- Westat, Inc. Employee Stock Ownership Plan $407M · 3,046
- Kci Technologies, Inc. Employee Stock Ownership Plan $336M · 1,793
- Brown Capital Management ESOP $320M · 35
- Lockheed Martin Corporation Capital Accumulation Plan $267M · 5,839
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Dai Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Dai Employee Stock Ownership Plan assets move in 2023? ▼
How have Dai ESOP, Inc. plan assets changed over time? ▼
Where does Dai Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Dai Employee Stock Ownership Plan? ▼
Next read for Dai Employee Stock Ownership Plan
Filing takeaways
Ways to act on Dai Employee Stock Ownership Plan's numbers.
- By total assets, Dai Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
- Dai ESOP, Inc.'s sponsor-wide assets have grown 6.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans