ESOP · DOL Form 5500 · 2023

Donley Companies, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
492
Participants Below avg headcount
59th
Percentile by assets National rank
$20,346
Avg per participant Low balance/head
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Official DOL plan name: Donley Companies, Inc. Employee Stock Ownership Plan · Sponsored by Donley Companies, Inc. · Ohio · Construction

$10M in assets, 492 participants

Donley Companies, Inc.'s Donley Companies, Inc. Employee Stock Ownership Plan reported $10M in total assets and 492 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.

  • #5,148 in Construction (9,030 peers)

Donley Companies, Inc. multi-year trail

Donley Companies, Inc.'s plans moved +143.3% in assets from 2022 to 2024; this filing shows Donley Companies, Inc. Employee Stock Ownership Plan at $10M / 492 participants.

#5,148
in Construction (9,030 peers)
+19.0%
assets growth YoY

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Donley Companies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Donley Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,010,000 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

Donley Companies, Inc. Employee Stock Ownership Plan 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. Donley Companies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (492 participants).

EBSA filing schedule strip

Filing strip 873916612 · Donley Companies, Inc. PY 2023 · ESOP

Donley Companies, Inc. Employee Stock Ownership Plan · $10M · 492 · 59th

  • TYPE $10M
  • NET 492
  • BOOK 59th
  • VS-ST ESOP
  • BOY near Clg Holding, Inc Employee Stock Ownership Plan
  • SCH ind #5148

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 Ohio →

Donley Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Donley Companies, Inc. Employee Stock Ownership PlanDonley Companies, Inc. Emplo…$10MClg Holding, Inc Employee Stock Ownership PlanClg Holding, Inc Employee St…$10MAcme Rigging Company, Inc. Employee Stock Ownership PlanAcme Rigging Company, Inc. E…$10MWest Press Employee Stock Ownership PlanWest Press Employee Stock Ow…$10MStandard Golf Company Employee Stock Ownership PlanStandard Golf Company Employ…$10M
End-of-year total assets ($M) among Donley Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Donley Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Donley Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 143.27796239415912% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.6M $45.3M ▲ +143.3%
Year Plans Participants Total Assets
2022 1 386 $19M
2023 2 1,034 $28M
2024 2 798 $45M

Donley Companies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$38M
Net Income-$47M
Employer EIN873916612
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Donley Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Donley Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01001 · Participants: 492Donley Companies, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Donley Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Donley Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Donley Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Clg Holding, Inc Employee Stock Ownership Plan in WV ($10M); by covered participants it is Dealers Electrical Supply Co. Employee Stock Ownership Plan in TX (491 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 Donley Companies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Donley Companies, Inc. Employee Stock Ownership Plan grew sharply - up 19.0% during 2023, from $8M to $10M. Reported net income was -$47M.
How have Donley Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donley Companies, Inc.'s sponsor-wide assets grew 143.3%, from $19M to $45M.
Which ESOP plans are similar in size to Donley Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Clg Holding, Inc Employee Stock Ownership Plan in WV ($10M, 39 participants).
Which ESOP plans cover a similar participant headcount to Donley Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dealers Electrical Supply Co. Employee Stock Ownership Plan in TX (491 participants, $103M 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 873916612.

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.