ESOP · DOL Form 5500 · 2023

David Allen Company, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
207
Participants Below avg headcount
58th
Percentile by assets National rank
$46,899
Avg per participant Low balance/head
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Official DOL plan name: David Allen Company, Inc. Employee Stock Ownership Plan · Sponsored by David Allen Company, Inc. · North Carolina · Construction

$10M in assets, 207 participants

David Allen Company, Inc.'s David Allen Company, Inc. Employee Stock Ownership Plan reported $10M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,092 in Construction (9,030 peers)

Coverage in North Carolina

David Allen Company, Inc. Employee Stock Ownership Plan covers 207 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#5,092
in Construction (9,030 peers)
+2.2%
assets growth YoY

David Allen Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

David Allen Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,708,048 Top 42% higher than 58% 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

David Allen Company, 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. David Allen Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Allen Company, Inc. Employee Stock Ownership Plan reported net income fell from $536K in the plan year 2022 filing to $210K in the plan year 2023 filing.
  • David Allen Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560889788 · David Allen Company, Inc. PY 2023 · ESOP

David Allen Company, Inc. Employee Stock Ownership Plan · $10M · 207 · 58th

  • PHOTO $10M
  • PHOTO 207
  • PHOTO 58th
  • PHOTO ESOP
  • PHOTO near K & S Wire Products, Inc. Employee Stock Ownership Plan
  • PHOTO ind #5092

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 North Carolina →

David Allen Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Thumb Bank & Trust Employee Stock Ownership PlanThumb Bank & Trust Employee …$10MDavid Allen Company, Inc. Employee Stock Ownership PlanDavid Allen Company, Inc. Em…$10MK & S Wire Products, Inc. Employee Stock Ownership PlanK & S Wire Products, Inc. Em…$10MWarren G. Bender Co. Employee Stock Ownership PlanWarren G. Bender Co. Employe…$10MAccess Sciences Corporation Employee Stock Ownership PlanAccess Sciences Corporation …$10M
End-of-year total assets ($M) among David Allen Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income$210K
Employer EIN560889788
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Allen Company, Inc.)

Sponsor-wide plan assets over time

All David Allen Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 29.122844089435112% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18M $23.2M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 409 $18M
2023 2 403 $20M
2024 2 377 $23M

Nearby ESOP Plans in North Carolina

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

David Allen Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants David Allen Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.708048 · Participants: 207David Allen Company, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
David Allen Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare David Allen Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

David Allen Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is K & S Wire Products, Inc. Employee Stock Ownership Plan in MO ($10M); by covered participants it is E&m Logistics Inc. Employee Stock Ownership Plan in NY (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 David Allen Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
David Allen Company, Inc. Employee Stock Ownership Plan edged up modestly - up 2.2% during 2023, from $9M to $10M. Reported net income was $210K.
How have David Allen Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Allen Company, Inc.'s sponsor-wide assets grew 29.1%, from $18M to $23M.
Which ESOP plans are similar in size to David Allen Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is K & S Wire Products, Inc. Employee Stock Ownership Plan in MO ($10M, 47 participants).
Which ESOP plans cover a similar participant headcount to David Allen Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E&m Logistics Inc. Employee Stock Ownership Plan in NY (207 participants, $22M 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 560889788.

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.