ESOP · DOL Form 5500 · 2023

Dutton-Lainson Company ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
248
Participants Below avg headcount
62nd
Percentile by assets National rank
$46,407
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dutton-Lainson Company Employee Stock Ownership Plan and Trust · Sponsored by Dutton-Lainson Company · Nebraska · Wholesale Trade

$12M in assets, 248 participants

Dutton-Lainson Company's Dutton-Lainson Company Employee Stock Ownership Plan and Trust reported $12M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,426 in Wholesale Trade (6,309 peers)

Coverage in Nebraska

Dutton-Lainson Company Employee Stock Ownership Plan and Trust covers 248 participants in Nebraska, about 45% of the average Nebraska filer (state average ~552 per filing). Assets: $12M.

#3,426
in Wholesale Trade (6,309 peers)
+3.3%
assets growth YoY

Dutton-Lainson Company Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Dutton-Lainson Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$11,508,868 Top 38% higher than 62% 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

Dutton-Lainson Company Employee Stock Ownership Plan and Trust 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. Dutton-Lainson Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dutton-Lainson Company Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2022 filing to $373K in the plan year 2023 filing.
  • Dutton-Lainson Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Dutton-Lainson Company Employee Stock Ownership Plan and Trust reported participants fell from 252 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470147640 · Dutton-Lainson Company PY 2023 · ESOP

Dutton-Lainson Company Employee Stock Ownership Plan and Trust · $12M · 248 · 62nd

  • BOY $12M
  • BOY 248
  • BOY 62nd
  • BOY ESOP
  • BOY near Phoenix International Holdings, Inc. Employee Stock Ownership Plan
  • BOY ind #3426

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 Nebraska →

Dutton-Lainson Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Bbh Employee Stock Ownership PlanBbh Employee Stock Ownership…$12MThe Innsbrook Corporation Employee Stock Ownership PlanThe Innsbrook Corporation Em…$12MCrescent Systems, Inc. Employee Stock Ownership Plan and TrustCrescent Systems, Inc. Emplo…$12MDutton-Lainson Company Employee Stock Ownership Plan and TrustDutton-Lainson Company Emplo…$12MPhoenix International Holdings, Inc. Employee Stock Ownership PlanPhoenix International Holdin…$12M
End-of-year total assets ($M) among Dutton-Lainson Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$373K
Employer EIN470147640
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dutton-Lainson Company)

Sponsor-wide plan assets over time

All Dutton-Lainson Company plans reported in each filing year

Latest sponsor-wide plan assets
$42M 22.759969293796324% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.6M $42.5M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 534 $35M
2023 2 514 $40M
2024 2 495 $42M

Nearby ESOP Plans in Nebraska

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

Dutton-Lainson Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Dutton-Lainson Company Employee Stock Ownership Plan and Trust, Total assets ($M): 11.508868 · Participants: 248Dutton-Lainson Company Employee Stock Ownership Plan and TrustMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
Dutton-Lainson Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Dutton-Lainson Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Dutton-Lainson Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Phoenix International Holdings, Inc. Employee Stock Ownership Plan in MD ($12M); by covered participants it is Columbus Mckinnon Corporation Employee Stock Ownership Plan in NC (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Dutton-Lainson Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Dutton-Lainson Company Employee Stock Ownership Plan and Trust edged up modestly - up 3.3% during 2023, from $11M to $12M. Reported net income was $373K.
How have Dutton-Lainson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dutton-Lainson Company's sponsor-wide assets grew 22.8%, from $35M to $42M.
Which ESOP plans are similar in size to Dutton-Lainson Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Phoenix International Holdings, Inc. Employee Stock Ownership Plan in MD ($12M, 150 participants).
Which ESOP plans cover a similar participant headcount to Dutton-Lainson Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Columbus Mckinnon Corporation Employee Stock Ownership Plan in NC (248 participants, $7M 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 470147640.

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.