ESOP · DOL Form 5500 · 2023

D.a. Davidson Companies ESOP

Data updated 2026-08-25

$150M
Total assets Near avg plan size
1,474
Participants Near avg headcount
94th
Percentile by assets National rank
$101,457
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: D.a. Davidson Companies Employee Stock Ownership Plan · Sponsored by D.a. Davidson Companies · Montana · Finance & Insurance

$150M in assets, 1,474 participants

D.a. Davidson Companies's D.a. Davidson Companies Employee Stock Ownership Plan reported $150M in total assets and 1,474 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,974 in Finance & Insurance (8,869 peers)

Coverage in Montana

D.a. Davidson Companies Employee Stock Ownership Plan covers 1,474 participants in Montana, 5.4x the typical Montana plan (state average ~271 per filing). Assets: $150M.

#7,974
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

D.a. Davidson Companies Employee Stock Ownership Plan's outsized position by total assets

D.a. Davidson Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$149,547,346 Top 6% higher than 94% 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

D.a. Davidson Companies Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D.a. Davidson Companies Employee Stock Ownership Plan lands in the large band (1,474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D.a. Davidson Companies Employee Stock Ownership Plan reported net income rose from -$25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • D.a. Davidson Companies Employee Stock Ownership Plan end-of-year assets rose from $119M in the plan year 2022 filing to $150M in the plan year 2023 filing.
  • D.a. Davidson Companies Employee Stock Ownership Plan reported participants rose from 1,368 in the plan year 2022 filing to 1,474 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810439153 · D.a. Davidson Companies PY 2023 · ESOP

D.a. Davidson Companies Employee Stock Ownership Plan · $150M · 1,474 · 94th

  • VS-ST $150M
  • VS-ST 1,474
  • VS-ST 94th
  • VS-ST ESOP
  • VS-ST near Robinson Inc. ESOP Plan & Trust
  • VS-ST ind #7974

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 Montana →

D.a. Davidson Companies Employee Stock Ownership Plan in the asset neighbourhood

Wunderlich-Malec Engineering, Inc. Employee Stock Ownership PlanWunderlich-Malec Engineering…$151MD.a. Davidson Companies Employee Stock Ownership PlanD.a. Davidson Companies Empl…$150MRobinson Inc. ESOP Plan & TrustRobinson Inc. ESOP Plan & Tr…$149MCommonwealth Holdings, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. …$148MEmployee Owned Holdings, Inc. Employee Stock Ownership PlanEmployee Owned Holdings, Inc…$148M
End-of-year total assets ($M) among D.a. Davidson Companies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$150M
Net Income$31M
Employer EIN810439153
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D.a. Davidson Companies)

Sponsor-wide plan assets over time

All D.a. Davidson Companies plans reported in each filing year

Latest sponsor-wide plan assets
$798M 47.653124861464605% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $541M $798M ▲ +47.7%
Year Plans Participants Total Assets
2022 2 2,875 $541M
2023 2 3,054 $693M
2024 2 3,138 $798M

Nearby ESOP Plans in Montana

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

D.a. Davidson Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants D.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 149.547346 · Participants: 1474D.a. Davidson Companies Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 441.768786 · Participants: 824Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.207033 · Participants: 720Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.232679 · Participants: 278Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.920975 · Participants: 303Sletten, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 38.503363 · Participants: 80Oftedal Construction, Inc. Employee Stock Ownership Plan
D.a. Davidson Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare D.a. Davidson Companies Employee Stock Ownership Plan side-by-side with 3 peers →

D.a. Davidson Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is Robinson Inc. ESOP Plan & Trust in WI ($149M); by covered participants it is National Health Corp Leveraged Employee Stock Ownership Plan in TN (1,470 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,474 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 D.a. Davidson Companies Employee Stock Ownership Plan assets move in 2023? ▼
D.a. Davidson Companies Employee Stock Ownership Plan grew sharply - up 25.7% during 2023, from $119M to $150M. Reported net income was $31M.
How have D.a. Davidson Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.a. Davidson Companies's sponsor-wide assets grew 47.7%, from $541M to $798M.
Where does D.a. Davidson Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
D.a. Davidson Companies Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to D.a. Davidson Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Robinson Inc. ESOP Plan & Trust in WI ($149M, 444 participants).
Which ESOP plans cover a similar participant headcount to D.a. Davidson Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is National Health Corp Leveraged Employee Stock Ownership Plan in TN (1,470 participants, $144M 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 810439153.

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.