ESOP · DOL Form 5500 · 2024

Daymark Energy Advisors, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
34
Participants Small participant base
27th
Percentile by assets National rank
$48,236
Avg per participant Low balance/head
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Official DOL plan name: Daymark Energy Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Daymark Energy Advisors, Inc. · Massachusetts · Professional & Technical Services

$2M in assets, 34 participants

Daymark Energy Advisors, Inc.'s Daymark Energy Advisors, Inc. Employee Stock Ownership Plan reported $2M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,618 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan holds $2M for 34 participants - about $48,236 per participant, in the lower half of filed plans by assets.

#4,618
in Professional & Technical Services (20,173 peers)
-7.8%
assets change YoY

The plan reported a net loss of $139K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,640,008 27th percentile higher than 27% of 123,620 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 2024

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Daymark Energy Advisors, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Daymark Energy Advisors, Inc. Employee Stock Ownership Plan reported net income fell from $408K in the plan year 2023 filing to -$139K in the plan year 2024 filing.
  • Daymark Energy Advisors, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Daymark Energy Advisors, Inc. Employee Stock Ownership Plan reported participants rose from 32 in the plan year 2023 filing to 34 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043577380 · Daymark Energy Advisors, Inc. PY 2024 · ESOP

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan · $2M · 34 · 27th

  • PCT $2M
  • PCT 34
  • PCT 27th
  • PCT ESOP
  • PCT near Point of Beginning, Inc. Employee Stock Ownership Plan
  • PCT ind #4618

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 Massachusetts →

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Daymark Energy Advisors, Inc. Employee Stock Ownership PlanDaymark Energy Advisors, Inc…$2MPoint of Beginning, Inc. Employee Stock Ownership PlanPoint of Beginning, Inc. Emp…$2MFirst Alarm Employee Stock Ownership Plan and TrustFirst Alarm Employee Stock O…$2MAcuity Healthcare Employee Stock Ownership Plan and TrustAcuity Healthcare Employee S…$2MCard Kingdom, Inc. Employee Stock Ownership PlanCard Kingdom, Inc. Employee …$2M
End-of-year total assets ($M) among Daymark Energy Advisors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$139K
Employer EIN043577380
Plan Effective Date2001-08-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Daymark Energy Advisors, Inc.)

Sponsor-wide plan assets over time

All Daymark Energy Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.374105587583031% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.51M $1.64M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 34 $2M
2023 1 32 $2M
2024 1 34 $2M

Nearby ESOP Plans in Massachusetts

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

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Daymark Energy Advisors, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.640008 · Participants: 34Daymark Energy Advisors, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Daymark Energy Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Daymark Energy Advisors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Point of Beginning, Inc. Employee Stock Ownership Plan in WI ($2M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Daymark Energy Advisors, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Daymark Energy Advisors, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.8% during 2024, from $2M to $2M. Reported net income was -$139K.
How have Daymark Energy Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daymark Energy Advisors, Inc.'s sponsor-wide assets grew 8.4%, from $2M to $2M.
Which ESOP plans are similar in size to Daymark Energy Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Point of Beginning, Inc. Employee Stock Ownership Plan in WI ($2M, 39 participants).
Which ESOP plans cover a similar participant headcount to Daymark Energy Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043577380.

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.