ESOP · DOL Form 5500 · 2023

Davies Office Refurbishing, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
99
Participants Small participant base
54th
Percentile by assets National rank
$83,071
Avg per participant Below avg balance/head
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Official DOL plan name: Davies Office Refurbishing, Inc. Employee Stock Ownership Plan · Sponsored by Davies Office Refurbishing, Inc. · New York · Wholesale Trade

$8M in assets, 99 participants

Davies Office Refurbishing, Inc.'s Davies Office Refurbishing, Inc. Employee Stock Ownership Plan reported $8M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,835 in Wholesale Trade (6,309 peers)

2023 asset change

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan declined sharply 19.2% in 2023 ($10M → $8M) for 99 participants.

#2,835
in Wholesale Trade (6,309 peers)
-19.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,224,055 Top 46% higher than 54% 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

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davies Office Refurbishing, Inc. Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davies Office Refurbishing, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Davies Office Refurbishing, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Davies Office Refurbishing, Inc. Employee Stock Ownership Plan reported participants fell from 112 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141566162 · Davies Office Refurbishing, Inc. PY 2023 · ESOP

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan · $8M · 99 · 54th

  • EOY $8M
  • 5500 99
  • ASSETS 54th
  • PCT ESOP
  • EIN near Gate Energy, Inc. Employee Stock Ownership Plan
  • RANK ind #2835

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 New York →

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lithotype Employee Stock Ownership PlanLithotype Employee Stock Own…$8MDavies Office Refurbishing, Inc. Employee Stock Ownership PlanDavies Office Refurbishing, …$8MGate Energy, Inc. Employee Stock Ownership PlanGate Energy, Inc. Employee S…$8MIndependent Bancshares, Inc. Employee Stock Ownership PlanIndependent Bancshares, Inc.…$8ME.M.B. Corporation Employee Stock Ownership PlanE.M.B. Corporation Employee …$8M
End-of-year total assets ($M) among Davies Office Refurbishing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Davies Office Refurbishing, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Davies Office Refurbishing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.842089746262653% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M$14M 202220232024 $13.5M $12.3M ▼ -8.9%
Year Plans Participants Total Assets
2022 2 286 $14M
2023 2 271 $12M
2024 2 283 $12M

2023 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN141566162
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Davies Office Refurbishing, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.224055 · Participants: 99Davies Office Refurbishing, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Davies Office Refurbishing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Davies Office Refurbishing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Gate Energy, Inc. Employee Stock Ownership Plan in TX ($8M); by covered participants it is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 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 Davies Office Refurbishing, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Davies Office Refurbishing, Inc. Employee Stock Ownership Plan declined sharply - down 19.2% during 2023, from $10M to $8M. Reported net income was -$2M.
How have Davies Office Refurbishing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davies Office Refurbishing, Inc.'s sponsor-wide assets declined 8.8%, from $14M to $12M.
Which ESOP plans are similar in size to Davies Office Refurbishing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gate Energy, Inc. Employee Stock Ownership Plan in TX ($8M, 231 participants).
Which ESOP plans cover a similar participant headcount to Davies Office Refurbishing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants, $30M 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 141566162.

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.