ESOP · DOL Form 5500 · 2024

Davis & Associates, Incorporated ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
36
Participants Small participant base
77th
Percentile by assets National rank
$837,898
Avg per participant High balance/head
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Official DOL plan name: Davis & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Davis & Associates, Incorporated · Minnesota · Wholesale Trade

$30M in assets, 36 participants

Davis & Associates, Incorporated's Davis & Associates, Inc. Employee Stock Ownership Plan and Trust reported $30M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,608 in Wholesale Trade (6,080 peers)

Where Davis & Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $30M for 36 participants (~$837,898/participant), up 66.9% in 2024.

#4,608
in Wholesale Trade (6,080 peers)
+66.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$30,164,342 Top 23% higher than 77% 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

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis & Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Davis & Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Davis & Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Davis & Associates, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 38 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410975255 · Davis & Associates, Incorporated PY 2024 · ESOP

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust · $30M · 36 · 77th

  • PHOTO $30M
  • PHOTO 36
  • PHOTO 77th
  • PHOTO ESOP
  • PHOTO near Jay Petroleum Inc. Employee Stock Ownership Plan
  • PHOTO ind #4608

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 Minnesota →

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Trac-Work, Inc. Employee Stock Ownership PlanTrac-Work, Inc. Employee Sto…$30MJay Petroleum Inc. Employee Stock Ownership PlanJay Petroleum Inc. Employee …$30MDavis & Associates, Inc. Employee Stock Ownership Plan and TrustDavis & Associates, Inc. Emp…$30MAyres Associates Inc 2012 Amended and Restated Employee Stock Ownership PlanAyres Associates Inc 2012 Am…$30MArch Telecom Employee Stock Ownership PlanArch Telecom Employee Stock …$30M
End-of-year total assets ($M) among Davis & Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$30M
Net Income$12M
Employer EIN410975255
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis & Associates, Incorporated)

Sponsor-wide plan assets over time

All Davis & Associates, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$30M 187.99257208325378% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $10.5M $30.2M ▲ +188.1%
Year Plans Participants Total Assets
2022 1 32 $10M
2023 1 38 $18M
2024 1 36 $30M

Nearby ESOP Plans in Minnesota

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

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Davis & Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 30.164342 · Participants: 36Davis & Associates, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Davis & Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Davis & Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Davis & Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Jay Petroleum Inc. Employee Stock Ownership Plan in IN ($30M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Davis & Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Davis & Associates, Inc. Employee Stock Ownership Plan and Trust surged - up 66.9% during 2024, from $18M to $30M. Reported net income was $12M.
How have Davis & Associates, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis & Associates, Incorporated's sponsor-wide assets grew 188.0%, from $10M to $30M.
Where does Davis & Associates, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Davis & Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Davis & Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Jay Petroleum Inc. Employee Stock Ownership Plan in IN ($30M, 1,299 participants).
Which ESOP plans cover a similar participant headcount to Davis & Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants, $2M 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 410975255.

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.