ESOP · DOL Form 5500 · 2024
Datrex, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $103,636
- Avg per participant Below avg balance/head
Official DOL plan name: Datrex, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Datrex, Inc. · Louisiana · Wholesale Trade
$6M in assets, 55 participants
Datrex, Inc.'s Datrex, Inc. Employee Stock Ownership Plan and Trust reported $6M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #2,072 in Wholesale Trade (6,080 peers)
Datrex, Inc. multi-year trail
Datrex, Inc.'s plans moved +40936.7% in assets from 2022 to 2024; this filing shows Datrex, Inc. Employee Stock Ownership Plan and Trust at $6M / 55 participants.
- #2,072
- in Wholesale Trade (6,080 peers)
- +7.5%
- assets growth YoY
Datrex, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Datrex, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,700,000 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Datrex, 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. Datrex, Inc. Employee Stock Ownership Plan and Trust is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Datrex, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $400K in the plan year 2024 filing.
- Datrex, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Datrex, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 56 in the plan year 2023 filing to 55 in the plan year 2024 filing.
DOL schedule card
Filing strip 591293123 · Datrex, Inc. PY 2024 · ESOP
Datrex, Inc. Employee Stock Ownership Plan and Trust · $6M · 55 · 44th
- PCT $6M
- EIN 55
- RANK 44th
- PHOTO ESOP
- IND near M. Glosser & Sons, Inc. Employee Stock Ownership Plan
- EOY ind #2072
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 Louisiana →
Datrex, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Datrex, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Datrex, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 40936.71706263499% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $14K |
| 2023 | 1 | 56 | $5M |
| 2024 | 1 | 55 | $6M |
Datrex, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $400K |
| Employer EIN | 591293123 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Louisiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Magnolia Employee Stock Ownership Plan $731M · 745
- Acadian Ambulance Service, Inc. Employee Stock Ownership Plan $528M · 3,705
- Rogers Manufacturing Corporation Employee Stock Ownership Plan $161M · 142
- Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan $142M · 573
- Gulf Coast Bank & Trust Company Employee Stock Ownership Plan $139M · 867
Datrex, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Louisiana, the nearest ESOP by assets is M. Glosser & Sons, Inc. Employee Stock Ownership Plan in PA ($6M); by covered participants it is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
- Home Federal Savings and Loan Association of Grand Island Employee (NE) 55 · 0 off
- Hunzinger Construction Company Employee Stock Ownership Plan (WI) 55 · 0 off
- Enviromatic Holdings, Inc. Employee Stock Ownership Plan (TX) 55 · 0 off
- Wolverine Plating Corporation Employee Stock Ownership Plan (MI) 55 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.