ESOP · DOL Form 5500 · 2024

Durham & Bates Agencies, Inc. ESOP

Data updated 2026-07-24

$39M
Total assets: 40
Participants: 81st
Percentile by assets: $978,754
Avg per participant

Official DOL plan name: Durham & Bates Agencies, Inc. Employee Stock Ownership Plan · Sponsored by Durham & Bates Agencies, Inc. · Oregon · Finance & Insurance

$39M in assets, 40 participants

Durham & Bates Agencies, Inc.'s Durham & Bates Agencies, Inc. Employee Stock Ownership Plan reported $39M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

81st percentile by assets (of 116,472 plans)

Where Durham & Bates Agencies, Inc. Employee Stock Ownership Plan sits by assets

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $39M for 40 participants (~$978,754/participant), up 143.0% in 2024.

$39M
total plan assets (2024 EOY): 40
covered participants: 81st
percentile by assets (of 116,472 plans): $978,754
avg assets per participant

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Durham & Bates Agencies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Durham & Bates Agencies, Inc. Employee Stock Ownership Plan reported participants rose from 38 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oregon

Industry

Finance & Insurance

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Durham & Bates Agencies, Inc. Employee Stock Ownership Plan outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$39M
Net Income	$24M
Employer EIN	930463663
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Durham & Bates Agencies, Inc.)

Total plan assets by year, all Durham & Bates Agencies, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	38	$15M
2023	1	38	$16M
2024	1	40	$39M

Nearby ESOP Plans in Oregon

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

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $315M · 547
Pacific Industrial Corp. Employee Stock Ownership Plan $251M · 73
Bi-Mart Corporation Employee Stock Ownership Plan $141M · 2,070
Northwest Pump & Equipment Co. Employee Stock Ownership Plan $102M · 209
Northwest Pump & Equipment Co. Employee Stock Ownership Plan $99M · 195

Compare Durham & Bates Agencies, Inc. Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Durham & Bates Agencies, Inc. Employee Stock Ownership Plan by total assets, not by location.

Technomics, Inc. Employee Stock Ownership Plan (VA) $39M · 228
John Henry Foster Company Employee Stock Ownership Plan (MO) $39M · 199
Kelly-Fradet Lumber Employee Stock Ownership Plan (CT) $39M · 73
Club Fitness Employee Stock Ownership Plan (MO) $39M · 195

Frequently Asked Questions

How did Durham & Bates Agencies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan surged - up 143.0% during 2024, from $16M to $39M. Reported net income was $24M.

How have Durham & Bates Agencies, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Durham & Bates Agencies, Inc.'s sponsor-wide assets grew 163.7%, from $15M to $39M.

Where does Durham & Bates Agencies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 116,472 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 Durham & Bates Agencies, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Technomics, Inc. Employee Stock Ownership Plan in VA ($39M, 228 participants).

Next read for Durham & Bates Agencies, Inc. Employee S…

Scale reading

Ways to act on Durham & Bates Agencies, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Durham & Bates Agencies, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
Durham & Bates Agencies, Inc.'s sponsor-wide assets have grown 163.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 930463663.

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.