ESOP · DOL Form 5500 · 2024
Durham & Bates Agencies, Inc. ESOP
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 40
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $978,754
- Avg per participant High balance/head
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.
- #6,049 in Finance & Insurance (8,549 peers)
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.
- #6,049
- in Finance & Insurance (8,549 peers)
- +143.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Durham & Bates Agencies, Inc. Employee Stock Ownership Plan's outsized position by total assets
Durham & Bates Agencies, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,150,176 Top 19% higher than 81% 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
Durham & Bates Agencies, 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. Durham & Bates Agencies, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Plan-year Form 5500 strip
Filing strip 930463663 · Durham & Bates Agencies, Inc. PY 2024 · ESOP
Durham & Bates Agencies, Inc. Employee Stock Ownership Plan · $39M · 40 · 81st
- RANK $39M
- PHOTO 40
- IND 81st
- EOY ESOP
- 5500 near Technomics, Inc. Employee Stock Ownership Plan
- ASSETS ind #6049
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 Oregon →
Durham & Bates Agencies, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Durham & Bates Agencies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 163.67714478335805% vs 2022
- 2024 filing year
| 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.
- 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
Durham & Bates Agencies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Oregon, the nearest ESOP by assets is Technomics, Inc. Employee Stock Ownership Plan in VA ($39M); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 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.