ESOP · DOL Form 5500 · 2024
Dave Dennis, Inc. ESOP
Data updated 2026-08-25
- $745K
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $15,528
- Avg per participant Low balance/head
Official DOL plan name: Dave Dennis Employee Stock Ownership Plan · Sponsored by Dave Dennis, Inc. · Ohio · Retail Trade
$745K in assets, 48 participants
Dave Dennis, Inc.'s Dave Dennis Employee Stock Ownership Plan reported $745K in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,618 in Retail Trade (8,048 peers)
Dave Dennis, Inc. multi-year trail
Dave Dennis, Inc.'s plans moved -80.6% in assets from 2022 to 2024; this filing shows Dave Dennis Employee Stock Ownership Plan at $745K / 48 participants.
- #2,618
- in Retail Trade (8,048 peers)
- -70.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dave Dennis Employee Stock Ownership Plan among the smaller filed plans by assets
Dave Dennis Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$745,356 21st percentile higher than 21% 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
Dave Dennis 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. Dave Dennis Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dave Dennis Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $745K in the plan year 2024 filing.
- Dave Dennis Employee Stock Ownership Plan reported net income fell from -$824K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Dave Dennis Employee Stock Ownership Plan reported participants fell from 56 in the plan year 2023 filing to 48 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 310790889 · Dave Dennis, Inc. PY 2024 · ESOP
Dave Dennis Employee Stock Ownership Plan · $745K · 48 · 21st
- 5500 $745K
- 5500 48
- 5500 21st
- 5500 ESOP
- 5500 near Component Distributors, Inc. Employee Stock Ownership Plan
- 5500 ind #2618
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 Ohio →
Dave Dennis Employee Stock Ownership Plan in the asset neighbourhood
Dave Dennis, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dave Dennis, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $745K 80.58445946121951% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $4M |
| 2023 | 1 | 56 | $3M |
| 2024 | 1 | 48 | $745K |
Dave Dennis, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | -$1M |
| Employer EIN | 310790889 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Dave Dennis Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Component Distributors, Inc. Employee Stock Ownership Plan in CO ($748K); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($745K here).
- Component Distributors, Inc. Employee Stock Ownership Plan (CO) $748K · 36
- Vacation Rentals, Inc. Employee Stock Ownership Plan (AR) $741K · 15
- Delcrest Medical Services, Inc. Employee Stock Ownership Plan (PA) $750K · 18
- Thalner Electronic Laboratories, Inc. Employees Stock Ownership Plan (MI) $750K · 18
Similar participant headcount
Nearest other-state filings by covered participants (48 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.