ESOP · DOL Form 5500 · 2024

Dale Medical Products, Inc. ESOP

Data updated 2026-08-11

$27M
Total assets
53
Participants
76th
Percentile by assets
$510,310
Avg per participant
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Official DOL plan name: Dale Medical Products Employee Stock Ownership Plan · Sponsored by Dale Medical Products, Inc. · Massachusetts · Manufacturing

$27M in assets, 53 participants

Dale Medical Products, Inc.'s Dale Medical Products Employee Stock Ownership Plan reported $27M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 123,622 plans)
  • #11,831 in Manufacturing (17,777 peers)

Where Dale Medical Products Employee Stock Ownership Plan sits by assets

Dale Medical Products Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 53 participants (~$510,310/participant), up 67.9% in 2024.

$27M
total plan assets (2024 EOY)
53
covered participants
76th
percentile by assets (of 123,622 plans)
$510,310
avg assets per participant

Where Dale Medical Products Employee Stock Ownership Plan sits by total assets

Dale Medical Products Employee Stock Ownership Plan vs every filed plan by assets

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

$27,046,434 Top 24% higher than 76% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dale Medical Products Employee Stock Ownership Plan reported net income rose from $238K in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Dale Medical Products Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Dale Medical Products Employee Stock Ownership Plan reported participants fell from 56 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Manufacturing

Dale Medical Products Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Dale Medical Products Employee Stock Ownership Plan outranks 76% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income$11M
Employer EIN042300185
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dale Medical Products, Inc.)

$-10M$0M$10M$20M$30M 202220232024 $0.53M $27.1M ▲ +5003.8%
Total plan assets by year, all Dale Medical Products, Inc. plans on file
Year Plans Participants Total Assets
2022 1 69 $532K
2023 1 56 $16M
2024 1 53 $27M

Nearby ESOP Plans in Massachusetts

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

Dale Medical Products Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Dale Medical Product…, Total assets ($M): 27.046434 · Participants: 53Dale Medical Product…Consigli Building Gr…, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Gr…The Gillette Company…, Total assets ($M): 367.792322 · Participants: 139The Gillette Company…First Amended and Re…, Total assets ($M): 253.372727 · Participants: 445First Amended and Re…David Clark Employee…, Total assets ($M): 182.6375 · Participants: 236David Clark Employee…New England Biolabs,…, Total assets ($M): 162.974294 · Participants: 424New England Biolabs,…
Dale Medical Products Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Dale Medical Products Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Dale Medical Products Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Dale Medical Products Employee Stock Ownership Plan assets move in 2024? ▼
Dale Medical Products Employee Stock Ownership Plan surged - up 67.9% during 2024, from $16M to $27M. Reported net income was $11M.
How have Dale Medical Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dale Medical Products, Inc.'s sponsor-wide assets grew 4979.9%, from $532K to $27M.
Where does Dale Medical Products Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Dale Medical Products Employee Stock Ownership Plan ranks in the 76th 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 Dale Medical Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wheeler Services, Inc. Employee Stock Ownership Plan in GA ($27M, 63 participants).

Next read for Dale Medical Products Employee Stock Own…

Scale reading

Ways to act on Dale Medical Products Employee Stock Ownership Plan's numbers.

  • By total assets, Dale Medical Products 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 Massachusetts. Compare plans
  • Dale Medical Products, Inc.'s sponsor-wide assets have grown 4979.9% since 2022 across 3 plan years on file. More Manufacturing 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 042300185.

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.