ESOP · DOL Form 5500 · 2024

Dale Medical Products, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
53
Participants Small participant base
76th
Percentile by assets National rank
$510,310
Avg per participant High balance/head
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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.

  • #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.

#11,831
in Manufacturing (17,777 peers)
+67.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Dale Medical Products Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Dale Medical Products 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. Dale Medical Products Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 042300185 · Dale Medical Products, Inc. PY 2024 · ESOP

Dale Medical Products Employee Stock Ownership Plan · $27M · 53 · 76th

  • SCH $27M
  • SCH 53
  • SCH 76th
  • SCH ESOP
  • SCH near Wheeler Services, Inc. Employee Stock Ownership Plan
  • SCH ind #11831

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 Massachusetts →

Dale Medical Products Employee Stock Ownership Plan in the asset neighbourhood

National Van Lines Employee Stock Ownership PlanNational Van Lines Employee …$27MLife-Assist, Inc. Employee Stock Ownership PlanLife-Assist, Inc. Employee S…$27MSgh Redglaze Holdings, Inc. Employee Stock Ownership PlanSgh Redglaze Holdings, Inc. …$27MWheeler Services, Inc. Employee Stock Ownership PlanWheeler Services, Inc. Emplo…$27MDale Medical Products Employee Stock Ownership PlanDale Medical Products Employ…$27M
End-of-year total assets ($M) among Dale Medical Products Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Dale Medical Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 4979.8866312812015% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $0.53M $27.1M ▲ +5003.8%
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 ($M) Participants Dale Medical Products Employee Stock Ownership Plan, Total assets ($M): 27.046434 · Participants: 53Dale Medical Products Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Dale Medical Products Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Dale Medical Products Employee Stock Ownership Plan side-by-side with 3 peers →

Dale Medical Products Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Wheeler Services, Inc. Employee Stock Ownership Plan in GA ($27M); by covered participants it is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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.

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).
Which ESOP plans cover a similar participant headcount to Dale Medical Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (53 participants, $17M in assets).

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.