ESOP · DOL Form 5500 · 2023

Davis Enterprises, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
47
Participants Small participant base
63rd
Percentile by assets National rank
$256,265
Avg per participant Above avg balance/head
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Official DOL plan name: Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Davis Enterprises, Inc. · Nebraska · Professional & Technical Services

$12M in assets, 47 participants

Davis Enterprises, Inc.'s Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust reported $12M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,547 in Professional & Technical Services (20,321 peers)

Davis Enterprises, Inc. multi-year trail

Davis Enterprises, Inc.'s plans moved +82.4% in assets from 2022 to 2023; this filing shows Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust at $12M / 47 participants.

#12,547
in Professional & Technical Services (20,321 peers)
+82.4%
assets growth YoY

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,044,441 Top 37% higher than 63% of 127,068 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 2023

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$332K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 52 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470789119 · Davis Enterprises, Inc. PY 2023 · ESOP

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust · $12M · 47 · 63rd

  • 5500 $12M
  • ASSETS 47
  • PCT 63rd
  • EIN ESOP
  • RANK near Lincoln County Bancorp, Inc. Employee Stock Ownership Plan
  • PHOTO ind #12547

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 Nebraska →

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Central Bag Company Employee Stock Ownership Plan and TrustCentral Bag Company Employee…$12MLincoln County Bancorp, Inc. Employee Stock Ownership PlanLincoln County Bancorp, Inc.…$12MSummit Helicopters, Inc. Employee Stock Ownership Plan and TrustSummit Helicopters, Inc. Emp…$12MDavis Enterprises, Inc. Employee Stock Ownership Plan and TrustDavis Enterprises, Inc. Empl…$12MUnison Solutions, Inc. Employee Stock Ownership PlanUnison Solutions, Inc. Emplo…$12M
End-of-year total assets ($M) among Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Davis Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Davis Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 82.41828659704815% vs 2022
2023 filing year
$6M$8M$10M$12M$14M 20222023 $6.6M $12M ▲ +82.4%
Year Plans Participants Total Assets
2022 1 52 $7M
2023 1 47 $12M

Davis Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$5M
Employer EIN470789119
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Nebraska

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

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 12.044441 · Participants: 47Davis Enterprises, Inc. Employee Stock Ownership Plan and TrustMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO ($12M); by covered participants it is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust surged - up 82.4% during 2023, from $7M to $12M. Reported net income was $5M.
How have Davis Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Davis Enterprises, Inc.'s sponsor-wide assets grew 82.4%, from $7M to $12M.
Which ESOP plans are similar in size to Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO ($12M, 199 participants).
Which ESOP plans cover a similar participant headcount to Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470789119.

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.