ESOP · DOL Form 5500 · 2024

R. W. Dake & Co., Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
112
Participants Small participant base
52nd
Percentile by assets National rank
$75,000
Avg per participant Below avg balance/head
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Official DOL plan name: R. W. Dake & Co., Inc. Employee Stock Ownership Plan · Sponsored by R. W. Dake & Co., Inc. · New York · Construction

$8M in assets, 112 participants

R. W. Dake & Co., Inc.'s R. W. Dake & Co., Inc. Employee Stock Ownership Plan reported $8M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,557 in Construction (9,039 peers)

Coverage in New York

R. W. Dake & Co., Inc. Employee Stock Ownership Plan covers 112 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $8M.

#4,557
in Construction (9,039 peers)
-$128K
reported net income

The plan reported a net loss of $128K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R. W. Dake & Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

R. W. Dake & Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,400,000 Top 48% higher than 52% 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

R. W. Dake & Co., Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R. W. Dake & Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

DOL schedule card

Filing strip 160842044 · R. W. Dake & Co., Inc. PY 2024 · ESOP

R. W. Dake & Co., Inc. Employee Stock Ownership Plan · $8M · 112 · 52nd

  • EBSA $8M
  • PART 112
  • TYPE 52nd
  • NET ESOP
  • BOOK near Lending Science Dm, Inc. Employee Stock Ownership Plan
  • VS-ST ind #4557

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 New York →

R. W. Dake & Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Foxhole Technology, Inc. Employee Stock Ownership PlanFoxhole Technology, Inc. Emp…$8MR. W. Dake & Co., Inc. Employee Stock Ownership PlanR. W. Dake & Co., Inc. Emplo…$8MLending Science Dm, Inc. Employee Stock Ownership PlanLending Science Dm, Inc. Emp…$8MGinos Distributing, Inc. Employee Stock Ownership PlanGinos Distributing, Inc. Emp…$8MPittsburgh Air Systems, Inc Employee Stock Ownership PlanPittsburgh Air Systems, Inc …$8M
End-of-year total assets ($M) among R. W. Dake & Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$128K
Net Income-$128K
Employer EIN160842044
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

R. W. Dake & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants R. W. Dake & Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 8.4 · Participants: 112R. W. Dake & Co., Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
R. W. Dake & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare R. W. Dake & Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

R. W. Dake & Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Lending Science Dm, Inc. Employee Stock Ownership Plan in GA ($8M); by covered participants it is Double D Express, Inc. Employee Stock Ownership Plan and Trust in IL (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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

Which ESOP plans are similar in size to R. W. Dake & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lending Science Dm, Inc. Employee Stock Ownership Plan in GA ($8M, 43 participants).
Which ESOP plans cover a similar participant headcount to R. W. Dake & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Double D Express, Inc. Employee Stock Ownership Plan and Trust in IL (112 participants, $2M 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 160842044.

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.