ESOP · DOL Form 5500 · 2024

Duffey Southeast Holdings, Inc. ESOP

Data updated 2026-08-11

$13M
Total assets
91
Participants
61st
Percentile by assets
$140,167
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Duffey Southeast Holdings, Inc. · Georgia · Construction

$13M in assets, 91 participants

Duffey Southeast Holdings, Inc.'s Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan reported $13M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • 61st percentile by assets (of 123,622 plans)
  • #5,380 in Construction (9,039 peers)

Duffey Southeast Holdings, Inc. multi-year trail

Duffey Southeast Holdings, Inc.'s plans moved +110.6% in assets from 2022 to 2024; this filing shows Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan at $13M / 91 participants.

$13M
total plan assets (2024 EOY)
91
covered participants
61st
percentile by assets (of 123,622 plans)
$140,167
avg assets per participant

Where Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan sits by total assets

Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,755,194 Top 39% higher than 61% 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

  • Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 84 in the plan year 2023 filing to 91 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Georgia
Industry
Construction

Duffey Southeast Holdings, Inc. across 3 plan years on file

Across the 3 plan years Duffey Southeast Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $13M, a gain of 110.6%, while reported participants moved from 76 to 91 (+19.7%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($6M).

Duffey Southeast Holdings, Inc. multi-year asset trail

$5M$10M$15M 202220232024 $6.06M $12.8M ▲ +110.6%
Total plan assets by year, all Duffey Southeast Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 76 $6M
2023 1 84 $9M
2024 1 91 $13M

Duffey Southeast Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN861253955
Plan Effective Date2020-12-21
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Duffey Southeast Hol…, Total assets ($M): 12.755194 · Participants: 91Duffey Southeast Hol…Warehouse Home Furni…, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furni…Choate Construction …, Total assets ($M): 548.082498 · Participants: 494Choate Construction …Brent Scarbrough & C…, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & C…Aubrey Silvey Enterp…, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterp…Dixie Plywood and Lu…, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lu…
Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Duffey Southeast Holdings, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan surged - up 38.6% during 2024, from $9M to $13M. Reported net income was $4M.
How have Duffey Southeast Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duffey Southeast Holdings, Inc.'s sponsor-wide assets grew 110.6%, from $6M to $13M.
Which ESOP plans are similar in size to Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Bank of Greene County Employee Stock Ownership Plan in NY ($13M, 207 participants).

Next read for Duffey Southeast Holdings, Inc. Employee…

Multi-year trail

Ways to act on Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Georgia. Compare plans
  • Duffey Southeast Holdings, Inc.'s sponsor-wide assets have grown 110.6% since 2022 across 3 plan years on file. More Construction 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 861253955.

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.