ESOP · DOL Form 5500 · 2024
Neil H. Daniels, Inc. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $489,793
- Avg per participant High balance/head
Official DOL plan name: Neil H. Daniels, Inc. Employee Stock Ownership Plan · Sponsored by Neil H. Daniels, Inc. · Vermont · Construction
$13M in assets, 27 participants
Neil H. Daniels, Inc.'s Neil H. Daniels, Inc. Employee Stock Ownership Plan reported $13M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #5,443 in Construction (9,039 peers)
Neil H. Daniels, Inc. multi-year trail
Neil H. Daniels, Inc.'s plans moved +87.4% in assets from 2022 to 2024; this filing shows Neil H. Daniels, Inc. Employee Stock Ownership Plan at $13M / 27 participants.
- #5,443
- in Construction (9,039 peers)
- +44.2%
- assets growth YoY
Neil H. Daniels, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Neil H. Daniels, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,224,410 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Neil H. Daniels, Inc. 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. Neil H. Daniels, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Neil H. Daniels, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Neil H. Daniels, 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.
- Neil H. Daniels, Inc. Employee Stock Ownership Plan reported participants rose from 25 in the plan year 2023 filing to 27 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 030217216 · Neil H. Daniels, Inc. PY 2024 · ESOP
Neil H. Daniels, Inc. Employee Stock Ownership Plan · $13M · 27 · 62nd
- 5500 $13M
- ASSETS 27
- PCT 62nd
- EIN ESOP
- RANK near Mel Foster Company Employee Stock Ownership Plan
- PHOTO ind #5443
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 Vermont →
Neil H. Daniels, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Neil H. Daniels, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Neil H. Daniels, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 87.4017602522193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $7M |
| 2023 | 1 | 25 | $9M |
| 2024 | 1 | 27 | $13M |
Neil H. Daniels, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $4M |
| Employer EIN | 030217216 |
| Plan Effective Date | 1971-02-25 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Vermont
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Vermont Information Processing, Inc. Employee Stock Ownership Plan $676M · 566
- King Arthur Employee Stock Ownership Plan $328M · 320
- Cfc ESOP $98M · 431
- Hallam Associates Inc. Employee Stock Ownership Plan $24M · 146
- Trust Company of Vermont Employee Stock Ownership Plan $22M · 42
Neil H. Daniels, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Vermont, the nearest ESOP by assets is Mel Foster Company Employee Stock Ownership Plan in MN ($13M); by covered participants it is Site Supply Employee Stock Ownership Plan in OH (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 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.