ESOP · DOL Form 5500 · 2024

Davis, Gregory, & Kyle, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
30th
Percentile by assets National rank
$146,584
Avg per participant Above avg balance/head
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Official DOL plan name: Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan · Sponsored by Davis, Gregory, & Kyle, Inc. · Pennsylvania · Finance & Insurance

$2M in assets, 15 participants

Davis, Gregory, & Kyle, Inc.'s Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan reported $2M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,663 in Finance & Insurance (8,549 peers)

Davis, Gregory, & Kyle, Inc. multi-year trail

Davis, Gregory, & Kyle, Inc.'s plans moved -44.1% in assets from 2022 to 2024; this filing shows Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan at $2M / 15 participants.

#1,663
in Finance & Insurance (8,549 peers)
+4.8%
assets growth YoY

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,198,753 30th percentile higher than 30% 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

Davis, Gregory, & Kyle, 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. Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $101K in the plan year 2024 filing.
  • Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan reported participants fell from 18 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232071471 · Davis, Gregory, & Kyle, Inc. PY 2024 · ESOP

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan · $2M · 15 · 30th

  • BOOK $2M
  • VS-ST 15
  • BOY 30th
  • SCH ESOP
  • EBSA near Alpha Restoration and Waterproofing Employee Stock Ownership Plan
  • PART ind #1663

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 Pennsylvania →

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Watts Copy Systems, Inc. Employee Stock Ownership PlanWatts Copy Systems, Inc. Emp…$2MDavis, Gregory, & Kyle, Inc. Employee Stock Ownership PlanDavis, Gregory, & Kyle, Inc.…$2MAlpha Restoration and Waterproofing Employee Stock Ownership PlanAlpha Restoration and Waterp…$2MCommunity Bancshares, Inc. Employee Stock Ownership Plan and TrustCommunity Bancshares, Inc. E…$2MStuart Silk Architects Employee Stock Ownership PlanStuart Silk Architects Emplo…$2M
End-of-year total assets ($M) among Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Davis, Gregory, & Kyle, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Davis, Gregory, & Kyle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.138934125316624% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $3.94M $2.2M ▼ -44.2%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 18 $2M
2024 2 30 $2M

Davis, Gregory, & Kyle, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$101K
Employer EIN232071471
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002198753 · Participants: 15Davis, Gregory, & Kyle, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Alpha Restoration and Waterproofing Employee Stock Ownership Plan in CA ($2M); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan edged up modestly - up 4.8% during 2024, from $2M to $2M. Reported net income was $101K.
How have Davis, Gregory, & Kyle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis, Gregory, & Kyle, Inc.'s sponsor-wide assets declined 44.1%, from $4M to $2M.
Which ESOP plans are similar in size to Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alpha Restoration and Waterproofing Employee Stock Ownership Plan in CA ($2M, 26 participants).
Which ESOP plans cover a similar participant headcount to Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Battery-Biz Employee Stock Ownership Plan in CA (15 participants, N/A 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 232071471.

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.