ESOP · DOL Form 5500 · 2024

D.S. Baxley, Inc. ESOP

Data updated 2026-08-25

$613K
Total assets Small plan by assets
42
Participants Small participant base
19th
Percentile by assets National rank
$14,603
Avg per participant Low balance/head
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Official DOL plan name: D.S. Baxley, Inc. Employee Stock Ownership Plan · Sponsored by D.S. Baxley, Inc. · California · Construction

$613K in assets, 42 participants

D.S. Baxley, Inc.'s D.S. Baxley, Inc. Employee Stock Ownership Plan reported $613K in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,666 in Construction (9,039 peers)

2024 asset change

D.S. Baxley, Inc. Employee Stock Ownership Plan grew at a solid clip 12.3% in 2024 ($546K → $613K) for 42 participants.

#1,666
in Construction (9,039 peers)
+12.3%
assets growth YoY

D.S. Baxley, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

D.S. Baxley, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$613,312 19th percentile higher than 19% 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

D.S. Baxley, 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. D.S. Baxley, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • D.S. Baxley, Inc. Employee Stock Ownership Plan reported net income rose from -$24K in the plan year 2023 filing to $67K in the plan year 2024 filing.
  • D.S. Baxley, Inc. Employee Stock Ownership Plan end-of-year assets rose from $546K in the plan year 2023 filing to $613K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202835224 · D.S. Baxley, Inc. PY 2024 · ESOP

D.S. Baxley, Inc. Employee Stock Ownership Plan · $613K · 42 · 19th

  • EOY $613K
  • EOY 42
  • EOY 19th
  • EOY ESOP
  • EOY near International Capital Holding Group, Inc. Employee Stock Ownership Plan
  • EOY ind #1666

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 California →

D.S. Baxley, Inc. Employee Stock Ownership Plan in the asset neighbourhood

R B Satkowiak's City Sewer Cleaners, Inc. Employee Stock Ownership PlanR B Satkowiak's City Sewer C…$617KKoski Professional Group, P. C. Employee Stock Ownership PlanKoski Professional Group, P.…$617KD.S. Baxley, Inc. Employee Stock Ownership PlanD.S. Baxley, Inc. Employee S…$613KInternational Capital Holding Group, Inc. Employee Stock Ownership PlanInternational Capital Holdin…$615KArmstrong Consultants, Inc. Employee Stock Ownership PlanArmstrong Consultants, Inc. …$612K
End-of-year total assets ($M) among D.S. Baxley, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

D.S. Baxley, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All D.S. Baxley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$613K 9.872770072482721% vs 2022
2024 filing year
$0.54M$0.56M$0.58M$0.6M$0.62M 202220232024 $0.56M $0.61M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 42 $558K
2023 1 42 $546K
2024 1 42 $613K

2024 asset-move particulars

Total Assets (Beginning of Year)$546K
Net Assets (End of Year)$601K
Net Income$67K
Employer EIN202835224
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

D.S. Baxley, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants D.S. Baxley, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000613312 · Participants: 42D.S. Baxley, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
D.S. Baxley, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare D.S. Baxley, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

D.S. Baxley, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is International Capital Holding Group, Inc. Employee Stock Ownership Plan in NC ($615K); by covered participants it is Wayne Bank Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 D.S. Baxley, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
D.S. Baxley, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.3% during 2024, from $546K to $613K. Reported net income was $67K.
How have D.S. Baxley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.S. Baxley, Inc.'s sponsor-wide assets grew 9.9%, from $558K to $613K.
Where does D.S. Baxley, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
D.S. Baxley, Inc. Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to D.S. Baxley, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is International Capital Holding Group, Inc. Employee Stock Ownership Plan in NC ($615K, 12 participants).
Which ESOP plans cover a similar participant headcount to D.S. Baxley, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wayne Bank Employee Stock Ownership Plan in IN (42 participants, $3M 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 202835224.

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.