ESOP · DOL Form 5500 · 2024

Dividend Assets Capital Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
42nd
Percentile by assets National rank
$547,783
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Dividend Assets Capital Holdings, Inc. · South Carolina · Finance & Insurance

$5M in assets, 9 participants

Dividend Assets Capital Holdings, Inc.'s Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,403 in Finance & Insurance (8,549 peers)

Dividend Assets Capital Holdings, Inc. multi-year trail

Dividend Assets Capital Holdings, Inc.'s plans moved +36.2% in assets from 2022 to 2024; this filing shows Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan at $5M / 9 participants.

#2,403
in Finance & Insurance (8,549 peers)
+27.5%
assets growth YoY

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,930,047 42nd percentile higher than 42% 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

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $306K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471952708 · Dividend Assets Capital Holdings, Inc. PY 2024 · ESOP

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan · $5M · 9 · 42nd

  • RANK $5M
  • PHOTO 9
  • IND 42nd
  • EOY ESOP
  • 5500 near Chapter & Verse, Inc. Employee Stock Ownership Plan and Trust
  • ASSETS ind #2403

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 South Carolina →

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Home Federal Savings and Loan Association of Grand Island EmployeeHome Federal Savings and Loa…$5MTxi Employee Stock Ownership PlanTxi Employee Stock Ownership…$5MDividend Assets Capital Holdings, Inc. Employee Stock Ownership PlanDividend Assets Capital Hold…$5MChapter & Verse, Inc. Employee Stock Ownership Plan and TrustChapter & Verse, Inc. Employ…$5MRhineland Bancshares, Inc. Employee Stock Ownership PlanRhineland Bancshares, Inc. E…$5M
End-of-year total assets ($M) among Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Dividend Assets Capital Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dividend Assets Capital Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.151043920582445% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.62M $4.93M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 7 $4M
2024 1 9 $5M

Dividend Assets Capital Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN471952708
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 051015202530 Total assets ($M) Participants Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.930047 · Participants: 9Dividend Assets Capital Holdings, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Chapter & Verse, Inc. Employee Stock Ownership Plan and Trust in WA ($5M); by covered participants it is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan grew sharply - up 27.5% during 2024, from $4M to $5M. Reported net income was $1M.
How have Dividend Assets Capital Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dividend Assets Capital Holdings, Inc.'s sponsor-wide assets grew 36.2%, from $4M to $5M.
Which ESOP plans are similar in size to Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chapter & Verse, Inc. Employee Stock Ownership Plan and Trust in WA ($5M, 34 participants).
Which ESOP plans cover a similar participant headcount to Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants, $11M 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 471952708.

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.