ESOP · DOL Form 5500 · 2024
David Clark Holdings, Inc. ESOP
Data updated 2026-08-25
- $183M
- Total assets Near avg plan size
- 236
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $773,888
- Avg per participant High balance/head
Official DOL plan name: David Clark Employee Stock Ownership Plan · Sponsored by David Clark Holdings, Inc. · Massachusetts · Manufacturing
$183M in assets, 236 participants
David Clark Holdings, Inc.'s David Clark Employee Stock Ownership Plan reported $183M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #16,132 in Manufacturing (17,777 peers)
Coverage in Massachusetts
David Clark Employee Stock Ownership Plan covers 236 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $183M.
- #16,132
- in Manufacturing (17,777 peers)
- -12.7%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
David Clark Employee Stock Ownership Plan's outsized position by total assets
David Clark Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$182,637,500 Top 6% higher than 94% 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
David Clark Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Clark Employee Stock Ownership Plan sits mid-pack in the medium band (236 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- David Clark Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2023 filing to -$32M in the plan year 2024 filing.
- David Clark Employee Stock Ownership Plan end-of-year assets fell from $209M in the plan year 2023 filing to $183M in the plan year 2024 filing.
- David Clark Employee Stock Ownership Plan reported participants rose from 221 in the plan year 2023 filing to 236 in the plan year 2024 filing.
DOL schedule card
Filing strip 844259761 · David Clark Holdings, Inc. PY 2024 · ESOP
David Clark Employee Stock Ownership Plan · $183M · 236 · 94th
- 5500 $183M
- ASSETS 236
- PCT 94th
- EIN ESOP
- RANK near Polaris Inc. Employee Stock Ownership Plan
- PHOTO ind #16132
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 Massachusetts →
David Clark Employee Stock Ownership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $209M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | -$32M |
| Employer EIN | 844259761 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (David Clark Holdings, Inc.)
Sponsor-wide plan assets over time
All David Clark Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $241M 0.010061908640632824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 479 | $241M |
| 2023 | 2 | 489 | $266M |
| 2024 | 2 | 496 | $241M |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
- The Gillette Company Employee Stock Ownership Plan $368M · 139
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
- Abt Associates Inc. Employees Stock Ownership Plan $117M · 1,191
David Clark Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Polaris Inc. Employee Stock Ownership Plan in MN ($183M); by covered participants it is Lukjan Metal Products Employee Stock Ownership Plan in OH (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($183M here).
- Polaris Inc. Employee Stock Ownership Plan (MN) $183M · 9,360
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries (AL) $182M · 958
- Bandit Holding Company, Inc. Employee Stock Ownership Plan (MI) $182M · 700
- Team Horner Employee Stock Ownership Plan (FL) $184M · 447
Similar participant headcount
Nearest other-state filings by covered participants (236 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.