ESOP · DOL Form 5500 · 2024
Andrew Davidson & Co., Inc. ESOP
Data updated 2026-07-24
- $11M
- Total assets
- 48
- Participants
- 58th
- Percentile by assets
- $227,212
- Avg per participant
Official DOL plan name: Andrew Davidson & Co., Inc. Employee Stock Ownership Plan · Sponsored by Andrew Davidson & Co., Inc. · New York · Professional & Technical Services
$11M in assets, 48 participants
Andrew Davidson & Co., Inc.'s Andrew Davidson & Co., Inc. Employee Stock Ownership Plan reported $11M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- 58th percentile by assets (of 116,472 plans)
Andrew Davidson & Co., Inc. multi-year trail
Andrew Davidson & Co., Inc.'s plans moved +29.0% in assets from 2022 to 2024; this filing shows Andrew Davidson & Co., Inc. Employee Stock Ownership Plan at $11M / 48 participants.
- $11M
- total plan assets (2024 EOY)
- 48
- covered participants
- 58th
- percentile by assets (of 116,472 plans)
- $227,212
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Andrew Davidson & Co., Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $768K in the plan year 2024 filing.
- Andrew Davidson & Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Andrew Davidson & Co., Inc. across 3 plan years on file
Across the 3 plan years Andrew Davidson & Co., Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $11M, a gain of 29.0%, while reported participants moved from 48 to 48 (+0.0%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($8M).
Andrew Davidson & Co., Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $8M |
| 2023 | 1 | 48 | $10M |
| 2024 | 1 | 48 | $11M |
Andrew Davidson & Co., Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $768K |
| Employer EIN | 133674289 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Andrew Davidson & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
- H.C. Wainwright & Co. Employee Stock Ownership Plan $228M · 97
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Andrew Davidson & Co., Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Andrew Davidson & Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Andrew Davidson & Co., Inc. plan assets changed over time? ▼
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Multi-year trail
Ways to act on Andrew Davidson & Co., Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Andrew Davidson & Co., Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Andrew Davidson & Co., Inc.'s sponsor-wide assets have grown 29.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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 133674289.
Read our methodology - how this data is sourced, computed, and verified.