ESOP · DOL Form 5500 · 2024

Andrew Davidson & Co., Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
48
Participants Small participant base
58th
Percentile by assets National rank
$227,212
Avg per participant Above avg balance/head
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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.

  • #11,284 in Professional & Technical Services (20,173 peers)

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.

#11,284
in Professional & Technical Services (20,173 peers)
+7.8%
assets growth YoY

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,906,163 Top 42% higher than 58% 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

Andrew Davidson & Co., 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. Andrew Davidson & Co., Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133674289 · Andrew Davidson & Co., Inc. PY 2024 · ESOP

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan · $11M · 48 · 58th

  • EBSA $11M
  • PART 48
  • TYPE 58th
  • NET ESOP
  • BOOK near Rational 360 Employee Stock Ownership Plan
  • VS-ST ind #11284

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 New York →

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Andrew Davidson & Co., Inc. Employee Stock Ownership PlanAndrew Davidson & Co., Inc. …$11MRational 360 Employee Stock Ownership PlanRational 360 Employee Stock …$11MPeninsula Insurance Bureau Employee Stock Ownership PlanPeninsula Insurance Bureau E…$11MMarina Landscape, Inc. ESOP$11MEscalante Concrete Employee Stock Ownership PlanEscalante Concrete Employee …$11M
End-of-year total assets ($M) among Andrew Davidson & Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Andrew Davidson & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Andrew Davidson & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.037438400215244% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.45M $10.9M ▲ +29.1%
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 EIN133674289
Plan Effective Date2004-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Andrew Davidson & Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 10.906163 · Participants: 48Andrew Davidson & Co., Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Andrew Davidson & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Andrew Davidson & Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Andrew Davidson & Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Rational 360 Employee Stock Ownership Plan in DC ($11M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Andrew Davidson & Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Andrew Davidson & Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.8% during 2024, from $10M to $11M. Reported net income was $768K.
How have Andrew Davidson & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrew Davidson & Co., Inc.'s sponsor-wide assets grew 29.0%, from $8M to $11M.
Which ESOP plans are similar in size to Andrew Davidson & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rational 360 Employee Stock Ownership Plan in DC ($11M, 60 participants).
Which ESOP plans cover a similar participant headcount to Andrew Davidson & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants, $9M 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 133674289.

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.