ESOP · DOL Form 5500 · 2024

Donley Companies, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
373
Participants Below avg headcount
73rd
Percentile by assets National rank
$61,649
Avg per participant Low balance/head
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Official DOL plan name: Donley Companies, Inc. Employee Stock Ownership Plan · Sponsored by Donley Companies, Inc. · Ohio · Construction

$23M in assets, 373 participants

Donley Companies, Inc.'s Donley Companies, Inc. Employee Stock Ownership Plan reported $23M in total assets and 373 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,477 in Construction (9,039 peers)

Coverage in Ohio

Donley Companies, Inc. Employee Stock Ownership Plan covers 373 participants in Ohio, about 49% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#6,477
in Construction (9,039 peers)
+129.7%
assets growth YoY

Donley Companies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Donley Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,994,967 Top 27% higher than 73% 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

Donley Companies, Inc. 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. Donley Companies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Donley Companies, Inc. Employee Stock Ownership Plan reported net income rose from -$47M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Donley Companies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Donley Companies, Inc. Employee Stock Ownership Plan reported participants fell from 492 in the plan year 2023 filing to 373 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 873916612 · Donley Companies, Inc. PY 2024 · ESOP

Donley Companies, Inc. Employee Stock Ownership Plan · $23M · 373 · 73rd

  • 5500 $23M
  • 5500 373
  • 5500 73rd
  • 5500 ESOP
  • 5500 near Kretz Lumber Co., Inc. Employee Stock Ownership Plan
  • 5500 ind #6477

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 Ohio →

Donley Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Apt Employee Stock Ownership PlanApt Employee Stock Ownership…$23MCornerstone Benefits, Inc. Employee Stock Ownership PlanCornerstone Benefits, Inc. E…$23MKretz Lumber Co., Inc. Employee Stock Ownership PlanKretz Lumber Co., Inc. Emplo…$23MDonley Companies, Inc. Employee Stock Ownership PlanDonley Companies, Inc. Emplo…$23MEsco Group Employee Stock Ownership PlanEsco Group Employee Stock Ow…$23M
End-of-year total assets ($M) among Donley Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)-$22M
Net Income$16M
Employer EIN873916612
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donley Companies, Inc.)

Sponsor-wide plan assets over time

All Donley Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 143.27796239415912% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.6M $45.3M ▲ +143.3%
Year Plans Participants Total Assets
2022 1 386 $19M
2023 2 1,034 $28M
2024 2 798 $45M

Nearby ESOP Plans in Ohio

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

Donley Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Donley Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022994967 · Participants: 373Donley Companies, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Donley Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Donley Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Donley Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Kretz Lumber Co., Inc. Employee Stock Ownership Plan in WI ($23M); by covered participants it is Life Cycle Engineering, Inc. Employee Stock Ownership Plan in SC (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Donley Companies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Donley Companies, Inc. Employee Stock Ownership Plan surged - up 129.7% during 2024, from $10M to $23M. Reported net income was $16M.
How have Donley Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donley Companies, Inc.'s sponsor-wide assets grew 143.3%, from $19M to $45M.
Which ESOP plans are similar in size to Donley Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kretz Lumber Co., Inc. Employee Stock Ownership Plan in WI ($23M, 77 participants).
Which ESOP plans cover a similar participant headcount to Donley Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Life Cycle Engineering, Inc. Employee Stock Ownership Plan in SC (373 participants, $25M 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 873916612.

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.