ESOP · DOL Form 5500 · 2024

Donley Companies, Inc. ESOP

Data updated 2026-07-24

$23M
Total assets: 373
Participants: 73rd
Percentile by assets: $61,649
Avg per participant

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.

73rd percentile by assets (of 116,472 plans)

Coverage in Ohio

Donley Companies, Inc. Employee Stock Ownership Plan covers 373 participants in Ohio, about 47% of the average Ohio filer (state average ~787 per filing). Assets: $23M.

$23M
total plan assets (2024 EOY): 373
covered participants: 73rd
percentile by assets (of 116,472 plans): $61,649
avg assets per participant

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 →

State

Ohio

Industry

Construction

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. Donley Companies, Inc. Employee Stock Ownership Plan reports 373 participants - about 47% of that state average ($23M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	-$22M
Net Income	$16M
Employer EIN	873916612
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Donley Companies, Inc.)

Total plan assets by year, all Donley Companies, Inc. plans on file

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

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Allied Mineral Products Employee Stock Ownership Plan $404M · 606

Compare Donley Companies, Inc. Employee Stock Ow… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Donley Companies, Inc. Employee Stock Ownership Plan by total assets, not by location.

Kretz Lumber Co., Inc. Employee Stock Ownership Plan (WI) $23M · 77
Cornerstone Benefits, Inc. Employee Stock Ownership Plan (PA) $23M · 36
Apt Employee Stock Ownership Plan (AL) $23M · 161
Esco Group Employee Stock Ownership Plan (IA) $23M · 176

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).

Next read for Donley Companies, Inc. Employee Stock Ow…

Filing takeaways

Ways to act on Donley Companies, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Donley Companies, 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 Ohio. Compare plans
Donley Companies, Inc.'s sponsor-wide assets have grown 143.3% since 2022 across 3 plan years on file. More Construction 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 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.