ESOP · DOL Form 5500 · 2024

David Allen Company, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
190
Participants Below avg headcount
59th
Percentile by assets National rank
$61,687
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: David Allen Company, Inc. Employee Stock Ownership Plan · Sponsored by David Allen Company, Inc. · North Carolina · Construction

$12M in assets, 190 participants

David Allen Company, Inc.'s David Allen Company, Inc. Employee Stock Ownership Plan reported $12M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,191 in Construction (9,039 peers)

Coverage in North Carolina

David Allen Company, Inc. Employee Stock Ownership Plan covers 190 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.

#5,191
in Construction (9,039 peers)
+20.7%
assets growth YoY

David Allen Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

David Allen Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,720,482 Top 41% higher than 59% 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

David Allen Company, 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. David Allen Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David Allen Company, Inc. Employee Stock Ownership Plan reported net income rose from $210K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • David Allen Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • David Allen Company, Inc. Employee Stock Ownership Plan reported participants fell from 207 in the plan year 2023 filing to 190 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 560889788 · David Allen Company, Inc. PY 2024 · ESOP

David Allen Company, Inc. Employee Stock Ownership Plan · $12M · 190 · 59th

  • BOY $12M
  • SCH 190
  • EBSA 59th
  • PART ESOP
  • TYPE near Musselman and Hall Employee Stock Ownership Plan
  • NET ind #5191

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 North Carolina →

David Allen Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

David Allen Company, Inc. Employee Stock Ownership PlanDavid Allen Company, Inc. Em…$12MMusselman and Hall Employee Stock Ownership PlanMusselman and Hall Employee …$12MDutton-Lainson Company Employee Stock Ownership Plan and TrustDutton-Lainson Company Emplo…$12MBollman Hat Company Employee Stock Ownership PlanBollman Hat Company Employee…$12MRegal Machine, Inc. Employee Stock Ownership PlanRegal Machine, Inc. Employee…$12M
End-of-year total assets ($M) among David Allen Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN560889788
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Allen Company, Inc.)

Sponsor-wide plan assets over time

All David Allen Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 29.122844089435112% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18M $23.2M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 409 $18M
2023 2 403 $20M
2024 2 377 $23M

Nearby ESOP Plans in North Carolina

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

David Allen Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants David Allen Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.720482 · Participants: 190David Allen Company, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
David Allen Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare David Allen Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

David Allen Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Musselman and Hall Employee Stock Ownership Plan in KS ($12M); by covered participants it is Lancaster Burns Construction, Inc. Employee Stock Ownership Plan in CA (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 David Allen Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
David Allen Company, Inc. Employee Stock Ownership Plan grew sharply - up 20.7% during 2024, from $10M to $12M. Reported net income was $3M.
How have David Allen Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Allen Company, Inc.'s sponsor-wide assets grew 29.1%, from $18M to $23M.
Which ESOP plans are similar in size to David Allen Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Musselman and Hall Employee Stock Ownership Plan in KS ($12M, 63 participants).
Which ESOP plans cover a similar participant headcount to David Allen Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lancaster Burns Construction, Inc. Employee Stock Ownership Plan in CA (190 participants, $17M 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 560889788.

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.