ESOP · DOL Form 5500 · 2024
David Volkert & Associates, Inc. ESOP
Data updated 2026-08-25
- $182M
- Total assets Near avg plan size
- 958
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $189,816
- Avg per participant Above avg balance/head
Official DOL plan name: Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries · Sponsored by David Volkert & Associates, Inc. · Alabama · Professional & Technical Services
$182M in assets, 958 participants
David Volkert & Associates, Inc.'s Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries reported $182M in total assets and 958 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,158 in Professional & Technical Services (20,173 peers)
Coverage in Alabama
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries covers 958 participants in Alabama, 2.7x the typical Alabama plan (state average ~360 per filing). Assets: $182M.
- #19,158
- in Professional & Technical Services (20,173 peers)
- +43.4%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries's outsized position by total assets
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$181,843,353 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries 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. Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries sits mid-pack in the medium band (958 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries reported net income rose from $17M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries end-of-year assets rose from $127M in the plan year 2023 filing to $182M in the plan year 2024 filing.
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries reported participants rose from 909 in the plan year 2023 filing to 958 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 630703075 · David Volkert & Associates, Inc. PY 2024 · ESOP
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries · $182M · 958 · 94th
- EOY $182M
- EOY 958
- EOY 94th
- EOY ESOP
- EOY near Bandit Holding Company, Inc. Employee Stock Ownership Plan
- EOY ind #19158
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 Alabama →
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | $55M |
| Employer EIN | 630703075 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (David Volkert & Associates, Inc.)
Sponsor-wide plan assets over time
All David Volkert & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $288M 56.72544725343126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,967 | $184M |
| 2023 | 2 | 2,081 | $218M |
| 2024 | 2 | 2,264 | $288M |
Nearby ESOP Plans in Alabama
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Starfish Holdings, Inc. Employee Stock Ownership Plan $515M · 1,644
- Inline Electric Employee Stock Ownership Plan $243M · 298
- Signature Homes Employee Stock Ownership Plan $225M · 125
- Radiance Technologies, Inc. Employee Stock Ownership Plan $195M · 1,041
- Peopletec, Inc. Employee Stock Ownership Plan $118M · 562
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries's out-of-state ESOP peers by assets and headcount
Outside Alabama, the nearest ESOP by assets is Bandit Holding Company, Inc. Employee Stock Ownership Plan in MI ($182M); by covered participants it is Braun Intertec ESOP Retirement Plan in MN (959 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($182M here).
Similar participant headcount
Nearest other-state filings by covered participants (958 participants); asset peers above are excluded.
- Braun Intertec ESOP Retirement Plan (MN) 959 · 1 off
- Acrt Services, Inc. Employee Stock Ownership Plan (OH) 960 · 2 off
- S&me, Inc. Employee Stock Ownership Plan (NC) 955 · 3 off
- Personal Touch Home Care Employee Stock Ownership Plan (NY) 961 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.