ESOP · DOL Form 5500 · 2024

Russ Davis Wholesale, Inc ESOP

Data updated 2026-08-25

$87M
Total assets Below avg plan size
775
Participants Near avg headcount
89th
Percentile by assets National rank
$111,966
Avg per participant Below avg balance/head
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Official DOL plan name: Russ Davis Wholesale, Inc. Employee Stock Ownership Plan · Sponsored by Russ Davis Wholesale, Inc · Minnesota · Wholesale Trade

$87M in assets, 775 participants

Russ Davis Wholesale, Inc's Russ Davis Wholesale, Inc. Employee Stock Ownership Plan reported $87M in total assets and 775 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,536 in Wholesale Trade (6,080 peers)

Where Russ Davis Wholesale, Inc. Employee Stock Ownership Plan sits by assets

Russ Davis Wholesale, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $87M for 775 participants (~$111,966/participant), down 5.8% in 2024.

#5,536
in Wholesale Trade (6,080 peers)
-5.8%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Russ Davis Wholesale, Inc. Employee Stock Ownership Plan's outsized position by total assets

Russ Davis Wholesale, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$86,773,775 Top 11% higher than 89% 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

Russ Davis Wholesale, 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. Russ Davis Wholesale, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (775 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Russ Davis Wholesale, Inc. Employee Stock Ownership Plan reported net income fell from -$3M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Russ Davis Wholesale, Inc. Employee Stock Ownership Plan end-of-year assets fell from $92M in the plan year 2023 filing to $87M in the plan year 2024 filing.
  • Russ Davis Wholesale, Inc. Employee Stock Ownership Plan reported participants fell from 792 in the plan year 2023 filing to 775 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411111968 · Russ Davis Wholesale, Inc PY 2024 · ESOP

Russ Davis Wholesale, Inc. Employee Stock Ownership Plan · $87M · 775 · 89th

  • TYPE $87M
  • TYPE 775
  • TYPE 89th
  • TYPE ESOP
  • TYPE near Touchpoint, Inc. Employee Stock Ownership Plan
  • TYPE ind #5536

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 Minnesota →

Russ Davis Wholesale, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Touchpoint, Inc. Employee Stock Ownership PlanTouchpoint, Inc. Employee St…$87MRuss Davis Wholesale, Inc. Employee Stock Ownership PlanRuss Davis Wholesale, Inc. E…$87MBartlett & West, Inc. Employee Stock Ownership PlanBartlett & West, Inc. Employ…$87MSletten, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock…$87MCarestar, Inc. Employee Stock Ownership PlanCarestar, Inc. Employee Stoc…$87M
End-of-year total assets ($M) among Russ Davis Wholesale, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$79M
Net Income-$4M
Employer EIN411111968
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Russ Davis Wholesale, Inc)

Sponsor-wide plan assets over time

All Russ Davis Wholesale, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$87M 10.22172685780899% vs 2022
2024 filing year
$85M$90M$95M$100M 202220232024 $96.7M $86.8M ▼ -10.2%
Year Plans Participants Total Assets
2022 1 643 $97M
2023 1 792 $92M
2024 1 775 $87M

Nearby ESOP Plans in Minnesota

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

Russ Davis Wholesale, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants Russ Davis Wholesale, Inc. Employee Stock Ownership Plan, Total assets ($M): 86.773775 · Participants: 775Russ Davis Wholesale, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Russ Davis Wholesale, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Russ Davis Wholesale, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Russ Davis Wholesale, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Touchpoint, Inc. Employee Stock Ownership Plan in PA ($87M); by covered participants it is Stellar Industries, Inc. Employee Stock Ownership Plan in ID (774 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (775 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 Russ Davis Wholesale, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Russ Davis Wholesale, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.8% during 2024, from $92M to $87M. Reported net income was -$4M.
How have Russ Davis Wholesale, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Russ Davis Wholesale, Inc's sponsor-wide assets declined 10.2%, from $97M to $87M.
Where does Russ Davis Wholesale, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Russ Davis Wholesale, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Russ Davis Wholesale, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Touchpoint, Inc. Employee Stock Ownership Plan in PA ($87M, 570 participants).
Which ESOP plans cover a similar participant headcount to Russ Davis Wholesale, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stellar Industries, Inc. Employee Stock Ownership Plan in ID (774 participants, $331M 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 411111968.

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.