ESOP · DOL Form 5500 · 2024
Russ Davis Wholesale, Inc ESOP
Data updated 2026-07-24
- $87M
- Total assets
- 775
- Participants
- 89th
- Percentile by assets
- $111,966
- Avg per participant
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.
- 89th percentile by assets (of 116,472 plans)
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.
- $87M
- total plan assets (2024 EOY)
- 775
- covered participants
- 89th
- percentile by assets (of 116,472 plans)
- $111,966
- avg assets per participant
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.
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.
Russ Davis Wholesale, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Russ Davis Wholesale, Inc. Employee Stock Ownership Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | -$4M |
| Employer EIN | 411111968 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Russ Davis Wholesale, Inc)
| 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
- Andersen Corporation Employee Stock Ownership Plan $963M · 12,104
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $594M · 490
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $594M · 782
- Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $424M · 4,375
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Russ Davis Wholesale, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Touchpoint, Inc. Employee Stock Ownership Plan (PA) $87M · 570
- Bartlett & West, Inc. Employee Stock Ownership Plan (KS) $87M · 422
- Sletten, Inc. Employee Stock Ownership Plan (MT) $87M · 339
- Carestar, Inc. Employee Stock Ownership Plan (OH) $87M · 396
Frequently Asked Questions
How did Russ Davis Wholesale, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Russ Davis Wholesale, Inc plan assets changed over time? ▼
Where does Russ Davis Wholesale, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Russ Davis Wholesale, Inc. Employee Stock Ownership Plan? ▼
Next read for Russ Davis Wholesale, Inc. Employee Stoc…
Scale reading
Ways to act on Russ Davis Wholesale, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Russ Davis Wholesale, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Russ Davis Wholesale, Inc's sponsor-wide assets have declined 10.2% since 2022 across 3 plan years on file. More Wholesale Trade 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 411111968.
Read our methodology - how this data is sourced, computed, and verified.