ESOP · DOL Form 5500 · 2023
Maddy Mann ESOP
Data updated 2026-08-25
- $79K
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $2,393
- Avg per participant Low balance/head
Official DOL plan name: Daniels Insurance Agency Inc - Employees Stock Ownership Plan · Sponsored by Maddy Mann · New Mexico · Finance & Insurance
$79K in assets, 33 participants
Maddy Mann's Daniels Insurance Agency Inc - Employees Stock Ownership Plan reported $79K in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- #289 in Finance & Insurance (8,869 peers)
Maddy Mann multi-year trail
Maddy Mann's plans moved +16642.6% in assets from 2022 to 2024; this filing shows Daniels Insurance Agency Inc - Employees Stock Ownership Plan at $79K / 33 participants.
- #289
- in Finance & Insurance (8,869 peers)
- +29.8%
- assets growth YoY
Daniels Insurance Agency Inc - Employees Stock Ownership Plan among the smaller filed plans by assets
Daniels Insurance Agency Inc - Employees Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$78,961 5th percentile higher than 5% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Daniels Insurance Agency Inc - Employees Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Daniels Insurance Agency Inc - Employees Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Daniels Insurance Agency Inc - Employees Stock Ownership Plan reported net income rose from $9K in the plan year 2022 filing to $18K in the plan year 2023 filing.
- Daniels Insurance Agency Inc - Employees Stock Ownership Plan end-of-year assets rose from $61K in the plan year 2022 filing to $79K in the plan year 2023 filing.
- Daniels Insurance Agency Inc - Employees Stock Ownership Plan reported participants fell from 34 in the plan year 2022 filing to 33 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 850092484 · Maddy Mann PY 2023 · ESOP
Daniels Insurance Agency Inc - Employees Stock Ownership Plan · $79K · 33 · 5th
- EOY $79K
- 5500 33
- ASSETS 5th
- PCT ESOP
- EIN near Country Willow Ltd. Employee Stock Ownership Plan
- RANK ind #289
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 New Mexico →
Daniels Insurance Agency Inc - Employees Stock Ownership Plan in the asset neighbourhood
Maddy Mann multi-year asset trail
Sponsor-wide plan assets over time
All Maddy Mann plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 16642.62958031267% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $61K |
| 2023 | 1 | 33 | $79K |
| 2024 | 1 | 36 | $10M |
Maddy Mann filing trail (2023)
| Total Assets (Beginning of Year) | $61K |
|---|---|
| Net Assets (End of Year) | $79K |
| Net Income | $18K |
| Employer EIN | 850092484 |
| Plan Effective Date | 1985-10-25 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Mexico
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Stock Ownership Plan of Applied Research Associates, Inc. $606M · 1,981
- Ppic Employee Stock Ownership Plan $59M · 107
- Azurite Professional Community Employee Stock Ownership Plan $24M · 259
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $21M · 101
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan $19M · 14
Daniels Insurance Agency Inc - Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Mexico, the nearest ESOP by assets is Country Willow Ltd. Employee Stock Ownership Plan in NY ($79K); by covered participants it is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79K here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.