ESOP · DOL Form 5500 · 2023

Dugger Investments Company, Inc. Dba Haven Building Products ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
52
Participants Small participant base
59th
Percentile by assets National rank
$193,351
Avg per participant Above avg balance/head
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Official DOL plan name: Haven Building Products Employee Stock Ownership Plan · Sponsored by Dugger Investments Company, Inc. Dba Haven Building Products · Florida · Retail Trade

$10M in assets, 52 participants

Dugger Investments Company, Inc. Dba Haven Building Products's Haven Building Products Employee Stock Ownership Plan reported $10M in total assets and 52 participants in its 2023 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.

  • #5,849 in Retail Trade (8,414 peers)

What the 2023 filing shows

Haven Building Products Employee Stock Ownership Plan holds $10M for 52 participants - about $193,351 per participant, above the median plan by assets.

#5,849
in Retail Trade (8,414 peers)
+3.3%
assets growth YoY

Haven Building Products Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Haven Building Products Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,054,249 Top 41% higher than 59% of 127,068 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 2023

Haven Building Products Employee 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. Haven Building Products Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haven Building Products Employee Stock Ownership Plan reported net income rose from -$719K in the plan year 2022 filing to $379K in the plan year 2023 filing.
  • Haven Building Products Employee Stock Ownership Plan reported participants rose from 41 in the plan year 2022 filing to 52 in the plan year 2023 filing.
  • Haven Building Products Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592389612 · Dugger Investments Company, Inc. Dba Haven Building Products PY 2023 · ESOP

Haven Building Products Employee Stock Ownership Plan · $10M · 52 · 59th

  • NET $10M
  • NET 52
  • NET 59th
  • NET ESOP
  • NET near Ici Services Corporation ESOP
  • NET ind #5849

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 Florida →

Haven Building Products Employee Stock Ownership Plan in the asset neighbourhood

Bagshaw Trucking, Inc. Employee Stock Ownership PlanBagshaw Trucking, Inc. Emplo…$10MKarlen Williams Graybill Advertising Employee Stock Ownership PlanKarlen Williams Graybill Adv…$10MHaven Building Products Employee Stock Ownership PlanHaven Building Products Empl…$10MIci Services Corporation ESOP$10MOsborne Industries Inc Employee Stock Ownership Plan and TrustOsborne Industries Inc Emplo…$10M
End-of-year total assets ($M) among Haven Building Products Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$379K
Employer EIN592389612
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dugger Investments Company, Inc. Dba Haven Building Products)

Sponsor-wide plan assets over time

All Dugger Investments Company, Inc. Dba Haven Building Products plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.347644787708287% vs 2022
2023 filing year
$9.6M$9.7M$9.8M$9.9M$10M$10.1M 20222023 $9.73M $10.1M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 41 $10M
2023 1 52 $10M

Nearby ESOP Plans in Florida

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

Haven Building Products Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Haven Building Products Employee Stock Ownership Plan, Total assets ($B): 0.010054249 · Participants: 52Haven Building Products Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Haven Building Products Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Haven Building Products Employee Stock Ownership Plan side-by-side with 3 peers →

Haven Building Products Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Ici Services Corporation ESOP in VA ($10M); by covered participants it is Jd2 Incorporated Employee Stock Ownership Plan in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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.

Frequently Asked Questions

How did Haven Building Products Employee Stock Ownership Plan assets move in 2023? ▼
Haven Building Products Employee Stock Ownership Plan edged up modestly - up 3.3% during 2023, from $10M to $10M. Reported net income was $379K.
How have Dugger Investments Company, Inc. Dba Haven Building Products plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Dugger Investments Company, Inc. Dba Haven Building Products's sponsor-wide assets grew 3.3%, from $10M to $10M.
Which ESOP plans are similar in size to Haven Building Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ici Services Corporation ESOP in VA ($10M, 160 participants).
Which ESOP plans cover a similar participant headcount to Haven Building Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jd2 Incorporated Employee Stock Ownership Plan in CA (52 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592389612.

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.