ESOP · DOL Form 5500 · 2024
D.a. Davidson Companies ESOP
Data updated 2026-08-11
- $176M
- Total assets
- 1,519
- Participants
- 94th
- Percentile by assets
- $115,617
- Avg per participant
Official DOL plan name: D.a. Davidson Companies Employee Stock Ownership Plan · Sponsored by D.a. Davidson Companies · Montana · Finance & Insurance
$176M in assets, 1,519 participants
D.a. Davidson Companies's D.a. Davidson Companies Employee Stock Ownership Plan reported $176M in total assets and 1,519 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.
- 94th percentile by assets (of 123,622 plans)
- #7,700 in Finance & Insurance (8,549 peers)
Coverage in Montana
D.a. Davidson Companies Employee Stock Ownership Plan covers 1,519 participants in Montana, 5.6x the typical Montana plan (state average ~271 per filing). Assets: $176M.
- $176M
- total plan assets (2024 EOY)
- 1,519
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $115,617
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- D.a. Davidson Companies Employee Stock Ownership Plan end-of-year assets rose from $150M in the plan year 2023 filing to $176M in the plan year 2024 filing.
- D.a. Davidson Companies Employee Stock Ownership Plan reported net income fell from $31M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- D.a. Davidson Companies Employee Stock Ownership Plan reported participants rose from 1,474 in the plan year 2023 filing to 1,519 in the plan year 2024 filing.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. D.a. Davidson Companies Employee Stock Ownership Plan reports 1,519 participants - 5.6x that state average ($176M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $150M |
|---|---|
| Net Assets (End of Year) | $176M |
| Net Income | $27M |
| Employer EIN | 810439153 |
| Plan Effective Date | 1977-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (D.a. Davidson Companies)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,875 | $541M |
| 2023 | 2 | 3,054 | $693M |
| 2024 | 2 | 3,138 | $798M |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
D.a. Davidson Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP $469M · 968
- Electrical Consultants, Inc. Employee Stock Ownership Plan $109M · 822
- Sletten, Inc. Employee Stock Ownership Plan $87M · 339
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $77M · 294
- Oftedal Construction, Inc. Employee Stock Ownership Plan $43M · 94
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to D.a. Davidson Companies Employee Stock Ownership Plan by total assets, not by location.
- Gray, Inc. Employee Stock Ownership Plan (KY) $177M · 1,534
- Roush Holdings Employee Stock Ownership Plan (OH) $174M · 416
- Griffith Company Employee Stock Ownership Plan (CA) $173M · 295
- Lt Corporation & Affiliates Employee Stock Ownership Plan (MS) $179M · 499
Frequently Asked Questions
How did D.a. Davidson Companies Employee Stock Ownership Plan assets move in 2024? ▼
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Where does D.a. Davidson Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on D.a. Davidson Companies Employee Stock Ownership Plan's numbers.
- By total assets, D.a. Davidson Companies Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Montana. Compare plans
- D.a. Davidson Companies's sponsor-wide assets have grown 47.7% since 2022 across 3 plan years on file. More Finance & Insurance plans