ESOP · DOL Form 5500 · 2024
D.a. Davidson Companies ESOP
Data updated 2026-08-25
- $176M
- Total assets Near avg plan size
- 1,519
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $115,617
- Avg per participant Below avg balance/head
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.
- #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.
- #7,700
- in Finance & Insurance (8,549 peers)
- +17.4%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
D.a. Davidson Companies Employee Stock Ownership Plan's outsized position by total assets
D.a. Davidson Companies Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$175,622,889 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
D.a. Davidson Companies Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D.a. Davidson Companies Employee Stock Ownership Plan lands in the large band (1,519 participants).
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.
Form 5500 schedule snapshot
Filing strip 810439153 · D.a. Davidson Companies PY 2024 · ESOP
D.a. Davidson Companies Employee Stock Ownership Plan · $176M · 1,519 · 94th
- VS-ST $176M
- BOY 1,519
- SCH 94th
- EBSA ESOP
- PART near Gray, Inc. Employee Stock Ownership Plan
- TYPE ind #7700
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 Montana →
D.a. Davidson Companies Employee Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All D.a. Davidson Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $798M 47.653124861464605% vs 2022
- 2024 filing year
| 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.
- 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
D.a. Davidson Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is Gray, Inc. Employee Stock Ownership Plan in KY ($177M); by covered participants it is Tuff Shed, Inc. Employee Stock Ownership Plan in CO (1,529 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($176M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,519 participants); asset peers above are excluded.
- Tuff Shed, Inc. Employee Stock Ownership Plan (CO) 1,529 · 10 off
- West Coast C & C Management, Inc. ESOP (CA) 1,503 · 16 off
- Src Employee Stock Ownership Plan and Trust (MO) 1,535 · 16 off
- Acco Employee Stock Ownership Plan (CA) 1,499 · 20 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.