ESOP · DOL Form 5500 · 2024

Davies Office Refurbishing, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
103
Participants Small participant base
53rd
Percentile by assets National rank
$83,797
Avg per participant Below avg balance/head
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Official DOL plan name: Davies Office Refurbishing, Inc. Employee Stock Ownership Plan · Sponsored by Davies Office Refurbishing, Inc. · New York · Wholesale Trade

$9M in assets, 103 participants

Davies Office Refurbishing, Inc.'s Davies Office Refurbishing, Inc. Employee Stock Ownership Plan reported $9M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,631 in Wholesale Trade (6,080 peers)

Coverage in New York

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $9M.

#2,631
in Wholesale Trade (6,080 peers)
+4.9%
assets growth YoY

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,631,141 Top 47% higher than 53% of 123,620 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 2024

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davies Office Refurbishing, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Davies Office Refurbishing, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $407K in the plan year 2024 filing.
  • Davies Office Refurbishing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Davies Office Refurbishing, Inc. Employee Stock Ownership Plan reported participants rose from 99 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 141566162 · Davies Office Refurbishing, Inc. PY 2024 · ESOP

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan · $9M · 103 · 53rd

  • IND $9M
  • IND 103
  • IND 53rd
  • IND ESOP
  • IND near Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan
  • IND ind #2631

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 York →

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Davies Office Refurbishing, Inc. Employee Stock Ownership PlanDavies Office Refurbishing, …$9MAdvanced Aluminium of Polk County, Inc. Employee Stock Ownership PlanAdvanced Aluminium of Polk C…$9MMaxima Products Employee Stock Ownership PlanMaxima Products Employee Sto…$9MBoring Business Systems, Inc. Employee Stock Ownership PlanBoring Business Systems, Inc…$9MGeorge E. Masker, Inc. Employee Stock Ownership PlanGeorge E. Masker, Inc. Emplo…$9M
End-of-year total assets ($M) among Davies Office Refurbishing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$407K
Employer EIN141566162
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davies Office Refurbishing, Inc.)

Sponsor-wide plan assets over time

All Davies Office Refurbishing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.842089746262653% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M$14M 202220232024 $13.5M $12.3M ▼ -8.9%
Year Plans Participants Total Assets
2022 2 286 $14M
2023 2 271 $12M
2024 2 283 $12M

Nearby ESOP Plans in New York

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

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Davies Office Refurbishing, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.631141 · Participants: 103Davies Office Refurbishing, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Davies Office Refurbishing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Davies Office Refurbishing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Davies Office Refurbishing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan in FL ($9M); by covered participants it is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Davies Office Refurbishing, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Davies Office Refurbishing, Inc. Employee Stock Ownership Plan edged up modestly - up 4.9% during 2024, from $8M to $9M. Reported net income was $407K.
How have Davies Office Refurbishing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davies Office Refurbishing, Inc.'s sponsor-wide assets declined 8.8%, from $14M to $12M.
Which ESOP plans are similar in size to Davies Office Refurbishing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan in FL ($9M, 55 participants).
Which ESOP plans cover a similar participant headcount to Davies Office Refurbishing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants, $91M in assets).

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 141566162.

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.