ESOP · DOL Form 5500 · 2022
Winter Park National Bank ESOP
Data updated 2026-08-11
- $5M
- Total assets
- 21
- Participants
- 50th
- Percentile by assets
- $226,906
- Avg per participant
Official DOL plan name: Winter Park National Bank ESOP · Sponsored by Winter Park National Bank · Florida · Finance & Insurance
$5M in assets, 21 participants
Winter Park National Bank's Winter Park National Bank ESOP reported $5M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- 50th percentile by assets (of 139,126 plans)
- #3,194 in Finance & Insurance (9,261 peers)
Winter Park National Bank multi-year trail
Winter Park National Bank's plans moved +45.7% in assets from 2022 to 2024; this filing shows Winter Park National Bank ESOP at $5M / 21 participants.
- $5M
- total plan assets (2022 EOY)
- 21
- covered participants
- 50th
- percentile by assets (of 139,126 plans)
- $226,906
- avg assets per participant
Where Winter Park National Bank ESOP sits by total assets
Winter Park National Bank ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,765,016 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Winter Park National Bank across 3 plan years on file
Across the 3 plan years Winter Park National Bank has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $7M, a gain of 45.7%, while reported participants moved from 21 to 28 (+33.3%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($5M).
Winter Park National Bank multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $5M |
| 2023 | 1 | 23 | $5M |
| 2024 | 1 | 28 | $7M |
Winter Park National Bank filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $611K |
| Employer EIN | 821914784 |
| Plan Effective Date | 2017-06-27 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Winter Park National Bank ESOP by total assets, not by location.
Frequently Asked Questions
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Next read for Winter Park National Bank ESOP
Multi-year trail
Ways to act on Winter Park National Bank ESOP's numbers.
- By total assets, Winter Park National Bank ESOP ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Winter Park National Bank's sponsor-wide assets have grown 45.7% since 2022 across 3 plan years on file. More Finance & Insurance plans