ESOP · DOL Form 5500 · 2022
Winter Park National Bank ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $226,906
- Avg per participant Above avg balance/head
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.
- #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.
- #3,194
- in Finance & Insurance (9,261 peers)
- +14.7%
- assets growth YoY
Winter Park National Bank ESOP's mid-pack asset rank among Finance & Insurance and all filers
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 ESOP among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winter Park National Bank ESOP is a small filing (21 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 821914784 · Winter Park National Bank PY 2022 · ESOP
Winter Park National Bank ESOP · $5M · 21 · 50th
- PHOTO $5M
- IND 21
- EOY 50th
- 5500 ESOP
- ASSETS near Gartland Foundry Company Inc. Employee Stock Ownership Plan
- PCT ind #3194
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 →
Winter Park National Bank ESOP in the asset neighbourhood
Winter Park National Bank multi-year asset trail
Sponsor-wide plan assets over time
All Winter Park National Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 45.7366145255336% vs 2022
- 2024 filing year
| 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
Winter Park National Bank ESOP's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Gartland Foundry Company Inc. Employee Stock Ownership Plan in IN ($5M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.