ESOP · DOL Form 5500 · 2022

Healthcare Appraisers, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
76
Participants Small participant base
80th
Percentile by assets National rank
$313,045
Avg per participant High balance/head
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Official DOL plan name: Healthcare Appraisers, Inc. ESOP · Sponsored by Healthcare Appraisers, Inc. · Florida · Professional & Technical Services

$24M in assets, 76 participants

Healthcare Appraisers, Inc.'s Healthcare Appraisers, Inc. ESOP reported $24M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,276 in Professional & Technical Services (21,562 peers)

Where Healthcare Appraisers, Inc. ESOP sits by assets

Healthcare Appraisers, Inc. ESOP sits in the top quartile of all filed plans by assets, $24M for 76 participants (~$313,045/participant), down 8.1% in 2022.

#17,276
in Professional & Technical Services (21,562 peers)
-8.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthcare Appraisers, Inc. ESOP's outsized position by total assets

Healthcare Appraisers, Inc. ESOP vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,791,418 Top 20% higher than 80% of 139,123 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 2022

Healthcare Appraisers, Inc. 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. Healthcare Appraisers, Inc. ESOP is a small filing (76 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 364343782 · Healthcare Appraisers, Inc. PY 2022 · ESOP

Healthcare Appraisers, Inc. ESOP · $24M · 76 · 80th

  • IND $24M
  • IND 76
  • IND 80th
  • IND ESOP
  • IND near Miller Holdings, Inc Employee Stock Ownership Plan and Trust
  • IND ind #17276

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 →

Healthcare Appraisers, Inc. ESOP in the asset neighbourhood

1a Auto, Inc. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock…$24MHealthcare Appraisers, Inc. ESOPHealthcare Appraisers, Inc. …$24MMiller Holdings, Inc Employee Stock Ownership Plan and TrustMiller Holdings, Inc Employe…$24MFox Bros. Piggly Wiggly, Inc. Employee Stock Ownership PlanFox Bros. Piggly Wiggly, Inc…$24MModjeski and Masters Inc. Employee Stock Ownership PlanModjeski and Masters Inc. Em…$24M
End-of-year total assets ($M) among Healthcare Appraisers, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN364343782
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcare Appraisers, Inc.)

Sponsor-wide plan assets over time

All Healthcare Appraisers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 88.17004671364865% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $35.9M $4.25M ▼ -88.2%
Year Plans Participants Total Assets
2022 2 153 $36M
2023 2 152 $38M
2024 1 76 $4M

Nearby ESOP Plans in Florida

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

Healthcare Appraisers, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Healthcare Appraisers, Inc. ESOP, Total assets ($B): 0.023791418 · Participants: 76Healthcare Appraisers, Inc. ESOPPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Healthcare Appraisers, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants
Compare Healthcare Appraisers, Inc. ESOP side-by-side with 3 peers →

Healthcare Appraisers, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Miller Holdings, Inc Employee Stock Ownership Plan and Trust in ND ($24M); by covered participants it is First Robinson Financial Corporation Employee Stock Ownership Plan in IL (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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.

Frequently Asked Questions

How did Healthcare Appraisers, Inc. ESOP assets move in 2022? ▼
Healthcare Appraisers, Inc. ESOP pulled back noticeably - down 8.1% during 2022, from $26M to $24M. Reported net income was -$2M.
How have Healthcare Appraisers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthcare Appraisers, Inc.'s sponsor-wide assets declined 88.2%, from $36M to $4M.
Where does Healthcare Appraisers, Inc. ESOP rank by assets among Form 5500 filers? ▼
Healthcare Appraisers, Inc. ESOP ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Healthcare Appraisers, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Miller Holdings, Inc Employee Stock Ownership Plan and Trust in ND ($24M, 222 participants).
Which ESOP plans cover a similar participant headcount to Healthcare Appraisers, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is First Robinson Financial Corporation Employee Stock Ownership Plan in IL (76 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364343782.

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.