ESOP · DOL Form 5500 · 2022
Holiday Builders, Inc. ESOP
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 185
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $768,384
- Avg per participant High balance/head
Official DOL plan name: Holiday Builders, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Holiday Builders, Inc. · Florida · Construction
$142M in assets, 185 participants
Holiday Builders, Inc.'s Holiday Builders, Inc. Employee Stock Ownership Plan and Trust reported $142M in total assets and 185 participants in its 2022 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.
- #9,267 in Construction (9,927 peers)
Coverage in Florida
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust covers 185 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $142M.
- #9,267
- in Construction (9,927 peers)
- +19.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$142,151,060 Top 6% higher than 94% 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
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holiday Builders, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (185 participants).
DOL schedule card
Filing strip 592326805 · Holiday Builders, Inc. PY 2022 · ESOP
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust · $142M · 185 · 94th
- EBSA $142M
- PART 185
- TYPE 94th
- NET ESOP
- BOOK near Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan
- VS-ST ind #9267
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 →
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $17M |
| Employer EIN | 592326805 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holiday Builders, Inc.)
Sponsor-wide plan assets over time
All Holiday Builders, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $234M 60.58451433044394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 421 | $146M |
| 2023 | 2 | 434 | $224M |
| 2024 | 2 | 382 | $234M |
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
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan in PA ($143M); by covered participants it is Air Treatment Corporation Employee Stock Ownership Plan in CA (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan (PA) $143M · 394
- Point B, Inc. Employee Stock Ownership Plan and Trust (WA) $143M · 768
- Stearns Financial Services, Inc. Employee Stock Ownership Plan (MN) $143M · 511
- Dcs Corporation Restated Employee Stock Ownership Plan (VA) $144M · 1,887
Similar participant headcount
Nearest other-state filings by covered participants (185 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.