ESOP · DOL Form 5500 · 2022

First Home Bank ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
617
Participants Below avg headcount
30th
Percentile by assets National rank
$2,481
Avg per participant Low balance/head
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Official DOL plan name: Bayfirst National Bank Employee Stock Ownership Plan · Sponsored by First Home Bank · Florida · Finance & Insurance

$2M in assets, 617 participants

First Home Bank's Bayfirst National Bank Employee Stock Ownership Plan reported $2M in total assets and 617 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,868 in Finance & Insurance (9,261 peers)

First Home Bank multi-year trail

First Home Bank's plans moved +11.5% in assets from 2022 to 2024; this filing shows Bayfirst National Bank Employee Stock Ownership Plan at $2M / 617 participants.

#1,868
in Finance & Insurance (9,261 peers)
-26.6%
assets change YoY

The plan reported a net loss of $484K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bayfirst National Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Bayfirst National Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$1,530,921 30th percentile higher than 30% 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

Bayfirst National Bank Employee Stock Ownership Plan 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. Bayfirst National Bank Employee Stock Ownership Plan sits mid-pack in the medium band (617 participants).

DOL schedule card

Filing strip 593526917 · First Home Bank PY 2022 · ESOP

Bayfirst National Bank Employee Stock Ownership Plan · $2M · 617 · 30th

  • EBSA $2M
  • EBSA 617
  • EBSA 30th
  • EBSA ESOP
  • EBSA near Far West Technology, Inc. Employee Stock Ownership Plan
  • EBSA ind #1868

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 →

Bayfirst National Bank Employee Stock Ownership Plan in the asset neighbourhood

Bayfirst National Bank Employee Stock Ownership PlanBayfirst National Bank Emplo…$2MFar West Technology, Inc. Employee Stock Ownership PlanFar West Technology, Inc. Em…$2ME-Gineering, Inc. Employee Stock Ownership PlanE-Gineering, Inc. Employee S…$2MArtifex Millwork, Inc. Employee Stock Ownership Plan and TrustArtifex Millwork, Inc. Emplo…$2MCaron Engineering, Inc. Employee Stock Ownership PlanCaron Engineering, Inc. Empl…$2M
End-of-year total assets ($M) among Bayfirst National Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

First Home Bank multi-year asset trail

Sponsor-wide plan assets over time

All First Home Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 11.504454616082946% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.7M $20.9M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 1,238 $19M
2023 2 564 $19M
2024 2 596 $21M

First Home Bank filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$484K
Employer EIN593526917
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Bayfirst National Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Bayfirst National Bank Employee Stock Ownership Plan, Total assets ($B): 0.001530921 · Participants: 617Bayfirst National Bank Employee Stock Ownership PlanPublix 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
Bayfirst National Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Bayfirst National Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Bayfirst National Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Far West Technology, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Dakota Supply Group, Inc. Employee Stock Ownership Plan in ND (616 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (617 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 Bayfirst National Bank Employee Stock Ownership Plan assets move in 2022? ▼
Bayfirst National Bank Employee Stock Ownership Plan declined sharply - down 26.6% during 2022, from $2M to $2M. Reported net income was -$484K.
How have First Home Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Home Bank's sponsor-wide assets grew 11.5%, from $19M to $21M.
Which ESOP plans are similar in size to Bayfirst National Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Far West Technology, Inc. Employee Stock Ownership Plan in CA ($2M, 14 participants).
Which ESOP plans cover a similar participant headcount to Bayfirst National Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dakota Supply Group, Inc. Employee Stock Ownership Plan in ND (616 participants, $234M 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 593526917.

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.