ESOP · DOL Form 5500 · 2023

Eagle Metal Distributors, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
22
Participants Small participant base
75th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Eagle Metal Employee Stock Ownership Plan · Sponsored by Eagle Metal Distributors, Inc. · Florida · Wholesale Trade

$23M in assets, 22 participants

Eagle Metal Distributors, Inc.'s Eagle Metal Employee Stock Ownership Plan reported $23M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,601 in Wholesale Trade (6,309 peers)

Where Eagle Metal Employee Stock Ownership Plan sits by assets

Eagle Metal Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $23M for 22 participants (~$1.0M/participant), down 15.8% in 2023.

#4,601
in Wholesale Trade (6,309 peers)
-15.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eagle Metal Employee Stock Ownership Plan's outsized position by total assets

Eagle Metal Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,993,132 Top 25% higher than 75% of 127,068 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 2023

Eagle Metal Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eagle Metal Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eagle Metal Employee Stock Ownership Plan reported net income fell from $12M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Eagle Metal Employee Stock Ownership Plan end-of-year assets fell from $27M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Eagle Metal Employee Stock Ownership Plan reported participants rose from 21 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200240615 · Eagle Metal Distributors, Inc. PY 2023 · ESOP

Eagle Metal Employee Stock Ownership Plan · $23M · 22 · 75th

  • TYPE $23M
  • NET 22
  • BOOK 75th
  • VS-ST ESOP
  • BOY near Carney, Sandoe & Associates Employee Stock Ownership Plan
  • SCH ind #4601

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 →

Eagle Metal Employee Stock Ownership Plan in the asset neighbourhood

Home Bancorp, Inc. Employee Stock Ownership PlanHome Bancorp, Inc. Employee …$23MCarney, Sandoe & Associates Employee Stock Ownership PlanCarney, Sandoe & Associates …$23MEagle Metal Employee Stock Ownership PlanEagle Metal Employee Stock O…$23MR.C. Moore, Inc. Employee Stock Ownership PlanR.C. Moore, Inc. Employee St…$23MKish Rigging, Inc. Employee Stock Ownership PlanKish Rigging, Inc. Employee …$23M
End-of-year total assets ($M) among Eagle Metal Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN200240615
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eagle Metal Distributors, Inc.)

Sponsor-wide plan assets over time

All Eagle Metal Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 84.83651547075962% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $27.3M $4.14M ▼ -84.8%
Year Plans Participants Total Assets
2022 1 21 $27M
2023 1 22 $23M
2024 1 22 $4M

Nearby ESOP Plans in Florida

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

Eagle Metal Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Eagle Metal Employee Stock Ownership Plan, Total assets ($B): 0.022993132 · Participants: 22Eagle Metal Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Eagle Metal Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Eagle Metal Employee Stock Ownership Plan side-by-side with 3 peers →

Eagle Metal Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Carney, Sandoe & Associates Employee Stock Ownership Plan in MA ($23M); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Eagle Metal Employee Stock Ownership Plan assets move in 2023? ▼
Eagle Metal Employee Stock Ownership Plan declined sharply - down 15.8% during 2023, from $27M to $23M. Reported net income was -$4M.
How have Eagle Metal Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eagle Metal Distributors, Inc.'s sponsor-wide assets declined 84.8%, from $27M to $4M.
Where does Eagle Metal Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Eagle Metal Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Eagle Metal Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Carney, Sandoe & Associates Employee Stock Ownership Plan in MA ($23M, 37 participants).
Which ESOP plans cover a similar participant headcount to Eagle Metal Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200240615.

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.