ESOP · DOL Form 5500 · 2023

Executive Data Systems, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
24
Participants Small participant base
62nd
Percentile by assets National rank
$497,751
Avg per participant High balance/head
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Official DOL plan name: Executive Data Systems Employee Stock Ownership Plan · Sponsored by Executive Data Systems, Inc. · Florida · Information & Media

$12M in assets, 24 participants

Executive Data Systems, Inc.'s Executive Data Systems Employee Stock Ownership Plan reported $12M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,433 in Information & Media (2,818 peers)

What the 2023 filing shows

Executive Data Systems Employee Stock Ownership Plan holds $12M for 24 participants - about $497,751 per participant, above the median plan by assets.

#1,433
in Information & Media (2,818 peers)
+6.3%
assets growth YoY

Executive Data Systems Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers

Executive Data Systems Employee Stock Ownership Plan vs every filed plan by assets

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

$11,946,014 Top 38% higher than 62% 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

Executive Data Systems 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. Executive Data Systems Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Executive Data Systems Employee Stock Ownership Plan reported net income rose from $404K in the plan year 2022 filing to $705K in the plan year 2023 filing.
  • Executive Data Systems Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Executive Data Systems Employee Stock Ownership Plan reported participants rose from 23 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591999173 · Executive Data Systems, Inc. PY 2023 · ESOP

Executive Data Systems Employee Stock Ownership Plan · $12M · 24 · 62nd

  • BOY $12M
  • BOY 24
  • BOY 62nd
  • BOY ESOP
  • BOY near Idi Fabrication, Inc. Employee Stock Ownership Plan
  • BOY ind #1433

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 →

Executive Data Systems Employee Stock Ownership Plan in the asset neighbourhood

Thomas & Skinner, Inc. Employee Stock Ownership PlanThomas & Skinner, Inc. Emplo…$12MPmg, Inc. Employee Stock Ownership PlanPmg, Inc. Employee Stock Own…$12MExecutive Data Systems Employee Stock Ownership PlanExecutive Data Systems Emplo…$12MIdi Fabrication, Inc. Employee Stock Ownership PlanIdi Fabrication, Inc. Employ…$12MRebling Plastics Employee Stock Ownership PlanRebling Plastics Employee St…$12M
End-of-year total assets ($M) among Executive Data Systems Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$705K
Employer EIN591999173
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Executive Data Systems, Inc.)

Sponsor-wide plan assets over time

All Executive Data Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.18744835890746% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M 202220232024 $11.2M $12.2M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 23 $11M
2023 1 24 $12M
2024 1 24 $12M

Nearby ESOP Plans in Florida

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

Executive Data Systems Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Executive Data Systems Employee Stock Ownership Plan, Total assets ($B): 0.011946014 · Participants: 24Executive Data Systems 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
Executive Data Systems Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Executive Data Systems Employee Stock Ownership Plan side-by-side with 3 peers →

Executive Data Systems Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Idi Fabrication, Inc. Employee Stock Ownership Plan in IN ($12M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Executive Data Systems Employee Stock Ownership Plan assets move in 2023? ▼
Executive Data Systems Employee Stock Ownership Plan grew at a solid clip - up 6.3% during 2023, from $11M to $12M. Reported net income was $705K.
How have Executive Data Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Executive Data Systems, Inc.'s sponsor-wide assets grew 8.2%, from $11M to $12M.
Which ESOP plans are similar in size to Executive Data Systems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Idi Fabrication, Inc. Employee Stock Ownership Plan in IN ($12M, 38 participants).
Which ESOP plans cover a similar participant headcount to Executive Data Systems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 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 591999173.

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.