ESOP · DOL Form 5500 · 2023

Winter Park National Bank ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
23
Participants Small participant base
46th
Percentile by assets National rank
$234,079
Avg per participant Above avg balance/head
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Official DOL plan name: Winter Park National Bank ESOP · Sponsored by Winter Park National Bank · Florida · Finance & Insurance

$5M in assets, 23 participants

Winter Park National Bank's Winter Park National Bank ESOP reported $5M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,880 in Finance & Insurance (8,869 peers)

Winter Park National Bank multi-year trail

Winter Park National Bank's plans moved +45.7% in assets from 2022 to 2024; this filing shows Winter Park National Bank ESOP at $5M / 23 participants.

#2,880
in Finance & Insurance (8,869 peers)
+13.0%
assets growth YoY

Winter Park National Bank ESOP's mid-pack asset rank among Finance & Insurance and all filers

Winter Park National Bank ESOP vs every filed plan by assets

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

$5,383,819 46th percentile higher than 46% 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

Winter Park National Bank ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winter Park National Bank ESOP is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winter Park National Bank ESOP end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Winter Park National Bank ESOP reported participants rose from 21 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 821914784 · Winter Park National Bank PY 2023 · ESOP

Winter Park National Bank ESOP · $5M · 23 · 46th

  • EIN $5M
  • EIN 23
  • EIN 46th
  • EIN ESOP
  • EIN near Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan
  • EIN ind #2880

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 →

Winter Park National Bank ESOP in the asset neighbourhood

Winter Park National Bank ESOPWinter Park National Bank ES…$5MWestern Valley Insurance Associates, Inc. Employee Stock Ownership PlanWestern Valley Insurance Ass…$5MPathfinder Bank Employee Stock Ownership PlanPathfinder Bank Employee Sto…$5MThe Gadsden Corporation Employee Stock Ownership PlanThe Gadsden Corporation Empl…$5MHigh Country Lumber Employee Stock Ownership PlanHigh Country Lumber Employee…$5M
End-of-year total assets ($M) among Winter Park National Bank ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Winter Park National Bank multi-year asset trail

Sponsor-wide plan assets over time

All Winter Park National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.7366145255336% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.77M $6.94M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 21 $5M
2023 1 23 $5M
2024 1 28 $7M

Winter Park National Bank filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$619K
Employer EIN821914784
Plan Effective Date2017-06-27
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Winter Park National Bank ESOP vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Winter Park National Bank ESOP, Total assets ($B): 0.005383819 · Participants: 23Winter Park National Bank ESOPPublix 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
Winter Park National Bank ESOP vs. nearby ESOP plans in Florida, assets vs. participants
Compare Winter Park National Bank ESOP side-by-side with 3 peers →

Winter Park National Bank ESOP's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan in CA ($5M); by covered participants it is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Winter Park National Bank ESOP assets move in 2023? ▼
Winter Park National Bank ESOP grew at a solid clip - up 13.0% during 2023, from $5M to $5M. Reported net income was $619K.
How have Winter Park National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winter Park National Bank's sponsor-wide assets grew 45.7%, from $5M to $7M.
Which ESOP plans are similar in size to Winter Park National Bank ESOP? ▼
Among ESOP plans in other states, the closest by assets is Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan in CA ($5M, 44 participants).
Which ESOP plans cover a similar participant headcount to Winter Park National Bank ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 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 821914784.

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.