ESOP · DOL Form 5500 · 2023

Chris-Tel Company of Southwest Florida, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
61
Participants Small participant base
29th
Percentile by assets National rank
$29,809
Avg per participant Low balance/head
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Official DOL plan name: Chris-Tel Construction Employee Stock Ownership Plan · Sponsored by Chris-Tel Company of Southwest Florida, Inc. · Florida · Construction

$2M in assets, 61 participants

Chris-Tel Company of Southwest Florida, Inc.'s Chris-Tel Construction Employee Stock Ownership Plan reported $2M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,446 in Construction (9,030 peers)

Chris-Tel Company of Southwest Florida, Inc. multi-year trail

Chris-Tel Company of Southwest Florida, Inc.'s plans moved +23.7% in assets from 2022 to 2024; this filing shows Chris-Tel Construction Employee Stock Ownership Plan at $2M / 61 participants.

#2,446
in Construction (9,030 peers)
+20.1%
assets growth YoY

Chris-Tel Construction Employee Stock Ownership Plan among the smaller filed plans by assets

Chris-Tel Construction Employee Stock Ownership Plan vs every filed plan by assets

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

$1,818,332 29th percentile higher than 29% 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

Chris-Tel Construction 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. Chris-Tel Construction Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chris-Tel Construction Employee Stock Ownership Plan reported net income fell from $728K in the plan year 2022 filing to $305K in the plan year 2023 filing.
  • Chris-Tel Construction Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2022 filing to 61 in the plan year 2023 filing.
  • Chris-Tel Construction Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650384539 · Chris-Tel Company of Southwest Florida, Inc. PY 2023 · ESOP

Chris-Tel Construction Employee Stock Ownership Plan · $2M · 61 · 29th

  • PHOTO $2M
  • PHOTO 61
  • PHOTO 29th
  • PHOTO ESOP
  • PHOTO near Bedford Road Pharmacy, Inc. ESOP Plan
  • PHOTO ind #2446

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 →

Chris-Tel Construction Employee Stock Ownership Plan in the asset neighbourhood

Chris-Tel Construction Employee Stock Ownership PlanChris-Tel Construction Emplo…$2MBedford Road Pharmacy, Inc. ESOP PlanBedford Road Pharmacy, Inc. …$2MVirtexco Corporation Employee Stock Ownership PlanVirtexco Corporation Employe…$2MLawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership PlanLawrence W. Rosine Co. Profi…$2MCondor Earth Technologies, Inc. Employee Stock Ownership PlanCondor Earth Technologies, I…$2M
End-of-year total assets ($M) among Chris-Tel Construction Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Chris-Tel Company of Southwest Florida, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chris-Tel Company of Southwest Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.738189573328206% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.51M $1.87M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 45 $2M
2023 1 61 $2M
2024 1 66 $2M

Chris-Tel Company of Southwest Florida, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$305K
Employer EIN650384539
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Chris-Tel Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Chris-Tel Construction Employee Stock Ownership Plan, Total assets ($B): 0.001818332 · Participants: 61Chris-Tel Construction 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
Chris-Tel Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Chris-Tel Construction Employee Stock Ownership Plan side-by-side with 3 peers →

Chris-Tel Construction Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Bedford Road Pharmacy, Inc. ESOP Plan in MD ($2M); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Chris-Tel Construction Employee Stock Ownership Plan assets move in 2023? ▼
Chris-Tel Construction Employee Stock Ownership Plan grew sharply - up 20.1% during 2023, from $2M to $2M. Reported net income was $305K.
How have Chris-Tel Company of Southwest Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chris-Tel Company of Southwest Florida, Inc.'s sponsor-wide assets grew 23.7%, from $2M to $2M.
Which ESOP plans are similar in size to Chris-Tel Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bedford Road Pharmacy, Inc. ESOP Plan in MD ($2M, 128 participants).
Which ESOP plans cover a similar participant headcount to Chris-Tel Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants, $4M 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 650384539.

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.