ESOP · DOL Form 5500 · 2023

Healthcare Appraisers, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
77
Participants Small participant base
75th
Percentile by assets National rank
$305,781
Avg per participant High balance/head
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Official DOL plan name: Healthcare Appraisers, Inc. ESOP · Sponsored by Healthcare Appraisers, Inc. · Florida · Professional & Technical Services

$24M in assets, 77 participants

Healthcare Appraisers, Inc.'s Healthcare Appraisers, Inc. ESOP reported $24M in total assets and 77 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.

  • #15,392 in Professional & Technical Services (20,321 peers)

Where Healthcare Appraisers, Inc. ESOP sits by assets

Healthcare Appraisers, Inc. ESOP sits in the top quartile of all filed plans by assets, $24M for 77 participants (~$305,781/participant), down 1.0% in 2023.

#15,392
in Professional & Technical Services (20,321 peers)
-1.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthcare Appraisers, Inc. ESOP's outsized position by total assets

Healthcare Appraisers, Inc. ESOP vs every filed plan by assets

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

$23,545,117 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

Healthcare Appraisers, Inc. 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. Healthcare Appraisers, Inc. ESOP is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthcare Appraisers, Inc. ESOP reported net income rose from -$2M in the plan year 2022 filing to -$38K in the plan year 2023 filing.
  • Healthcare Appraisers, Inc. ESOP reported participants rose from 76 in the plan year 2022 filing to 77 in the plan year 2023 filing.
  • Healthcare Appraisers, Inc. ESOP end-of-year assets fell from $24M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364343782 · Healthcare Appraisers, Inc. PY 2023 · ESOP

Healthcare Appraisers, Inc. ESOP · $24M · 77 · 75th

  • PHOTO $24M
  • IND 77
  • EOY 75th
  • 5500 ESOP
  • ASSETS near Brewer Science Employee Stock Ownership Plan
  • PCT ind #15392

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 →

Healthcare Appraisers, Inc. ESOP in the asset neighbourhood

Healthcare Appraisers, Inc. ESOPHealthcare Appraisers, Inc. …$24MBrewer Science Employee Stock Ownership PlanBrewer Science Employee Stoc…$24MAzurite Professional Community Employee Stock Ownership PlanAzurite Professional Communi…$24MNational Distribution Service Employee Stock Ownership PlanNational Distribution Servic…$24MStress Engineering Services, Inc. Employee Stock Ownership PlanStress Engineering Services,…$24M
End-of-year total assets ($M) among Healthcare Appraisers, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$17M
Net Income-$38K
Employer EIN364343782
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcare Appraisers, Inc.)

Sponsor-wide plan assets over time

All Healthcare Appraisers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 88.17004671364865% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $35.9M $4.25M ▼ -88.2%
Year Plans Participants Total Assets
2022 2 153 $36M
2023 2 152 $38M
2024 1 76 $4M

Nearby ESOP Plans in Florida

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

Healthcare Appraisers, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Healthcare Appraisers, Inc. ESOP, Total assets ($B): 0.023545117 · Participants: 77Healthcare Appraisers, Inc. 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
Healthcare Appraisers, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants
Compare Healthcare Appraisers, Inc. ESOP side-by-side with 3 peers →

Healthcare Appraisers, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Brewer Science Employee Stock Ownership Plan in MO ($24M); by covered participants it is William Penn Bank Employee Stock Ownership Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Healthcare Appraisers, Inc. ESOP assets move in 2023? ▼
Healthcare Appraisers, Inc. ESOP edged down modestly - down 1.0% during 2023, from $24M to $24M. Reported net income was -$38K.
How have Healthcare Appraisers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthcare Appraisers, Inc.'s sponsor-wide assets declined 88.2%, from $36M to $4M.
Where does Healthcare Appraisers, Inc. ESOP rank by assets among Form 5500 filers? ▼
Healthcare Appraisers, Inc. ESOP 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 Healthcare Appraisers, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Brewer Science Employee Stock Ownership Plan in MO ($24M, 464 participants).
Which ESOP plans cover a similar participant headcount to Healthcare Appraisers, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is William Penn Bank Employee Stock Ownership Plan in PA (77 participants, $13M 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 364343782.

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.