ESOP · DOL Form 5500 · 2023
Healthcare Appraisers, Inc. ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 77
- Participants
- 75th
- Percentile by assets
- $305,781
- Avg per participant
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.
- 75th percentile by assets (of 127,072 plans)
- #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.
- $24M
- total plan assets (2023 EOY)
- 77
- covered participants
- 75th
- percentile by assets (of 127,072 plans)
- $305,781
- avg assets per participant
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.
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.
Healthcare Appraisers, Inc. ESOP vs the 2023 asset distribution
By assets, Healthcare Appraisers, Inc. ESOP outranks 75% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$38K |
| Employer EIN | 364343782 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthcare Appraisers, Inc.)
| 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
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Healthcare Appraisers, Inc. ESOP by total assets, not by location.
Frequently Asked Questions
How did Healthcare Appraisers, Inc. ESOP assets move in 2023? ▼
How have Healthcare Appraisers, Inc. plan assets changed over time? ▼
Where does Healthcare Appraisers, Inc. ESOP rank by assets among Form 5500 filers? ▼
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Next read for Healthcare Appraisers, Inc. ESOP
Scale reading
Ways to act on Healthcare Appraisers, Inc. ESOP's numbers.
- By total assets, Healthcare Appraisers, Inc. ESOP ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Healthcare Appraisers, Inc.'s sponsor-wide assets have declined 88.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans