ESOP · DOL Form 5500 · 2023
Florida Mechanical Systems Inc ESOP
Data updated 2026-08-11
- $9M
- Total assets
- 24
- Participants
- 56th
- Percentile by assets
- $365,123
- Avg per participant
Official DOL plan name: Florida Mechanical Systems Inc ESOP · Sponsored by Florida Mechanical Systems Inc · Florida · Real Estate
$9M in assets, 24 participants
Florida Mechanical Systems Inc's Florida Mechanical Systems Inc ESOP reported $9M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- 56th percentile by assets (of 127,072 plans)
- #3,487 in Real Estate (4,727 peers)
Florida Mechanical Systems Inc multi-year trail
Florida Mechanical Systems Inc's plans moved +29.2% in assets from 2022 to 2024; this filing shows Florida Mechanical Systems Inc ESOP at $9M / 24 participants.
- $9M
- total plan assets (2023 EOY)
- 24
- covered participants
- 56th
- percentile by assets (of 127,072 plans)
- $365,123
- avg assets per participant
Where Florida Mechanical Systems Inc ESOP sits by total assets
Florida Mechanical Systems Inc ESOP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,762,949 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Florida Mechanical Systems Inc ESOP reported net income rose from $814K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Florida Mechanical Systems Inc ESOP reported participants rose from 18 in the plan year 2022 filing to 24 in the plan year 2023 filing.
- Florida Mechanical Systems Inc ESOP end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Florida Mechanical Systems Inc across 3 plan years on file
Across the 3 plan years Florida Mechanical Systems Inc has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $9M, a gain of 29.2%, while reported participants moved from 18 to 28 (+55.6%). Peak year by sponsor assets: 2023 ($9M); trough: 2022 ($7M).
Florida Mechanical Systems Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $7M |
| 2023 | 1 | 24 | $9M |
| 2024 | 1 | 28 | $9M |
Florida Mechanical Systems Inc filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 591212797 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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 Florida Mechanical Systems Inc ESOP by total assets, not by location.
Frequently Asked Questions
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Next read for Florida Mechanical Systems Inc ESOP
Multi-year trail
Ways to act on Florida Mechanical Systems Inc ESOP's numbers.
- By total assets, Florida Mechanical Systems Inc ESOP ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Florida Mechanical Systems Inc's sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Real Estate plans