ESOP · DOL Form 5500 · 2023

Point-of-Care Partners, Inc. ESOP

Data updated 2026-08-25

$367K
Total assets Small plan by assets
29
Participants Small participant base
15th
Percentile by assets National rank
$12,655
Avg per participant Low balance/head
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Official DOL plan name: Point-of-Care Partners, Inc. Employee Stock Ownership Plan · Sponsored by Point-of-Care Partners, Inc. · Florida · Management of Enterprises

$367K in assets, 29 participants

Point-of-Care Partners, Inc.'s Point-of-Care Partners, Inc. Employee Stock Ownership Plan reported $367K in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #98 in Management of Enterprises (1,137 peers)

Point-of-Care Partners, Inc. multi-year trail

Point-of-Care Partners, Inc.'s plans moved +150.7% in assets from 2023 to 2024; this filing shows Point-of-Care Partners, Inc. Employee Stock Ownership Plan at $367K / 29 participants.

#98
in Management of Enterprises (1,137 peers)
-$8M
reported net income

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Point-of-Care Partners, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Point-of-Care Partners, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$367,000 15th percentile higher than 15% 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

Point-of-Care Partners, Inc. 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. Point-of-Care Partners, Inc. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

DOL schedule card

Filing strip 200477963 · Point-of-Care Partners, Inc. PY 2023 · ESOP

Point-of-Care Partners, Inc. Employee Stock Ownership Plan · $367K · 29 · 15th

  • RANK $367K
  • PHOTO 29
  • IND 15th
  • EOY ESOP
  • 5500 near Dexter Research Center Inc Employee Stock Ownership Plan
  • ASSETS ind #98

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 →

Point-of-Care Partners, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Point-of-Care Partners, Inc. Employee Stock Ownership PlanPoint-of-Care Partners, Inc.…$367KDexter Research Center Inc Employee Stock Ownership PlanDexter Research Center Inc E…$369KThea Holdings Employee Stock Ownership PlanThea Holdings Employee Stock…$369KHeavy Construction Systems Specialists,Inc. Employee Stock Ownership PlanHeavy Construction Systems S…$369KWidmer Engineering, Inc. Employee Stock Ownership PlanWidmer Engineering, Inc. Emp…$370K
End-of-year total assets ($M) among Point-of-Care Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Point-of-Care Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Point-of-Care Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$920K 150.68119891008175% vs 2023
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 20232024 $0.37M $0.92M ▲ +148.6%
Year Plans Participants Total Assets
2023 1 29 $367K
2024 1 24 $920K

Point-of-Care Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$8M
Net Income-$8M
Employer EIN200477963
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Point-of-Care Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Point-of-Care Partners, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000367 · Participants: 29Point-of-Care Partners, Inc. 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
Point-of-Care Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Point-of-Care Partners, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Point-of-Care Partners, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Dexter Research Center Inc Employee Stock Ownership Plan in MI ($369K); by covered participants it is Rsr Partners Inc ESOP in CT (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 have Point-of-Care Partners, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Point-of-Care Partners, Inc.'s sponsor-wide assets grew 150.7%, from $367K to $920K.
Where does Point-of-Care Partners, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Point-of-Care Partners, Inc. Employee Stock Ownership Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Point-of-Care Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dexter Research Center Inc Employee Stock Ownership Plan in MI ($369K, 43 participants).
Which ESOP plans cover a similar participant headcount to Point-of-Care Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rsr Partners Inc ESOP in CT (29 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 200477963.

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.