ESOP · DOL Form 5500 · 2023

Sftf Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
89
Participants Small participant base
30th
Percentile by assets National rank
$22,299
Avg per participant Low balance/head
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Official DOL plan name: Sftf Employee Stock Ownership Plan · Sponsored by Sftf Holdings, Inc. · Florida · Retail Trade

$2M in assets, 89 participants

Sftf Holdings, Inc.'s Sftf Employee Stock Ownership Plan reported $2M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #3,571 in Retail Trade (8,414 peers)

What the 2023 filing shows

Sftf Employee Stock Ownership Plan holds $2M for 89 participants - about $22,299 per participant, in the lower half of filed plans by assets.

#3,571
in Retail Trade (8,414 peers)
+0.3%
assets growth YoY

Sftf Employee Stock Ownership Plan among the smaller filed plans by assets

Sftf Employee Stock Ownership Plan vs every filed plan by assets

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

$1,984,601 30th percentile higher than 30% 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

Sftf 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. Sftf Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sftf Employee Stock Ownership Plan reported net income fell from $22M in the plan year 2022 filing to $80K in the plan year 2023 filing.
  • Sftf Employee Stock Ownership Plan reported participants fell from 148 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205195936 · Sftf Holdings, Inc. PY 2023 · ESOP

Sftf Employee Stock Ownership Plan · $2M · 89 · 30th

  • EIN $2M
  • RANK 89
  • PHOTO 30th
  • IND ESOP
  • EOY near Automatic Pump & Equipment Company, Inc. Employee Stock Ownership Plan
  • 5500 ind #3571

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 →

Sftf Employee Stock Ownership Plan in the asset neighbourhood

Miller-Newell Engineers, Inc. Employee Stock Ownership PlanMiller-Newell Engineers, Inc…$2MHighlands Bankshares, Inc. Employee Stock Ownership PlanHighlands Bankshares, Inc. E…$2MSftf Employee Stock Ownership PlanSftf Employee Stock Ownershi…$2MAutomatic Pump & Equipment Company, Inc. Employee Stock Ownership PlanAutomatic Pump & Equipment C…$2MEmory P. Zimmer Insurance Agency, Inc. Employee Stock Ownership PlanEmory P. Zimmer Insurance Ag…$2M
End-of-year total assets ($M) among Sftf Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$80K
Employer EIN205195936
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sftf Holdings, Inc.)

Sponsor-wide plan assets over time

All Sftf Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.851318272415178% vs 2022
2024 filing year
$1.96M$1.98M$2M$2.02M$2.04M$2.06M 202220232024 $1.98M $2.04M ▲ +3.0%
Year Plans Participants Total Assets
2022 1 148 $2M
2023 1 89 $2M
2024 2 109 $2M

Nearby ESOP Plans in Florida

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

Sftf Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Sftf Employee Stock Ownership Plan, Total assets ($B): 0.001984601 · Participants: 89Sftf 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
Sftf Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Sftf Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Automatic Pump & Equipment Company, Inc. Employee Stock Ownership Plan in TX ($2M); by covered participants it is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Sftf Employee Stock Ownership Plan assets move in 2023? ▼
Sftf Employee Stock Ownership Plan held essentially flat - up 0.3% during 2023, from $2M to $2M. Reported net income was $80K.
How have Sftf Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sftf Holdings, Inc.'s sponsor-wide assets grew 2.9%, from $2M to $2M.
Which ESOP plans are similar in size to Sftf Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Automatic Pump & Equipment Company, Inc. Employee Stock Ownership Plan in TX ($2M, 10 participants).
Which ESOP plans cover a similar participant headcount to Sftf Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants, $84M 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 205195936.

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.