ESOP · DOL Form 5500 · 2023
Forcon Holding Company ESOP
Data updated 2026-08-25
- $404K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $67,357
- Avg per participant Below avg balance/head
Official DOL plan name: Forcon Holding Company Employee Stock Ownership Plan · Sponsored by Forcon Holding Company · Florida · Professional & Technical Services
$404K in assets, 6 participants
Forcon Holding Company's Forcon Holding Company Employee Stock Ownership Plan reported $404K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #2,481 in Professional & Technical Services (20,321 peers)
Forcon Holding Company multi-year trail
Forcon Holding Company's plans moved -23.7% in assets from 2022 to 2024; this filing shows Forcon Holding Company Employee Stock Ownership Plan at $404K / 6 participants.
- #2,481
- in Professional & Technical Services (20,321 peers)
- -8.2%
- assets change YoY
The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Forcon Holding Company Employee Stock Ownership Plan among the smaller filed plans by assets
Forcon Holding Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$404,141 16th percentile higher than 16% 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
Forcon Holding Company Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forcon Holding Company Employee Stock Ownership Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forcon Holding Company Employee Stock Ownership Plan reported participants fell from 9 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Forcon Holding Company Employee Stock Ownership Plan reported net income fell from -$32K in the plan year 2022 filing to -$36K in the plan year 2023 filing.
- Forcon Holding Company Employee Stock Ownership Plan end-of-year assets fell from $440K in the plan year 2022 filing to $404K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 593704471 · Forcon Holding Company PY 2023 · ESOP
Forcon Holding Company Employee Stock Ownership Plan · $404K · 6 · 16th
- EIN $404K
- EIN 6
- EIN 16th
- EIN ESOP
- EIN near Lieberman Holdings, Inc. Employee Stock Ownership Plan
- EIN ind #2481
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 →
Forcon Holding Company Employee Stock Ownership Plan in the asset neighbourhood
Forcon Holding Company multi-year asset trail
Sponsor-wide plan assets over time
All Forcon Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $336K 23.653746511649047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $440K |
| 2023 | 1 | 6 | $404K |
| 2024 | 1 | 6 | $336K |
Forcon Holding Company filing trail (2023)
| Total Assets (Beginning of Year) | $440K |
|---|---|
| Net Assets (End of Year) | $404K |
| Net Income | -$36K |
| Employer EIN | 593704471 |
| Plan Effective Date | 2005-01-01 |
| 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
Forcon Holding Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Lieberman Holdings, Inc. Employee Stock Ownership Plan in IN ($405K); by covered participants it is First Guaranty Bank Employee Stock Ownership Plan in LA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($404K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.