ESOP · DOL Form 5500 · 2023

Southern Fire Protection of Orlando, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
55
Participants Small participant base
58th
Percentile by assets National rank
$176,086
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan · Sponsored by Southern Fire Protection of Orlando, Inc. · Florida · Construction

$10M in assets, 55 participants

Southern Fire Protection of Orlando, Inc.'s Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan reported $10M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,085 in Construction (9,030 peers)

Southern Fire Protection of Orlando, Inc. multi-year trail

Southern Fire Protection of Orlando, Inc.'s plans moved +10.8% in assets from 2022 to 2024; this filing shows Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan at $10M / 55 participants.

#5,085
in Construction (9,030 peers)
+14.4%
assets growth YoY

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,684,741 Top 42% higher than 58% 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

Southern Fire Protection of Orlando, 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. Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan reported net income rose from $203K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan reported participants fell from 56 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592983932 · Southern Fire Protection of Orlando, Inc. PY 2023 · ESOP

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan · $10M · 55 · 58th

  • VS-ST $10M
  • VS-ST 55
  • VS-ST 58th
  • VS-ST ESOP
  • VS-ST near Rehabilitation Associates, Inc. Employee Stock Ownership Plan
  • VS-ST ind #5085

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 →

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Access Sciences Corporation Employee Stock Ownership PlanAccess Sciences Corporation …$10MWarren G. Bender Co. Employee Stock Ownership PlanWarren G. Bender Co. Employe…$10MSouthern Fire Protection of Orlando, Inc. Employee Stock Ownership PlanSouthern Fire Protection of …$10MRehabilitation Associates, Inc. Employee Stock Ownership PlanRehabilitation Associates, I…$10MAnchor Paper Company Employee Stock Ownership Plan & TrustAnchor Paper Company Employe…$10M
End-of-year total assets ($M) among Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Southern Fire Protection of Orlando, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Fire Protection of Orlando, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.807372093251265% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.47M $9.38M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 56 $8M
2023 1 55 $10M
2024 1 55 $9M

Southern Fire Protection of Orlando, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN592983932
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009684741 · Participants: 55Southern Fire Protection of Orlando, 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
Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Rehabilitation Associates, Inc. Employee Stock Ownership Plan in CT ($10M); by covered participants it is Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants). Same-state nearby plans are listed separately above.

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 Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan assets move in 2023?
Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.4% during 2023, from $8M to $10M. Reported net income was $1M.
How have Southern Fire Protection of Orlando, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Fire Protection of Orlando, Inc.'s sponsor-wide assets grew 10.8%, from $8M to $9M.
Which ESOP plans are similar in size to Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Rehabilitation Associates, Inc. Employee Stock Ownership Plan in CT ($10M, 240 participants).
Which ESOP plans cover a similar participant headcount to Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants, $15M in assets).