ESOP · DOL Form 5500 · 2023

Holiday Builders, Inc. ESOP

Data updated 2026-08-11

$219M
Total assets: 199
Participants: 95th
Percentile by assets: $1.1M
Avg per participant

Official DOL plan name: Holiday Builders, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Holiday Builders, Inc. · Florida · Construction

$219M in assets, 199 participants

Holiday Builders, Inc.'s Holiday Builders, Inc. Employee Stock Ownership Plan and Trust reported $219M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,505 in Construction (9,030 peers)

Coverage in Florida

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust covers 199 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $219M.

$219M
total plan assets (2023 EOY): 199
covered participants: 95th
percentile by assets (of 127,072 plans): $1.1M
avg assets per participant

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $17M in the plan year 2022 filing to $77M in the plan year 2023 filing.
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $142M in the plan year 2022 filing to $219M in the plan year 2023 filing.
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 185 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Construction

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Holiday Builders, Inc. Employee Stock Ownership Plan and Trust reports 199 participants - about 32% of that state average ($219M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$142M
Net Assets (End of Year)	$199M
Net Income	$77M
Employer EIN	592326805
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Holiday Builders, Inc.)

Total plan assets by year, all Holiday Builders, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	421	$146M
2023	2	434	$224M
2024	2	382	$234M

Nearby ESOP Plans in Florida

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

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants

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

Compare Holiday Builders, Inc. Employee Stock Ow… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Holiday Builders, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Porterville Citrus, Inc. Employee Stock Ownership Plan (CA) $220M · 379
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan (NE) $218M · 65
Pace Supply Corporation Employee Stock Ownership Plan (CA) $218M · 1,148
Litehouse, Inc. Employee Stock Ownership Plan (ID) $218M · 1,130

Frequently Asked Questions

How did Holiday Builders, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust surged - up 54.2% during 2023, from $142M to $219M. Reported net income was $77M.

How have Holiday Builders, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Holiday Builders, Inc.'s sponsor-wide assets grew 60.6%, from $146M to $234M.

Where does Holiday Builders, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Holiday Builders, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Porterville Citrus, Inc. Employee Stock Ownership Plan in CA ($220M, 379 participants).

Next read for Holiday Builders, Inc. Employee Stock Ow…

Filing takeaways

Ways to act on Holiday Builders, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Holiday Builders, Inc. Employee Stock Ownership Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
Holiday Builders, Inc.'s sponsor-wide assets have grown 60.6% since 2022 across 3 plan years on file. More Construction plans

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 592326805.