ESOP · DOL Form 5500 · 2023

Holiday Builders, Inc. ESOP

Data updated 2026-08-25

$219M
Total assets Near avg plan size
199
Participants Below avg headcount
95th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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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.

  • #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.

#8,505
in Construction (9,030 peers)
+54.2%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$219,263,504 Top 5% higher than 95% 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

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holiday Builders, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

Filing strip 592326805 · Holiday Builders, Inc. PY 2023 · ESOP

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust · $219M · 199 · 95th

  • BOOK $219M
  • BOOK 199
  • BOOK 95th
  • BOOK ESOP
  • BOOK near Porterville Citrus, Inc. Employee Stock Ownership Plan
  • BOOK ind #8505

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 →

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Porterville Citrus, Inc. Employee Stock Ownership PlanPorterville Citrus, Inc. Emp…$220MHoliday Builders, Inc. Employee Stock Ownership Plan and TrustHoliday Builders, Inc. Emplo…$219MTaylor & Martin Enterprises, Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises,…$218MPace Supply Corporation Employee Stock Ownership PlanPace Supply Corporation Empl…$218MLitehouse, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Sto…$218M
End-of-year total assets ($M) among Holiday Builders, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$199M
Net Income$77M
Employer EIN592326805
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holiday Builders, Inc.)

Sponsor-wide plan assets over time

All Holiday Builders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$234M 60.58451433044394% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $146M $234M ▲ +60.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Holiday Builders, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.219263504 · Participants: 199Holiday Builders, Inc. Employee Stock Ownership Plan and TrustPublix 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
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Holiday Builders, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Porterville Citrus, Inc. Employee Stock Ownership Plan in CA ($220M); by covered participants it is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 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).
Which ESOP plans cover a similar participant headcount to Holiday Builders, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO (199 participants, $12M 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 592326805.

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.