ESOP · DOL Form 5500 · 2023

Frederick Derr & Company, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
105
Participants Small participant base
29th
Percentile by assets National rank
$17,301
Avg per participant Low balance/head
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Official DOL plan name: Frederick Derr & Company, Inc. Employee Stock Ownership Plan · Sponsored by Frederick Derr & Company, Inc. · Florida · Construction

$2M in assets, 105 participants

Frederick Derr & Company, Inc.'s Frederick Derr & Company, Inc. Employee Stock Ownership Plan reported $2M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,444 in Construction (9,030 peers)

Coverage in Florida

Frederick Derr & Company, Inc. Employee Stock Ownership Plan covers 105 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#2,444
in Construction (9,030 peers)
-$2M
reported net income

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Frederick Derr & Company, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Frederick Derr & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,816,584 29th percentile higher than 29% 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

Frederick Derr & Company, Inc. Employee Stock Ownership Plan 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. Frederick Derr & Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (105 participants).

Form 5500 schedule snapshot

Filing strip 590915336 · Frederick Derr & Company, Inc. PY 2023 · ESOP

Frederick Derr & Company, Inc. Employee Stock Ownership Plan · $2M · 105 · 29th

  • PCT $2M
  • EIN 105
  • RANK 29th
  • PHOTO ESOP
  • IND near Condor Earth Technologies, Inc. Employee Stock Ownership Plan
  • EOY ind #2444

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 →

Frederick Derr & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Frederick Derr & Company, Inc. Employee Stock Ownership PlanFrederick Derr & Company, In…$2MCondor Earth Technologies, Inc. Employee Stock Ownership PlanCondor Earth Technologies, I…$2MLawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership PlanLawrence W. Rosine Co. Profi…$2MPeople's Bank of Commerce Employee Stock Ownership PlanPeople's Bank of Commerce Em…$2MBedford Road Pharmacy, Inc. ESOP PlanBedford Road Pharmacy, Inc. …$2M
End-of-year total assets ($M) among Frederick Derr & Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$2M
Net Income-$2M
Employer EIN590915336
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frederick Derr & Company, Inc.)

Sponsor-wide plan assets over time

All Frederick Derr & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 582.727250707922% vs 2023
2024 filing year
$0M$5M$10M$15M 20232024 $1.82M $12.4M ▲ +581.3%
Year Plans Participants Total Assets
2023 1 105 $2M
2024 1 101 $12M

Nearby ESOP Plans in Florida

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

Frederick Derr & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Frederick Derr & Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001816584 · Participants: 105Frederick Derr & Company, 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
Frederick Derr & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Frederick Derr & Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Frederick Derr & Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Condor Earth Technologies, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Ecm Holding Group, Inc. Employee Stock Ownership Plan in WI (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 have Frederick Derr & Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Frederick Derr & Company, Inc.'s sponsor-wide assets grew 582.7%, from $2M to $12M.
Which ESOP plans are similar in size to Frederick Derr & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Condor Earth Technologies, Inc. Employee Stock Ownership Plan in CA ($2M, 34 participants).
Which ESOP plans cover a similar participant headcount to Frederick Derr & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ecm Holding Group, Inc. Employee Stock Ownership Plan in WI (105 participants, $7M 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 590915336.

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.