ESOP · DOL Form 5500 · 2023
Ar Family Holdings, LLC ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $151,679
- Avg per participant Above avg balance/head
Official DOL plan name: Ar Family Holdings, LLC Employee Stock Ownership Plan · Sponsored by Ar Family Holdings, LLC · Florida · Real Estate
$11M in assets, 71 participants
Ar Family Holdings, LLC's Ar Family Holdings, LLC Employee Stock Ownership Plan reported $11M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #3,667 in Real Estate (4,727 peers)
Ar Family Holdings, LLC multi-year trail
Ar Family Holdings, LLC's plans moved +12.6% in assets from 2022 to 2024; this filing shows Ar Family Holdings, LLC Employee Stock Ownership Plan at $11M / 71 participants.
- #3,667
- in Real Estate (4,727 peers)
- +9.6%
- assets growth YoY
Ar Family Holdings, LLC Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers
Ar Family Holdings, LLC Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,769,200 Top 40% higher than 60% 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
Ar Family Holdings, LLC 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. Ar Family Holdings, LLC Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ar Family Holdings, LLC Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Ar Family Holdings, LLC Employee Stock Ownership Plan reported participants fell from 87 in the plan year 2022 filing to 71 in the plan year 2023 filing.
- Ar Family Holdings, LLC Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 384136463 · Ar Family Holdings, LLC PY 2023 · ESOP
Ar Family Holdings, LLC Employee Stock Ownership Plan · $11M · 71 · 60th
- EIN $11M
- EIN 71
- EIN 60th
- EIN ESOP
- EIN near Prairie Capital Holdings, Inc. Employee Stock Ownership Plan
- EIN ind #3667
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 →
Ar Family Holdings, LLC Employee Stock Ownership Plan in the asset neighbourhood
Ar Family Holdings, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Ar Family Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 12.599346810870207% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 87 | $10M |
| 2023 | 1 | 71 | $11M |
| 2024 | 1 | 72 | $11M |
Ar Family Holdings, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $22K |
| Net Income | $2M |
| Employer EIN | 384136463 |
| Plan Effective Date | 2022-01-01 |
| 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
Ar Family Holdings, LLC Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Prairie Capital Holdings, Inc. Employee Stock Ownership Plan in IL ($11M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Prairie Capital Holdings, Inc. Employee Stock Ownership Plan (IL) $11M · 69
- Maple Systems, Inc. Employee Stock Ownership Plan and Trust (WA) $11M · 40
- R. C. Fischer & Co. Employee Stock Ownership Plan (CA) $11M · 25
- Elmhurst Emergency Medical Services, Ltd Employee Stock Ownership Plan (IL) $11M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.
- E80 Holdings, Inc. Employee Stock Ownership Plan (WI) 71 · 0 off
- Dave Fox Remodeling, Inc. ESOP (OH) 71 · 0 off
- Pfs Corporation Employee Stock Ownership Plan (WI) 71 · 0 off
- Whitestone Associates, Inc. ESOP (NJ) 71 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.