ESOP · DOL Form 5500 · 2023
Austin Burke of Florida, Inc. ESOP
Data updated 2026-08-25
- $700K
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $38,889
- Avg per participant Low balance/head
Official DOL plan name: Austin Burke of Florida, Inc. Retirement Plan · Sponsored by Austin Burke of Florida, Inc. · Florida · Retail Trade
$700K in assets, 18 participants
Austin Burke of Florida, Inc.'s Austin Burke of Florida, Inc. Retirement Plan reported $700K in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,727 in Retail Trade (8,414 peers)
Austin Burke of Florida, Inc. multi-year trail
Austin Burke of Florida, Inc.'s plans moved -95.9% in assets from 2022 to 2024; this filing shows Austin Burke of Florida, Inc. Retirement Plan at $700K / 18 participants.
- #2,727
- in Retail Trade (8,414 peers)
- -61.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Austin Burke of Florida, Inc. Retirement Plan among the smaller filed plans by assets
Austin Burke of Florida, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$700,000 21st percentile higher than 21% 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
Austin Burke of Florida, Inc. Retirement 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. Austin Burke of Florida, Inc. Retirement Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Austin Burke of Florida, Inc. Retirement Plan reported net income fell from -$13K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Austin Burke of Florida, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $700K in the plan year 2023 filing.
- Austin Burke of Florida, Inc. Retirement Plan reported participants rose from 15 in the plan year 2022 filing to 18 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 591366571 · Austin Burke of Florida, Inc. PY 2023 · ESOP
Austin Burke of Florida, Inc. Retirement Plan · $700K · 18 · 21st
- EIN $700K
- RANK 18
- PHOTO 21st
- IND ESOP
- EOY near Rothschild North America Inc. Employee Stock Ownership Plan
- 5500 ind #2727
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 →
Austin Burke of Florida, Inc. Retirement Plan in the asset neighbourhood
Austin Burke of Florida, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Austin Burke of Florida, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $74K 95.90685461580985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $2M |
| 2023 | 1 | 18 | $700K |
| 2024 | 2 | 2 | $74K |
Austin Burke of Florida, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $700K |
| Net Income | -$1M |
| Employer EIN | 591366571 |
| Plan Effective Date | 1988-08-01 |
| 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
Austin Burke of Florida, Inc. Retirement Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Rothschild North America Inc. Employee Stock Ownership Plan in NY ($701K); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($700K here).
- Rothschild North America Inc. Employee Stock Ownership Plan (NY) $701K · 4
- Pro-Tec Design, Inc. Employee Stock Ownership Plan (MN) $697K · 42
- Shop-All, Incorporated Employee Stock Ownership Plan (CO) $697K · 36
- Environmental Health Sciences - Alaska, Inc. Employee Stock Ownership Plan (AK) $703K · 4
Similar participant headcount
Nearest other-state filings by covered participants (18 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.