ESOP · DOL Form 5500 · 2023

Butters Holding Company ESOP

Data updated 2026-08-25

$46M
Total assets Below avg plan size
38
Participants Small participant base
85th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Butters Holding Company Employee Stock Ownership Plan · Sponsored by Butters Holding Company · Florida · Construction

$46M in assets, 38 participants

Butters Holding Company's Butters Holding Company Employee Stock Ownership Plan reported $46M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,448 in Construction (9,030 peers)

Where Butters Holding Company Employee Stock Ownership Plan sits by assets

Butters Holding Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $46M for 38 participants (~$1.2M/participant), up 34.9% in 2023.

#7,448
in Construction (9,030 peers)
+34.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Butters Holding Company Employee Stock Ownership Plan's outsized position by total assets

Butters Holding Company Employee Stock Ownership Plan vs every filed plan by assets

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

$45,861,500 Top 15% higher than 85% 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

Butters Holding Company 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. Butters Holding Company Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Butters Holding Company Employee Stock Ownership Plan end-of-year assets rose from $34M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Butters Holding Company Employee Stock Ownership Plan reported net income rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823288894 · Butters Holding Company PY 2023 · ESOP

Butters Holding Company Employee Stock Ownership Plan · $46M · 38 · 85th

  • EBSA $46M
  • PART 38
  • TYPE 85th
  • NET ESOP
  • BOOK near Rei Systems, Inc. Employee Stock Ownership Plan
  • VS-ST ind #7448

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 →

Butters Holding Company Employee Stock Ownership Plan in the asset neighbourhood

Hanson Group, Inc. Employee Stock Ownership TrustHanson Group, Inc. Employee …$46MRei Systems, Inc. Employee Stock Ownership PlanRei Systems, Inc. Employee S…$46MButters Holding Company Employee Stock Ownership PlanButters Holding Company Empl…$46MDiscount Drug Mart, Inc. Employee Stock Ownership PlanDiscount Drug Mart, Inc. Emp…$46MTgc Employee Stock Ownership PlanTgc Employee Stock Ownership…$46M
End-of-year total assets ($M) among Butters Holding Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$11M
Net Income$13M
Employer EIN823288894
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Butters Holding Company)

Sponsor-wide plan assets over time

All Butters Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$41M 21.388447908242043% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34M $41.3M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 38 $34M
2023 1 38 $46M
2024 1 44 $41M

Nearby ESOP Plans in Florida

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

Butters Holding Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Butters Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.0458615 · Participants: 38Butters Holding Company 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
Butters Holding Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Butters Holding Company Employee Stock Ownership Plan side-by-side with 3 peers →

Butters Holding Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Rei Systems, Inc. Employee Stock Ownership Plan in VA ($46M); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Butters Holding Company Employee Stock Ownership Plan assets move in 2023? ▼
Butters Holding Company Employee Stock Ownership Plan surged - up 34.9% during 2023, from $34M to $46M. Reported net income was $13M.
How have Butters Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Butters Holding Company's sponsor-wide assets grew 21.4%, from $34M to $41M.
Where does Butters Holding Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Butters Holding Company Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Butters Holding Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rei Systems, Inc. Employee Stock Ownership Plan in VA ($46M, 741 participants).
Which ESOP plans cover a similar participant headcount to Butters Holding Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants, N/A 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 823288894.

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.