ESOP · DOL Form 5500 · 2023

James Doyle & Associates, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
10
Participants Small participant base
48th
Percentile by assets National rank
$614,608
Avg per participant High balance/head
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Official DOL plan name: The Doyle & Associates Employee Stock Ownership Plan · Sponsored by James Doyle & Associates, Inc. · Florida · Professional & Technical Services

$6M in assets, 10 participants

James Doyle & Associates, Inc.'s The Doyle & Associates Employee Stock Ownership Plan reported $6M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,476 in Professional & Technical Services (20,321 peers)

2023 asset change

The Doyle & Associates Employee Stock Ownership Plan grew at a solid clip 9.9% in 2023 ($6M → $6M) for 10 participants.

#9,476
in Professional & Technical Services (20,321 peers)
+9.9%
assets growth YoY

The Doyle & Associates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Doyle & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$6,146,083 48th percentile higher than 48% 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

The Doyle & Associates Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Doyle & Associates Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Doyle & Associates Employee Stock Ownership Plan reported net income rose from -$450K in the plan year 2022 filing to $554K in the plan year 2023 filing.
  • The Doyle & Associates Employee Stock Ownership Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • The Doyle & Associates Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650805590 · James Doyle & Associates, Inc. PY 2023 · ESOP

The Doyle & Associates Employee Stock Ownership Plan · $6M · 10 · 48th

  • BOOK $6M
  • BOOK 10
  • BOOK 48th
  • BOOK ESOP
  • BOOK near Safe Boats International Employee Stock Plan & Trust
  • BOOK ind #9476

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 →

The Doyle & Associates Employee Stock Ownership Plan in the asset neighbourhood

Aj Asphalt Employee Stock Ownership PlanAj Asphalt Employee Stock Ow…$6MThe Doyle & Associates Employee Stock Ownership PlanThe Doyle & Associates Emplo…$6MSafe Boats International Employee Stock Plan & TrustSafe Boats International Emp…$6MMarshall Industries, Inc. Employee Stock Ownership PlanMarshall Industries, Inc. Em…$6MAmerican Light Company Employees Stock Ownership PlanAmerican Light Company Emplo…$6M
End-of-year total assets ($M) among The Doyle & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

James Doyle & Associates, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All James Doyle & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.58938996804873% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $5.59M $5.79M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 9 $6M
2023 1 10 $6M
2024 1 9 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$554K
Employer EIN650805590
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

The Doyle & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants The Doyle & Associates Employee Stock Ownership Plan, Total assets ($B): 0.006146083 · Participants: 10The Doyle & Associates 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
The Doyle & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare The Doyle & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

The Doyle & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Safe Boats International Employee Stock Plan & Trust in WA ($6M); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 The Doyle & Associates Employee Stock Ownership Plan assets move in 2023? ▼
The Doyle & Associates Employee Stock Ownership Plan grew at a solid clip - up 9.9% during 2023, from $6M to $6M. Reported net income was $554K.
How have James Doyle & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Doyle & Associates, Inc.'s sponsor-wide assets grew 3.6%, from $6M to $6M.
Which ESOP plans are similar in size to The Doyle & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Safe Boats International Employee Stock Plan & Trust in WA ($6M, 222 participants).
Which ESOP plans cover a similar participant headcount to The Doyle & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mantech International Corporation Employee Stock Ownership Plan in VA (10 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 650805590.

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.