ESOP · DOL Form 5500 · 2023
Water Medic of Cape Coral Inc. ESOP
Data updated 2026-08-25
- $903K
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $14,334
- Avg per participant Low balance/head
Official DOL plan name: Water Medic of Cape Coral Inc. Employee Stock Ownership Plan · Sponsored by Water Medic of Cape Coral Inc. · Florida · Other Services
$903K in assets, 63 participants
Water Medic of Cape Coral Inc.'s Water Medic of Cape Coral Inc. Employee Stock Ownership Plan reported $903K in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,673 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Water Medic of Cape Coral Inc. Employee Stock Ownership Plan ranks #3,673 of 7,857 2023 filers by assets (2223% of the sector average)-$903K for 63 participants.
- #3,673
- in Other Services (7,857 peers)
- $403K
- reported net income
Water Medic of Cape Coral Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Water Medic of Cape Coral Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$903,017 23rd percentile higher than 23% 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
Water Medic of Cape Coral Inc. 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. Water Medic of Cape Coral Inc. Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 650971491 · Water Medic of Cape Coral Inc. PY 2023 · ESOP
Water Medic of Cape Coral Inc. Employee Stock Ownership Plan · $903K · 63 · 23rd
- VS-ST $903K
- VS-ST 63
- VS-ST 23rd
- VS-ST ESOP
- VS-ST near Smith-Doyle Contractors, Inc. Employee Stock Ownership Plan
- VS-ST ind #3673
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 →
Water Medic of Cape Coral Inc. Employee Stock Ownership Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $403K |
| Net Income | $403K |
| Employer EIN | 650971491 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Water Medic of Cape Coral Inc.)
Sponsor-wide plan assets over time
All Water Medic of Cape Coral Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 13.451241781716181% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 63 | $903K |
| 2024 | 1 | 57 | $1M |
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
Water Medic of Cape Coral Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Smith-Doyle Contractors, Inc. Employee Stock Ownership Plan in TN ($904K); by covered participants it is The First National Bank Employee Stock Ownership Plan in IL (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($903K here).
- Smith-Doyle Contractors, Inc. Employee Stock Ownership Plan (TN) $904K · 20
- Roydan Enterprises Ltd. Employee Stock Ownership Plan (WI) $901K · 17
- Centric Construction Group Employee Stock Ownership Plan and Trust (MO) $900K · 138
- Mcinnis Brothers Construction, Inc. Employee Stock Ownership Plan (LA) $907K · 43
Similar participant headcount
Nearest other-state filings by covered participants (63 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.