ESOP · DOL Form 5500 · 2023

Ayoub & Associates, Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
32nd
Percentile by assets National rank
$117,875
Avg per participant Below avg balance/head
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Official DOL plan name: Ayoub & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Ayoub & Associates, Inc · Florida · Other Services

$2M in assets, 20 participants

Ayoub & Associates, Inc's Ayoub & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,467 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Ayoub & Associates, Inc. Employee Stock Ownership Plan ranks #4,467 of 7,857 2023 filers by assets (851% of the sector average)-$2M for 20 participants.

#4,467
in Other Services (7,857 peers)
+6.1%
assets growth YoY

Ayoub & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Ayoub & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,357,504 32nd percentile higher than 32% 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

Ayoub & Associates, 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. Ayoub & Associates, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ayoub & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $695K in the plan year 2022 filing to $138K in the plan year 2023 filing.
  • Ayoub & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 18 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Ayoub & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650168967 · Ayoub & Associates, Inc PY 2023 · ESOP

Ayoub & Associates, Inc. Employee Stock Ownership Plan · $2M · 20 · 32nd

  • EBSA $2M
  • PART 20
  • TYPE 32nd
  • NET ESOP
  • BOOK near Prost Builders Employee Stock Ownership Plan
  • VS-ST ind #4467

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 →

Ayoub & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ayoub & Associates, Inc. Employee Stock Ownership PlanAyoub & Associates, Inc. Emp…$2MProst Builders Employee Stock Ownership PlanProst Builders Employee Stoc…$2MRees Associates, Inc. Employee Stock Ownership PlanRees Associates, Inc. Employ…$2MKatz & Associates, Inc. Employee Stock Ownership PlanKatz & Associates, Inc. Empl…$2MThe Peoples Bank Employee Stock Ownership PlanThe Peoples Bank Employee St…$2M
End-of-year total assets ($M) among Ayoub & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$138K
Employer EIN650168967
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ayoub & Associates, Inc)

Sponsor-wide plan assets over time

All Ayoub & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.479065624072057% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.22M $2.1M ▼ -5.4%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 20 $2M
2024 1 22 $2M

Nearby ESOP Plans in Florida

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

Ayoub & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Ayoub & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002357504 · Participants: 20Ayoub & Associates, Inc. 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
Ayoub & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Ayoub & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ayoub & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Prost Builders Employee Stock Ownership Plan in MO ($2M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Ayoub & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ayoub & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.1% during 2023, from $2M to $2M. Reported net income was $138K.
How have Ayoub & Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ayoub & Associates, Inc's sponsor-wide assets declined 5.5%, from $2M to $2M.
Which ESOP plans are similar in size to Ayoub & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Prost Builders Employee Stock Ownership Plan in MO ($2M, 18 participants).
Which ESOP plans cover a similar participant headcount to Ayoub & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 650168967.

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.