ESOP · DOL Form 5500 · 2024
Bfz Holdings Group Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 32nd
- Percentile by assets National rank
Official DOL plan name: Marc USA, Inc. Employee Stock Ownership Plan · Sponsored by Bfz Holdings Group Inc. · Florida · Professional & Technical Services
$3M in assets, N/A participants
Bfz Holdings Group Inc.'s Marc USA, Inc. Employee Stock Ownership Plan reported $3M in total assets and N/A participants in its 2024 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.
- #5,728 in Professional & Technical Services (20,173 peers)
Bfz Holdings Group Inc. multi-year trail
Bfz Holdings Group Inc.'s plans moved -28.9% in assets from 2022 to 2024; this filing shows Marc USA, Inc. Employee Stock Ownership Plan at $3M / N/A participants.
- #5,728
- in Professional & Technical Services (20,173 peers)
- +13.4%
- assets growth YoY
The plan reported a net loss of $378K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marc USA, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Marc USA, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,557,915 32nd percentile higher than 32% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marc USA, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to -$378K in the plan year 2024 filing.
- Marc USA, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 522047540 · Bfz Holdings Group Inc. PY 2024 · ESOP
Marc USA, Inc. Employee Stock Ownership Plan · $3M · N/A · 32nd
- PCT $3M
- EIN N/A
- RANK 32nd
- PHOTO ESOP
- IND near Kci Enterprises, Inc Employee Stock Ownership Plan
- EOY ind #5728
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 →
Marc USA, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Bfz Holdings Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bfz Holdings Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 28.94939100827164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $4M |
| 2023 | 1 | N/A | $2M |
| 2024 | 1 | N/A | $3M |
Bfz Holdings Group Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$378K |
| Employer EIN | 522047540 |
| Plan Effective Date | 1983-02-01 |
| 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 $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Marc USA, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside Florida, the nearest ESOP by end-of-year assets is Kci Enterprises, Inc Employee Stock Ownership Plan in WV at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.