ESOP · DOL Form 5500 · 2024

Ar Family Holdings, LLC ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
72
Participants Small participant base
58th
Percentile by assets National rank
$153,709
Avg per participant Above avg balance/head
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Official DOL plan name: Ar Family Holdings, LLC Employee Stock Ownership Plan · Sponsored by Ar Family Holdings, LLC · Florida · Real Estate

$11M in assets, 72 participants

Ar Family Holdings, LLC's Ar Family Holdings, LLC Employee Stock Ownership Plan reported $11M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,464 in Real Estate (4,605 peers)

Ar Family Holdings, LLC multi-year trail

Ar Family Holdings, LLC's plans moved +12.6% in assets from 2022 to 2024; this filing shows Ar Family Holdings, LLC Employee Stock Ownership Plan at $11M / 72 participants.

#3,464
in Real Estate (4,605 peers)
+2.8%
assets growth YoY

Ar Family Holdings, LLC Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Ar Family Holdings, LLC Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,067,052 Top 42% higher than 58% of 123,620 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 2024

Ar Family Holdings, LLC Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ar Family Holdings, LLC Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ar Family Holdings, LLC Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $743K in the plan year 2024 filing.
  • Ar Family Holdings, LLC Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Ar Family Holdings, LLC Employee Stock Ownership Plan reported participants rose from 71 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 384136463 · Ar Family Holdings, LLC PY 2024 · ESOP

Ar Family Holdings, LLC Employee Stock Ownership Plan · $11M · 72 · 58th

  • BOY $11M
  • SCH 72
  • EBSA 58th
  • PART ESOP
  • TYPE near D/T Carson Enterprises Employee Stock Ownership Plan
  • NET ind #3464

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 →

Ar Family Holdings, LLC Employee Stock Ownership Plan in the asset neighbourhood

Ar Family Holdings, LLC Employee Stock Ownership PlanAr Family Holdings, LLC Empl…$11MD/T Carson Enterprises Employee Stock Ownership PlanD/T Carson Enterprises Emplo…$11MA M King Construction Company ESOPA M King Construction Compan…$11MThe Alloy Engineering Company Employee Stock Ownership PlanThe Alloy Engineering Compan…$11MR. C. Fischer & Co. Employee Stock Ownership PlanR. C. Fischer & Co. Employee…$11M
End-of-year total assets ($M) among Ar Family Holdings, LLC Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ar Family Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ar Family Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 12.599346810870207% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.83M $11.1M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 87 $10M
2023 1 71 $11M
2024 1 72 $11M

Ar Family Holdings, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$765K
Net Income$743K
Employer EIN384136463
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Ar Family Holdings, LLC Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Ar Family Holdings, LLC Employee Stock Ownership Plan, Total assets ($B): 0.011067052 · Participants: 72Ar Family Holdings, LLC Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Ar Family Holdings, LLC Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Ar Family Holdings, LLC Employee Stock Ownership Plan side-by-side with 3 peers →

Ar Family Holdings, LLC Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is D/T Carson Enterprises Employee Stock Ownership Plan in CA ($11M); by covered participants it is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ar Family Holdings, LLC Employee Stock Ownership Plan assets move in 2024? ▼
Ar Family Holdings, LLC Employee Stock Ownership Plan edged up modestly - up 2.8% during 2024, from $11M to $11M. Reported net income was $743K.
How have Ar Family Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ar Family Holdings, LLC's sponsor-wide assets grew 12.6%, from $10M to $11M.
Which ESOP plans are similar in size to Ar Family Holdings, LLC Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is D/T Carson Enterprises Employee Stock Ownership Plan in CA ($11M, 439 participants).
Which ESOP plans cover a similar participant headcount to Ar Family Holdings, LLC Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 384136463.

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.