ESOP · DOL Form 5500 · 2024

Winter Park National Bank ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
28
Participants Small participant base
48th
Percentile by assets National rank
$248,013
Avg per participant Above avg balance/head
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Official DOL plan name: Winter Park National Bank ESOP · Sponsored by Winter Park National Bank · Florida · Finance & Insurance

$7M in assets, 28 participants

Winter Park National Bank's Winter Park National Bank ESOP reported $7M in total assets and 28 participants in its 2024 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.

  • #2,823 in Finance & Insurance (8,549 peers)

Winter Park National Bank multi-year trail

Winter Park National Bank's plans moved +45.7% in assets from 2022 to 2024; this filing shows Winter Park National Bank ESOP at $7M / 28 participants.

#2,823
in Finance & Insurance (8,549 peers)
+29.0%
assets growth YoY

Winter Park National Bank ESOP's mid-pack asset rank among Finance & Insurance and all filers

Winter Park National Bank ESOP vs every filed plan by assets

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

$6,944,373 48th percentile higher than 48% 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

Winter Park National Bank ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winter Park National Bank ESOP is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winter Park National Bank ESOP reported net income rose from $619K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Winter Park National Bank ESOP end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Winter Park National Bank ESOP reported participants rose from 23 in the plan year 2023 filing to 28 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 821914784 · Winter Park National Bank PY 2024 · ESOP

Winter Park National Bank ESOP · $7M · 28 · 48th

  • BOY $7M
  • SCH 28
  • EBSA 48th
  • PART ESOP
  • TYPE near World Products Inc. Employee Stock Ownership Plan
  • NET ind #2823

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 →

Winter Park National Bank ESOP in the asset neighbourhood

Thompson & Litton, Inc. Employee Stock Ownership Plan and TrustThompson & Litton, Inc. Empl…$7MWinter Park National Bank ESOPWinter Park National Bank ES…$7MWorld Products Inc. Employee Stock Ownership PlanWorld Products Inc. Employee…$7MMid-South Lumber Company of Georgia, Inc. Employee Stock Ownership PlanMid-South Lumber Company of …$7MPatriot Framing Employee Stock Ownership PlanPatriot Framing Employee Sto…$7M
End-of-year total assets ($M) among Winter Park National Bank ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Winter Park National Bank multi-year asset trail

Sponsor-wide plan assets over time

All Winter Park National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.7366145255336% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.77M $6.94M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 21 $5M
2023 1 23 $5M
2024 1 28 $7M

Winter Park National Bank filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN821914784
Plan Effective Date2017-06-27
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Winter Park National Bank ESOP vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Winter Park National Bank ESOP, Total assets ($B): 0.006944373 · Participants: 28Winter Park National Bank ESOPPublix 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
Winter Park National Bank ESOP vs. nearby ESOP plans in Florida, assets vs. participants
Compare Winter Park National Bank ESOP side-by-side with 3 peers →

Winter Park National Bank ESOP's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is World Products Inc. Employee Stock Ownership Plan in CA ($7M); by covered participants it is Asu Group Employee Stock Ownership Plan in MI (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Winter Park National Bank ESOP assets move in 2024? ▼
Winter Park National Bank ESOP grew sharply - up 29.0% during 2024, from $5M to $7M. Reported net income was $2M.
How have Winter Park National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winter Park National Bank's sponsor-wide assets grew 45.7%, from $5M to $7M.
Which ESOP plans are similar in size to Winter Park National Bank ESOP? ▼
Among ESOP plans in other states, the closest by assets is World Products Inc. Employee Stock Ownership Plan in CA ($7M, 21 participants).
Which ESOP plans cover a similar participant headcount to Winter Park National Bank ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Asu Group Employee Stock Ownership Plan in MI (28 participants, $4M 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 821914784.

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.