ESOP · DOL Form 5500 · 2024
Florida Mechanical Systems Inc ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $305,681
- Avg per participant High balance/head
Official DOL plan name: Florida Mechanical Systems Inc ESOP · Sponsored by Florida Mechanical Systems Inc · Florida · Real Estate
$9M in assets, 28 participants
Florida Mechanical Systems Inc's Florida Mechanical Systems Inc ESOP reported $9M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,256 in Real Estate (4,605 peers)
Florida Mechanical Systems Inc multi-year trail
Florida Mechanical Systems Inc's plans moved +29.2% in assets from 2022 to 2024; this filing shows Florida Mechanical Systems Inc ESOP at $9M / 28 participants.
- #3,256
- in Real Estate (4,605 peers)
- -2.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Florida Mechanical Systems Inc ESOP's mid-pack asset rank among Real Estate and all filers
Florida Mechanical Systems Inc ESOP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,559,057 Top 48% higher than 52% 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
Florida Mechanical Systems Inc 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. Florida Mechanical Systems Inc 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
- Florida Mechanical Systems Inc ESOP reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Florida Mechanical Systems Inc ESOP reported participants rose from 24 in the plan year 2023 filing to 28 in the plan year 2024 filing.
- Florida Mechanical Systems Inc ESOP end-of-year assets fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 591212797 · Florida Mechanical Systems Inc PY 2024 · ESOP
Florida Mechanical Systems Inc ESOP · $9M · 28 · 52nd
- SCH $9M
- SCH 28
- SCH 52nd
- SCH ESOP
- SCH near Pioneer General Contractors, Inc. Employee Stock Ownership Plan
- SCH ind #3256
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 →
Florida Mechanical Systems Inc ESOP in the asset neighbourhood
Florida Mechanical Systems Inc multi-year asset trail
Sponsor-wide plan assets over time
All Florida Mechanical Systems Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 29.203454459821753% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $7M |
| 2023 | 1 | 24 | $9M |
| 2024 | 1 | 28 | $9M |
Florida Mechanical Systems Inc filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 591212797 |
| Plan Effective Date | 1984-01-01 |
| 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
Florida Mechanical Systems Inc ESOP's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Pioneer General Contractors, Inc. Employee Stock Ownership Plan in TX ($9M); by covered participants it is Asu Group Employee Stock Ownership Plan in MI (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Pioneer General Contractors, Inc. Employee Stock Ownership Plan (TX) $9M · 25
- Gjo Holdings, Inc. Employee Stock Ownership Plan (KS) $9M · 23
- Citadel Environmental Services, Inc. Employee Stock Ownership Plan (CA) $9M · 85
- Paper Machinery Holding Corporation Employee Stock Ownership Plan (WI) $9M · 189
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.