ESOP · DOL Form 5500 · 2024

Butters Holding Company ESOP

Data updated 2026-08-11

$41M
Total assets
44
Participants
82nd
Percentile by assets
$938,071
Avg per participant
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Official DOL plan name: Butters Holding Company Employee Stock Ownership Plan · Sponsored by Butters Holding Company · Florida · Construction

$41M in assets, 44 participants

Butters Holding Company's Butters Holding Company Employee Stock Ownership Plan reported $41M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #7,254 in Construction (9,039 peers)

Where Butters Holding Company Employee Stock Ownership Plan sits by assets

Butters Holding Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $41M for 44 participants (~$938,071/participant), down 10.0% in 2024.

$41M
total plan assets (2024 EOY)
44
covered participants
82nd
percentile by assets (of 123,622 plans)
$938,071
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Butters Holding Company Employee Stock Ownership Plan sits by total assets

Butters Holding Company Employee Stock Ownership Plan vs every filed plan by assets

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

$41,275,107 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Butters Holding Company Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Butters Holding Company Employee Stock Ownership Plan reported participants rose from 38 in the plan year 2023 filing to 44 in the plan year 2024 filing.
  • Butters Holding Company Employee Stock Ownership Plan end-of-year assets fell from $46M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Florida
Industry
Construction

Butters Holding Company Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Butters Holding Company Employee Stock Ownership Plan outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN823288894
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Butters Holding Company)

$30M$35M$40M$45M$50M 202220232024 $34M $41.3M ▲ +21.4%
Total plan assets by year, all Butters Holding Company plans on file
Year Plans Participants Total Assets
2022 1 38 $34M
2023 1 38 $46M
2024 1 44 $41M

Nearby ESOP Plans in Florida

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

Butters Holding Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Butters Holding Comp…, Total assets ($B): 0.041275107 · Participants: 44Butters Holding Comp…Publix Super Markets…, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets…Raymond James Financ…, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financ…Summit Companies Hol…, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Hol…Thirty Fifteen Emplo…, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Emplo…Western Global Airli…, Total assets ($B): 0.441212218 · Participants: 353Western Global Airli…
Butters Holding Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Butters Holding Company Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Butters Holding Company Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Butters Holding Company Employee Stock Ownership Plan assets move in 2024? ▼
Butters Holding Company Employee Stock Ownership Plan pulled back noticeably - down 10.0% during 2024, from $46M to $41M. Reported net income was -$3M.
How have Butters Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Butters Holding Company's sponsor-wide assets grew 21.4%, from $34M to $41M.
Where does Butters Holding Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Butters Holding Company Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Butters Holding Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ciranda, Inc. Employee Stock Ownership Plan and Trust in WI ($41M, 55 participants).

Next read for Butters Holding Company Employee Stock O…

Scale reading

Ways to act on Butters Holding Company Employee Stock Ownership Plan's numbers.

  • By total assets, Butters Holding Company Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
  • Butters Holding Company's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Construction plans

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 823288894.

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.