ESOP · DOL Form 5500 · 2024

Butters Holding Company ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
44
Participants Small participant base
82nd
Percentile by assets National rank
$938,071
Avg per participant High balance/head
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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.

  • #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.

#7,254
in Construction (9,039 peers)
-10.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Butters Holding Company Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Butters Holding Company 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. Butters Holding Company Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 823288894 · Butters Holding Company PY 2024 · ESOP

Butters Holding Company Employee Stock Ownership Plan · $41M · 44 · 82nd

  • EIN $41M
  • EIN 44
  • EIN 82nd
  • EIN ESOP
  • EIN near Ciranda, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #7254

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 →

Butters Holding Company Employee Stock Ownership Plan in the asset neighbourhood

Qps Employee Stock Ownership PlanQps Employee Stock Ownership…$41MMounds East, Inc. Employee Stock Ownership PlanMounds East, Inc. Employee S…$41MNorman S. Wright Mechanical Equipment Corp Employee Stock Ownership PlanNorman S. Wright Mechanical …$41MButters Holding Company Employee Stock Ownership PlanButters Holding Company Empl…$41MCiranda, Inc. Employee Stock Ownership Plan and TrustCiranda, Inc. Employee Stock…$41M
End-of-year total assets ($M) among Butters Holding Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Butters Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$41M 21.388447908242043% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34M $41.3M ▲ +21.4%
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 ($B) Participants Butters Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.041275107 · Participants: 44Butters Holding Company 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
Butters Holding Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Butters Holding Company Employee Stock Ownership Plan side-by-side with 3 peers →

Butters Holding Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Ciranda, Inc. Employee Stock Ownership Plan and Trust in WI ($41M); by covered participants it is Dmb Corporation, Inc. ESOP in WI (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 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).
Which ESOP plans cover a similar participant headcount to Butters Holding Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dmb Corporation, Inc. ESOP in WI (44 participants, $5M 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 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.