ESOP · DOL Form 5500 · 2024
Ballycastle Holdings, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 279
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $11,505
- Avg per participant Low balance/head
Official DOL plan name: Seretta Construction Employee Stock Ownership Plan · Sponsored by Ballycastle Holdings, Inc. · Florida · Construction
$3M in assets, 279 participants
Ballycastle Holdings, Inc.'s Seretta Construction Employee Stock Ownership Plan reported $3M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #3,048 in Construction (9,039 peers)
Coverage in Florida
Seretta Construction Employee Stock Ownership Plan covers 279 participants in Florida, about 44% of the average Florida filer (state average ~628 per filing). Assets: $3M.
- #3,048
- in Construction (9,039 peers)
- +7.0%
- assets growth YoY
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Seretta Construction Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Seretta Construction Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,210,000 35th percentile higher than 35% 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
Seretta Construction Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seretta Construction Employee Stock Ownership Plan sits mid-pack in the medium band (279 participants).
EBSA filing schedule strip
Filing strip 815297274 · Ballycastle Holdings, Inc. PY 2024 · ESOP
Seretta Construction Employee Stock Ownership Plan · $3M · 279 · 35th
- PART $3M
- TYPE 279
- NET 35th
- BOOK ESOP
- VS-ST near Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan
- BOY ind #3048
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 →
Seretta Construction Employee Stock Ownership Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$27M |
| Net Income | -$30M |
| Employer EIN | 815297274 |
| Plan Effective Date | 2023-01-01 |
| 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
Seretta Construction Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan in HI ($3M); by covered participants it is St. John Holdings Employee Stock Ownership Plan and Trust in PA (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (279 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.