ESOP · DOL Form 5500 · 2024
Healthcare Appraisers, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $55,903
- Avg per participant Low balance/head
Official DOL plan name: Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP) · Sponsored by Healthcare Appraisers, Inc. · Florida · Professional & Technical Services
$4M in assets, 76 participants
Healthcare Appraisers, Inc.'s Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP) reported $4M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #7,353 in Professional & Technical Services (20,173 peers)
Healthcare Appraisers, Inc. multi-year trail
Healthcare Appraisers, Inc.'s plans moved -88.2% in assets from 2022 to 2024; this filing shows Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP) at $4M / 76 participants.
- #7,353
- in Professional & Technical Services (20,173 peers)
- -82.0%
- assets change YoY
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP)'s mid-pack asset rank among Professional & Technical Services and all filers
Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,248,650 39th percentile higher than 39% 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
Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, 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. Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP) is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP) reported net income fell from -$38K in the plan year 2023 filing to -$13M in the plan year 2024 filing.
- Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP) end-of-year assets fell from $24M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP) reported participants fell from 77 in the plan year 2023 filing to 76 in the plan year 2024 filing.
DOL schedule card
Filing strip 364343782 · Healthcare Appraisers, Inc. PY 2024 · ESOP
Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP) · $4M · 76 · 39th
- 5500 $4M
- ASSETS 76
- PCT 39th
- EIN ESOP
- RANK near Farmrail System, Inc Employee Stock Ownership Plan
- PHOTO ind #7353
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 →
Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP) in the asset neighbourhood
Healthcare Appraisers, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Healthcare Appraisers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 88.17004671364865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 153 | $36M |
| 2023 | 2 | 152 | $38M |
| 2024 | 1 | 76 | $4M |
Healthcare Appraisers, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$13M |
| Employer EIN | 364343782 |
| Plan Effective Date | 2014-01-01 |
| 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
Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.a. Healthcare Appraisers, Inc. ESOP)'s out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Farmrail System, Inc Employee Stock Ownership Plan in OK ($4M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (76 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.