ESOP · DOL Form 5500 · 2024

Sftf Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
55
Participants Small participant base
30th
Percentile by assets National rank
$37,013
Avg per participant Low balance/head
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Official DOL plan name: Sftf Employee Stock Ownership Plan · Sponsored by Sftf Holdings, Inc. · Florida · Retail Trade

$2M in assets, 55 participants

Sftf Holdings, Inc.'s Sftf Employee Stock Ownership Plan reported $2M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #3,388 in Retail Trade (8,048 peers)

What the 2024 filing shows

Sftf Employee Stock Ownership Plan holds $2M for 55 participants - about $37,013 per participant, in the lower half of filed plans by assets.

#3,388
in Retail Trade (8,048 peers)
+2.6%
assets growth YoY

Sftf Employee Stock Ownership Plan among the smaller filed plans by assets

Sftf Employee Stock Ownership Plan vs every filed plan by assets

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

$2,035,731 30th percentile higher than 30% 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

Sftf 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. Sftf Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sftf Employee Stock Ownership Plan reported participants fell from 89 in the plan year 2023 filing to 55 in the plan year 2024 filing.
  • Sftf Employee Stock Ownership Plan reported net income fell from $80K in the plan year 2023 filing to $56K in the plan year 2024 filing.
  • Sftf Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 205195936 · Sftf Holdings, Inc. PY 2024 · ESOP

Sftf Employee Stock Ownership Plan · $2M · 55 · 30th

  • PCT $2M
  • EIN 55
  • RANK 30th
  • PHOTO ESOP
  • IND near Tax Management Associates Employee Stock Ownership Plan
  • EOY ind #3388

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 →

Sftf Employee Stock Ownership Plan in the asset neighbourhood

Sftf Employee Stock Ownership PlanSftf Employee Stock Ownershi…$2MTax Management Associates Employee Stock Ownership PlanTax Management Associates Em…$2MDumarc Corporation Employee Stock Ownership PlanDumarc Corporation Employee …$2MStubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership PlanStubbe & Associates, Inc. 20…$2MThe Stephenson National Bank & Trust Employee Stock Ownership PlanThe Stephenson National Bank…$2M
End-of-year total assets ($M) among Sftf Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$56K
Employer EIN205195936
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sftf Holdings, Inc.)

Sponsor-wide plan assets over time

All Sftf Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.851318272415178% vs 2022
2024 filing year
$1.96M$1.98M$2M$2.02M$2.04M$2.06M 202220232024 $1.98M $2.04M ▲ +3.0%
Year Plans Participants Total Assets
2022 1 148 $2M
2023 1 89 $2M
2024 2 109 $2M

Nearby ESOP Plans in Florida

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

Sftf Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Sftf Employee Stock Ownership Plan, Total assets ($B): 0.002035731 · Participants: 55Sftf 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
Sftf Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Sftf Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Tax Management Associates Employee Stock Ownership Plan in NC ($2M); by covered participants it is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants). Same-state nearby plans are listed separately above.

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 Sftf Employee Stock Ownership Plan assets move in 2024? ▼
Sftf Employee Stock Ownership Plan edged up modestly - up 2.6% during 2024, from $2M to $2M. Reported net income was $56K.
How have Sftf Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sftf Holdings, Inc.'s sponsor-wide assets grew 2.9%, from $2M to $2M.
Which ESOP plans are similar in size to Sftf Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tax Management Associates Employee Stock Ownership Plan in NC ($2M, 77 participants).
Which ESOP plans cover a similar participant headcount to Sftf Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 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 205195936.

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.