ESOP · DOL Form 5500 · 2024

Frederick Derr & Company, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
101
Participants Small participant base
60th
Percentile by assets National rank
$122,795
Avg per participant Near avg balance/head
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Official DOL plan name: Frederick Derr & Company, Inc. Employee Stock Ownership Plan · Sponsored by Frederick Derr & Company, Inc. · Florida · Construction

$12M in assets, 101 participants

Frederick Derr & Company, Inc.'s Frederick Derr & Company, Inc. Employee Stock Ownership Plan reported $12M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,322 in Construction (9,039 peers)

Coverage in Florida

Frederick Derr & Company, Inc. Employee Stock Ownership Plan covers 101 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#5,322
in Construction (9,039 peers)
+582.7%
assets growth YoY

Frederick Derr & Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Frederick Derr & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,402,314 Top 40% higher than 60% 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

Frederick Derr & Company, Inc. 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. Frederick Derr & Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frederick Derr & Company, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Frederick Derr & Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Frederick Derr & Company, Inc. Employee Stock Ownership Plan reported participants fell from 105 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 590915336 · Frederick Derr & Company, Inc. PY 2024 · ESOP

Frederick Derr & Company, Inc. Employee Stock Ownership Plan · $12M · 101 · 60th

  • PCT $12M
  • EIN 101
  • RANK 60th
  • PHOTO ESOP
  • IND near Comgraphics, Inc. Employee Stock Ownership Plan
  • EOY ind #5322

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 →

Frederick Derr & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hjd Capital Electric, Inc. Employee Stock Ownership PlanHjd Capital Electric, Inc. E…$12MMcconnell & Associates Employee Stock Ownership PlanMcconnell & Associates Emplo…$12MFrederick Derr & Company, Inc. Employee Stock Ownership PlanFrederick Derr & Company, In…$12MComgraphics, Inc. Employee Stock Ownership PlanComgraphics, Inc. Employee S…$12MMesa Verde Enterprises Holdings, Inc. ESOPMesa Verde Enterprises Holdi…$12M
End-of-year total assets ($M) among Frederick Derr & Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$9M
Net Income$11M
Employer EIN590915336
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frederick Derr & Company, Inc.)

Sponsor-wide plan assets over time

All Frederick Derr & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 582.727250707922% vs 2023
2024 filing year
$0M$5M$10M$15M 20232024 $1.82M $12.4M ▲ +581.3%
Year Plans Participants Total Assets
2023 1 105 $2M
2024 1 101 $12M

Nearby ESOP Plans in Florida

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

Frederick Derr & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Frederick Derr & Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012402314 · Participants: 101Frederick Derr & Company, Inc. 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
Frederick Derr & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Frederick Derr & Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Frederick Derr & Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Comgraphics, Inc. Employee Stock Ownership Plan in IL ($12M); by covered participants it is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Frederick Derr & Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Frederick Derr & Company, Inc. Employee Stock Ownership Plan surged - up 582.7% during 2024, from $2M to $12M. Reported net income was $11M.
How have Frederick Derr & Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Frederick Derr & Company, Inc.'s sponsor-wide assets grew 582.7%, from $2M to $12M.
Which ESOP plans are similar in size to Frederick Derr & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Comgraphics, Inc. Employee Stock Ownership Plan in IL ($12M, 62 participants).
Which ESOP plans cover a similar participant headcount to Frederick Derr & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (101 participants, $20M 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 590915336.

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.