ESOP · DOL Form 5500 · 2024

Frederick Derr & Company, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets: 101
Participants: 60th
Percentile by assets: $122,795
Avg per participant

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.

60th percentile by assets (of 123,622 plans)
#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.

$12M
total plan assets (2024 EOY): 101
covered participants: 60th
percentile by assets (of 123,622 plans): $122,795
avg assets per participant

Where Frederick Derr & Company, Inc. Employee Stock Ownership Plan sits by total assets

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

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 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 →

State

Florida

Industry

Construction

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Frederick Derr & Company, Inc. Employee Stock Ownership Plan reports 101 participants - about 16% of that state average ($12M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$9M
Net Income	$11M
Employer EIN	590915336
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Frederick Derr & Company, Inc. plans on file

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

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

Compare Frederick Derr & Company, Inc. Employee … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Frederick Derr & Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

Comgraphics, Inc. Employee Stock Ownership Plan (IL) $12M · 62
Mcconnell & Associates Employee Stock Ownership Plan (MO) $12M · 188
Mesa Verde Enterprises Holdings, Inc. ESOP (NM) $12M · 151
Hjd Capital Electric, Inc. Employee Stock Ownership Plan (TX) $12M · 139

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).

Next read for Frederick Derr & Company, Inc. Employee …

Filing takeaways

Ways to act on Frederick Derr & Company, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Frederick Derr & Company, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
Frederick Derr & Company, Inc.'s sponsor-wide assets have grown 582.7% since 2023 across 2 plan years on file. More Construction plans

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.