ESOP · DOL Form 5500 · 2024

S. Macdonald Holding Co., Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
73
Participants Small participant base
41st
Percentile by assets National rank
$65,449
Avg per participant Low balance/head
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Official DOL plan name: S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan · Sponsored by S. Macdonald Holding Co., Inc. · Florida · Administrative & Support Services

$5M in assets, 73 participants

S. Macdonald Holding Co., Inc.'s S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan reported $5M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,815 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan ranks #2,815 of 4,368 2024 filers by assets (604% of the sector average)-$5M for 73 participants.

#2,815
in Administrative & Support Services (4,368 peers)
-$10M
reported net income

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,777,773 41st percentile higher than 41% 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

S. Macdonald Holding Co., Inc. 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. S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 814615076 · S. Macdonald Holding Co., Inc. PY 2024 · ESOP

S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan · $5M · 73 · 41st

  • ASSETS $5M
  • ASSETS 73
  • ASSETS 41st
  • ASSETS ESOP
  • ASSETS near Eastridge Workforce Solutions Employee Stock Ownership Plan
  • ASSETS ind #2815

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 →

S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Social Policy Research Associates Inc Employee Stock Ownership PlanSocial Policy Research Assoc…$5MS. Macdonald Holding Co., Inc. Employee Stock Ownership PlanS. Macdonald Holding Co., In…$5MEastridge Workforce Solutions Employee Stock Ownership PlanEastridge Workforce Solution…$5MAdr & Associates Employee Stock Ownership PlanAdr & Associates Employee St…$5MImbert International Inc. Employee Stock Ownership PlanImbert International Inc. Em…$5M
End-of-year total assets ($M) among S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$10M
Net Income-$10M
Employer EIN814615076
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004777773 · Participants: 73S. Macdonald Holding Co., 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
S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Eastridge Workforce Solutions Employee Stock Ownership Plan in CA ($5M); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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

Which ESOP plans are similar in size to S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eastridge Workforce Solutions Employee Stock Ownership Plan in CA ($5M, 1,022 participants).
Which ESOP plans cover a similar participant headcount to S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (73 participants, $1M 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 814615076.

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.