ESOP · DOL Form 5500 · 2024

Sanibel Captiva Holdings, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
51
Participants Small participant base
50th
Percentile by assets National rank
$152,720
Avg per participant Above avg balance/head
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Official DOL plan name: Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Sanibel Captiva Holdings, Inc. · Florida · Finance & Insurance

$8M in assets, 51 participants

Sanibel Captiva Holdings, Inc.'s Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan reported $8M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,987 in Finance & Insurance (8,549 peers)

Sanibel Captiva Holdings, Inc. multi-year trail

Sanibel Captiva Holdings, Inc.'s plans moved +37.4% in assets from 2022 to 2024; this filing shows Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan at $8M / 51 participants.

#2,987
in Finance & Insurance (8,549 peers)
+20.5%
assets growth YoY

Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,788,698 Top 50% higher than 50% 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

Sanibel Captiva Holdings, 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. Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $792K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 44 in the plan year 2023 filing to 51 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 651046994 · Sanibel Captiva Holdings, Inc. PY 2024 · ESOP

Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan · $8M · 51 · 50th

  • NET $8M
  • NET 51
  • NET 50th
  • NET ESOP
  • NET near Monroe Rubber & Plastic, Inc. Employee Stock Ownership Plan
  • NET ind #2987

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 →

Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sanibel Captiva Holdings, Inc. Employee Stock Ownership PlanSanibel Captiva Holdings, In…$8MMonroe Rubber & Plastic, Inc. Employee Stock Ownership PlanMonroe Rubber & Plastic, Inc…$8MIbex Enterprises Employee Stock Ownership PlanIbex Enterprises Employee St…$8MHolston Glass Company, Inc. Employee Stock Ownership PlanHolston Glass Company, Inc. …$8MHatfield and Company, Inc. Employee Stock Ownership PlanHatfield and Company, Inc. E…$8M
End-of-year total assets ($M) among Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Sanibel Captiva Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sanibel Captiva Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.36157493823868% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.67M $7.79M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 44 $6M
2023 1 44 $6M
2024 1 51 $8M

Sanibel Captiva Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN651046994
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007788698 · Participants: 51Sanibel Captiva Holdings, 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
Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Monroe Rubber & Plastic, Inc. Employee Stock Ownership Plan in MI ($8M); by covered participants it is Campbell Company Employee Stock Ownership Plan & Trust in ID (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan grew sharply - up 20.5% during 2024, from $6M to $8M. Reported net income was $1M.
How have Sanibel Captiva Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sanibel Captiva Holdings, Inc.'s sponsor-wide assets grew 37.4%, from $6M to $8M.
Which ESOP plans are similar in size to Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Monroe Rubber & Plastic, Inc. Employee Stock Ownership Plan in MI ($8M, 15 participants).
Which ESOP plans cover a similar participant headcount to Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Campbell Company Employee Stock Ownership Plan & Trust in ID (51 participants, $10M 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 651046994.

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.