ESOP · DOL Form 5500 · 2024

Point-of-Care Partners, Inc. ESOP

Data updated 2026-08-25

$920K
Total assets Small plan by assets
24
Participants Small participant base
22nd
Percentile by assets National rank
$38,333
Avg per participant Low balance/head
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Official DOL plan name: Point-of-Care Partners, Inc. Employee Stock Ownership Plan · Sponsored by Point-of-Care Partners, Inc. · Florida · Management of Enterprises

$920K in assets, 24 participants

Point-of-Care Partners, Inc.'s Point-of-Care Partners, Inc. Employee Stock Ownership Plan reported $920K in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #176 in Management of Enterprises (1,133 peers)

Point-of-Care Partners, Inc. multi-year trail

Point-of-Care Partners, Inc.'s plans moved +150.7% in assets from 2023 to 2024; this filing shows Point-of-Care Partners, Inc. Employee Stock Ownership Plan at $920K / 24 participants.

#176
in Management of Enterprises (1,133 peers)
+150.7%
assets growth YoY

Point-of-Care Partners, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Point-of-Care Partners, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$920,000 22nd percentile higher than 22% 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

Point-of-Care Partners, 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. Point-of-Care Partners, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Point-of-Care Partners, Inc. Employee Stock Ownership Plan end-of-year assets rose from $367K in the plan year 2023 filing to $920K in the plan year 2024 filing.
  • Point-of-Care Partners, Inc. Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2023 filing to $837K in the plan year 2024 filing.
  • Point-of-Care Partners, Inc. Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 200477963 · Point-of-Care Partners, Inc. PY 2024 · ESOP

Point-of-Care Partners, Inc. Employee Stock Ownership Plan · $920K · 24 · 22nd

  • EOY $920K
  • EOY 24
  • EOY 22nd
  • EOY ESOP
  • EOY near Bay Ship & Yacht Co. Employee Stock Ownership Plan
  • EOY ind #176

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 →

Point-of-Care Partners, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Point-of-Care Partners, Inc. Employee Stock Ownership PlanPoint-of-Care Partners, Inc.…$920KBay Ship & Yacht Co. Employee Stock Ownership PlanBay Ship & Yacht Co. Employe…$920KHumanix Employee Stock Ownership PlanHumanix Employee Stock Owner…$920KVexillum Inc. Dba Ez Electric$920KTadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership PlanTadjer-Cohen-Edelson Associa…$920K
End-of-year total assets ($M) among Point-of-Care Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Point-of-Care Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Point-of-Care Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$920K 150.68119891008175% vs 2023
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 20232024 $0.37M $0.92M ▲ +148.6%
Year Plans Participants Total Assets
2023 1 29 $367K
2024 1 24 $920K

Point-of-Care Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$367K
Net Assets (End of Year)-$7M
Net Income$837K
Employer EIN200477963
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Point-of-Care Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Point-of-Care Partners, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00092 · Participants: 24Point-of-Care Partners, 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
Point-of-Care Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Point-of-Care Partners, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Point-of-Care Partners, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Bay Ship & Yacht Co. Employee Stock Ownership Plan in CA ($920K); by covered participants it is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Point-of-Care Partners, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Point-of-Care Partners, Inc. Employee Stock Ownership Plan surged - up 150.7% during 2024, from $367K to $920K. Reported net income was $837K.
How have Point-of-Care Partners, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Point-of-Care Partners, Inc.'s sponsor-wide assets grew 150.7%, from $367K to $920K.
Where does Point-of-Care Partners, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Point-of-Care Partners, Inc. Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Point-of-Care Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bay Ship & Yacht Co. Employee Stock Ownership Plan in CA ($920K, 250 participants).
Which ESOP plans cover a similar participant headcount to Point-of-Care Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants, N/A 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 200477963.

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.