ESOP · DOL Form 5500 · 2024
Apfg Administration, Inc. ESOP
Data updated 2026-08-25
- $189K
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $4,727
- Avg per participant Low balance/head
Official DOL plan name: Apfg Administration, Inc. Employee Stock Ownership Plan · Sponsored by Apfg Administration, Inc. · Florida · Professional & Technical Services
$189K in assets, 40 participants
Apfg Administration, Inc.'s Apfg Administration, Inc. Employee Stock Ownership Plan reported $189K in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,628 in Professional & Technical Services (20,173 peers)
Apfg Administration, Inc. multi-year trail
Apfg Administration, Inc.'s plans moved +105.0% in assets from 2022 to 2024; this filing shows Apfg Administration, Inc. Employee Stock Ownership Plan at $189K / 40 participants.
- #1,628
- in Professional & Technical Services (20,173 peers)
- +78.9%
- assets growth YoY
Apfg Administration, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Apfg Administration, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$189,084 10th percentile higher than 10% 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
Apfg Administration, 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. Apfg Administration, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Apfg Administration, Inc. Employee Stock Ownership Plan reported net income rose from $13K in the plan year 2023 filing to $83K in the plan year 2024 filing.
- Apfg Administration, Inc. Employee Stock Ownership Plan end-of-year assets rose from $106K in the plan year 2023 filing to $189K in the plan year 2024 filing.
- Apfg Administration, Inc. Employee Stock Ownership Plan reported participants fell from 41 in the plan year 2023 filing to 40 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 824703383 · Apfg Administration, Inc. PY 2024 · ESOP
Apfg Administration, Inc. Employee Stock Ownership Plan · $189K · 40 · 10th
- SCH $189K
- EBSA 40
- PART 10th
- TYPE ESOP
- NET near Bender Medical Group, Inc. Employee Stock Ownership Plan
- BOOK ind #1628
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 →
Apfg Administration, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Apfg Administration, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Apfg Administration, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $189K 104.96910569105691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $92K |
| 2023 | 1 | 41 | $106K |
| 2024 | 1 | 40 | $189K |
Apfg Administration, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $106K |
|---|---|
| Net Assets (End of Year) | $189K |
| Net Income | $83K |
| Employer EIN | 824703383 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Apfg Administration, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Bender Medical Group, Inc. Employee Stock Ownership Plan in CO ($189K); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189K here).
- Bender Medical Group, Inc. Employee Stock Ownership Plan (CO) $189K · 47
- International Capital Holdings, Inc. Employee Stock Plan (CA) $187K · 14
- Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan (CA) $191K · 23
- Panhandle Implement Company, Inc. Employee Stock Ownership Plan (TX) $186K · 24
Similar participant headcount
Nearest other-state filings by covered participants (40 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.