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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2023→2024 release diff →

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. Employee Stock Ownership PlanApfg Administration, Inc. Em…$189KBender Medical Group, Inc. Employee Stock Ownership PlanBender Medical Group, Inc. E…$189KInternational Capital Holdings, Inc. Employee Stock PlanInternational Capital Holdin…$187KBerrett-Koehler Publishers, Inc. Employee Stock Ownership PlanBerrett-Koehler Publishers, …$191KPanhandle Implement Company, Inc. Employee Stock Ownership PlanPanhandle Implement Company,…$186K
End-of-year total assets ($M) among Apfg Administration, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.09M $0.19M ▲ +111.1%
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 EIN824703383
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Apfg Administration, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Apfg Administration, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000189084 · Participants: 40Apfg Administration, 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
Apfg Administration, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

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.

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 Apfg Administration, Inc. Employee Stock Ownership Plan assets move in 2024?
Apfg Administration, Inc. Employee Stock Ownership Plan surged - up 78.9% during 2024, from $106K to $189K. Reported net income was $83K.
How have Apfg Administration, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Apfg Administration, Inc.'s sponsor-wide assets grew 105.0%, from $92K to $189K.
Where does Apfg Administration, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Apfg Administration, Inc. Employee Stock Ownership Plan ranks in the 10th 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 Apfg Administration, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Bender Medical Group, Inc. Employee Stock Ownership Plan in CO ($189K, 47 participants).
Which ESOP plans cover a similar participant headcount to Apfg Administration, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants, $2M in assets).