ESOP · DOL Form 5500 · 2024

Holiday Builders, Inc. ESOP

Data updated 2026-08-25

$229M
Total assets Near avg plan size
176
Participants Small participant base
95th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holiday Builders, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Holiday Builders, Inc. · Florida · Construction

$229M in assets, 176 participants

Holiday Builders, Inc.'s Holiday Builders, Inc. Employee Stock Ownership Plan and Trust reported $229M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,499 in Construction (9,039 peers)

Coverage in Florida

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust covers 176 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $229M.

#8,499
in Construction (9,039 peers)
+4.4%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$228,952,164 Top 5% higher than 95% 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

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holiday Builders, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holiday Builders, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $77M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Holiday Builders, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 199 in the plan year 2023 filing to 176 in the plan year 2024 filing.
  • Holiday Builders, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $219M in the plan year 2023 filing to $229M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 592326805 · Holiday Builders, Inc. PY 2024 · ESOP

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust · $229M · 176 · 95th

  • EOY $229M
  • EOY 176
  • EOY 95th
  • EOY ESOP
  • EOY near Gridiron Employee Stock Ownership Plan
  • EOY ind #8499

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 →

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Lane Enterprises Holdings, Inc. Employee Stock Ownership PlanLane Enterprises Holdings, I…$230MGridiron Employee Stock Ownership PlanGridiron Employee Stock Owne…$229MHoliday Builders, Inc. Employee Stock Ownership Plan and TrustHoliday Builders, Inc. Emplo…$229MJames a. Scott & Son, Incorporated Employee Stock Ownership PlanJames a. Scott & Son, Incorp…$228MH.C. Wainwright & Co. Employee Stock Ownership PlanH.C. Wainwright & Co. Employ…$228M
End-of-year total assets ($M) among Holiday Builders, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$219M
Net Assets (End of Year)$205M
Net Income$6M
Employer EIN592326805
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holiday Builders, Inc.)

Sponsor-wide plan assets over time

All Holiday Builders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$234M 60.58451433044394% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $146M $234M ▲ +60.6%
Year Plans Participants Total Assets
2022 2 421 $146M
2023 2 434 $224M
2024 2 382 $234M

Nearby ESOP Plans in Florida

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

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Holiday Builders, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.228952164 · Participants: 176Holiday Builders, Inc. Employee Stock Ownership Plan and TrustPublix 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
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Holiday Builders, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Holiday Builders, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Gridiron Employee Stock Ownership Plan in TX ($229M); by covered participants it is Kelley Manufacturing Co. Employee Stock Ownership Plan in GA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Holiday Builders, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 4.4% during 2024, from $219M to $229M. Reported net income was $6M.
How have Holiday Builders, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holiday Builders, Inc.'s sponsor-wide assets grew 60.6%, from $146M to $234M.
Where does Holiday Builders, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Holiday Builders, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Gridiron Employee Stock Ownership Plan in TX ($229M, 201 participants).
Which ESOP plans cover a similar participant headcount to Holiday Builders, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Kelley Manufacturing Co. Employee Stock Ownership Plan in GA (176 participants, $26M 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 592326805.

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.