ESOP · DOL Form 5500 · 2024

Charlan Brock & Associates, Inc. ESOP

Data updated 2026-08-25

$400K
Total assets Small plan by assets
93
Participants Small participant base
16th
Percentile by assets National rank
$4,301
Avg per participant Low balance/head
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Official DOL plan name: Charlan Brock & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Charlan Brock & Associates, Inc. · Florida · Professional & Technical Services

$400K in assets, 93 participants

Charlan Brock & Associates, Inc.'s Charlan Brock & Associates, Inc. Employee Stock Ownership Plan reported $400K in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,452 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Charlan Brock & Associates, Inc. Employee Stock Ownership Plan holds $400K for 93 participants - about $4,301 per participant, among the smaller plans by assets on file.

#2,452
in Professional & Technical Services (20,173 peers)
+0.0%
assets growth YoY

Charlan Brock & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Charlan Brock & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$400,000 16th percentile higher than 16% 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

Charlan Brock & Associates, 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. Charlan Brock & Associates, Inc. Employee Stock Ownership Plan is a small filing (93 participants) on this national headcount ladder.

DOL schedule card

Filing strip 592080434 · Charlan Brock & Associates, Inc. PY 2024 · ESOP

Charlan Brock & Associates, Inc. Employee Stock Ownership Plan · $400K · 93 · 16th

  • NET $400K
  • BOOK 93
  • VS-ST 16th
  • BOY ESOP
  • SCH near 12 Reed Road Inc. Retirement Plan
  • EBSA ind #2452

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 →

Charlan Brock & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Charlan Brock & Associates, Inc. Employee Stock Ownership PlanCharlan Brock & Associates, …$400K12 Reed Road Inc. Retirement Plan12 Reed Road Inc. Retirement…$400KSofha Management Services, Inc. Employee Stock Ownership PlanSofha Management Services, I…$400KSewell Motor Express Employee Stock Ownership PlanSewell Motor Express Employe…$398KBass Cabinet Manufacturing, Inc. Employee Stock Ownership PlanBass Cabinet Manufacturing, …$402K
End-of-year total assets ($M) among Charlan Brock & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$400K
Net Assets (End of Year)-$12M
Net Income$345K
Employer EIN592080434
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlan Brock & Associates, Inc.)

Sponsor-wide plan assets over time

All Charlan Brock & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$400K 0% vs 2023
2024 filing year
$0.4M 20232024 $0.4M $0.4M ▲ +0.0%
Year Plans Participants Total Assets
2023 1 93 $400K
2024 1 93 $400K

Nearby ESOP Plans in Florida

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

Charlan Brock & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Charlan Brock & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0004 · Participants: 93Charlan Brock & Associates, 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
Charlan Brock & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Charlan Brock & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Charlan Brock & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is 12 Reed Road Inc. Retirement Plan in NY ($400K); by covered participants it is Integrus Holdings, Inc. Employee Stock Ownership Plan in VA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Charlan Brock & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Charlan Brock & Associates, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $400K to $400K. Reported net income was $345K.
How have Charlan Brock & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Charlan Brock & Associates, Inc.'s sponsor-wide assets grew 0.0%, from $400K to $400K.
Where does Charlan Brock & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Charlan Brock & Associates, Inc. Employee Stock Ownership Plan ranks in the 16th 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 Charlan Brock & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is 12 Reed Road Inc. Retirement Plan in NY ($400K, 1 participant).
Which ESOP plans cover a similar participant headcount to Charlan Brock & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Integrus Holdings, Inc. Employee Stock Ownership Plan in VA (93 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 592080434.

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.