ESOP · DOL Form 5500 · 2024

Water Medic of Cape Coral Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
57
Participants Small participant base
23rd
Percentile by assets National rank
$17,973
Avg per participant Low balance/head
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Official DOL plan name: Water Medic of Cape Coral Inc. Employee Stock Ownership Plan · Sponsored by Water Medic of Cape Coral Inc. · Florida · Other Services

$1M in assets, 57 participants

Water Medic of Cape Coral Inc.'s Water Medic of Cape Coral Inc. Employee Stock Ownership Plan reported $1M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,654 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Water Medic of Cape Coral Inc. Employee Stock Ownership Plan ranks #3,654 of 7,719 2024 filers by assets (1959% of the sector average)-$1M for 57 participants.

#3,654
in Other Services (7,719 peers)
+13.5%
assets growth YoY

Water Medic of Cape Coral Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Water Medic of Cape Coral Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,024,484 23rd percentile higher than 23% 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

Water Medic of Cape Coral 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. Water Medic of Cape Coral Inc. Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Water Medic of Cape Coral Inc. Employee Stock Ownership Plan reported net income rose from $403K in the plan year 2023 filing to $621K in the plan year 2024 filing.
  • Water Medic of Cape Coral Inc. Employee Stock Ownership Plan end-of-year assets rose from $903K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Water Medic of Cape Coral Inc. Employee Stock Ownership Plan reported participants fell from 63 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 650971491 · Water Medic of Cape Coral Inc. PY 2024 · ESOP

Water Medic of Cape Coral Inc. Employee Stock Ownership Plan · $1M · 57 · 23rd

  • IND $1M
  • EOY 57
  • 5500 23rd
  • ASSETS ESOP
  • PCT near Couts Heating and Cooling, Inc. Employee Stock Ownership Plan
  • EIN ind #3654

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 →

Water Medic of Cape Coral Inc. Employee Stock Ownership Plan in the asset neighbourhood

Water Medic of Cape Coral Inc. Employee Stock Ownership PlanWater Medic of Cape Coral In…$1MCouts Heating and Cooling, Inc. Employee Stock Ownership PlanCouts Heating and Cooling, I…$1MNorth Salem State Bank Employee Stock Ownership PlanNorth Salem State Bank Emplo…$1MSemple Brown Design, P. C. Employee Stock Ownership PlanSemple Brown Design, P. C. E…$1MSacred Wind Employee Stock Ownership PlanSacred Wind Employee Stock O…$1M
End-of-year total assets ($M) among Water Medic of Cape Coral Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$903K
Net Assets (End of Year)$1M
Net Income$621K
Employer EIN650971491
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Water Medic of Cape Coral Inc.)

Sponsor-wide plan assets over time

All Water Medic of Cape Coral Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.451241781716181% vs 2023
2024 filing year
$0.85M$0.9M$0.95M$1M$1.05M 20232024 $0.9M $1.02M ▲ +13.3%
Year Plans Participants Total Assets
2023 1 63 $903K
2024 1 57 $1M

Nearby ESOP Plans in Florida

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

Water Medic of Cape Coral Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Water Medic of Cape Coral Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001024484 · Participants: 57Water Medic of Cape Coral 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
Water Medic of Cape Coral Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Water Medic of Cape Coral Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Water Medic of Cape Coral Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Couts Heating and Cooling, Inc. Employee Stock Ownership Plan in CA ($1M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Water Medic of Cape Coral Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Water Medic of Cape Coral Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.5% during 2024, from $903K to $1M. Reported net income was $621K.
How have Water Medic of Cape Coral Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Water Medic of Cape Coral Inc.'s sponsor-wide assets grew 13.5%, from $903K to $1M.
Where does Water Medic of Cape Coral Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Water Medic of Cape Coral Inc. Employee Stock Ownership Plan ranks in the 23rd 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 Water Medic of Cape Coral Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Couts Heating and Cooling, Inc. Employee Stock Ownership Plan in CA ($1M, 19 participants).
Which ESOP plans cover a similar participant headcount to Water Medic of Cape Coral Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ma Bank Employee Stock Ownership Plan in MO (57 participants, $3M 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 650971491.

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.