ESOP · DOL Form 5500 · 2024
James Doyle & Associates, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $643,630
- Avg per participant High balance/head
Official DOL plan name: The Doyle & Associates Employee Stock Ownership Plan · Sponsored by James Doyle & Associates, Inc. · Florida · Professional & Technical Services
$6M in assets, 9 participants
James Doyle & Associates, Inc.'s The Doyle & Associates Employee Stock Ownership Plan reported $6M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,560 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
The Doyle & Associates Employee Stock Ownership Plan holds $6M for 9 participants - about $643,630 per participant, in the lower half of filed plans by assets.
- #8,560
- in Professional & Technical Services (20,173 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $353K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Doyle & Associates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Doyle & Associates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,792,670 45th percentile higher than 45% 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
The Doyle & Associates Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Doyle & Associates Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Doyle & Associates Employee Stock Ownership Plan reported net income fell from $554K in the plan year 2023 filing to -$353K in the plan year 2024 filing.
- The Doyle & Associates Employee Stock Ownership Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- The Doyle & Associates Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 650805590 · James Doyle & Associates, Inc. PY 2024 · ESOP
The Doyle & Associates Employee Stock Ownership Plan · $6M · 9 · 45th
- PART $6M
- PART 9
- PART 45th
- PART ESOP
- PART near Main Banc, Inc. Employee Stock Ownership Plan
- PART ind #8560
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 →
The Doyle & Associates Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$353K |
| Employer EIN | 650805590 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James Doyle & Associates, Inc.)
Sponsor-wide plan assets over time
All James Doyle & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 3.58938996804873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $6M |
| 2023 | 1 | 10 | $6M |
| 2024 | 1 | 9 | $6M |
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
The Doyle & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Main Banc, Inc. Employee Stock Ownership Plan in NM ($6M); by covered participants it is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.