ESOP · DOL Form 5500 · 2024

Southern Fire Protection of Orlando, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
55
Participants Small participant base
54th
Percentile by assets National rank
$170,555
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan · Sponsored by Southern Fire Protection of Orlando, Inc. · Florida · Construction

$9M in assets, 55 participants

Southern Fire Protection of Orlando, Inc.'s Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan reported $9M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #4,766 in Construction (9,039 peers)

Southern Fire Protection of Orlando, Inc. multi-year trail

Southern Fire Protection of Orlando, Inc.'s plans moved +10.8% in assets from 2022 to 2024; this filing shows Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan at $9M / 55 participants.

#4,766
in Construction (9,039 peers)
-3.1%
assets change YoY

The plan reported a net loss of $234K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,380,510 Top 46% higher than 54% 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

Southern Fire Protection of Orlando, 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. Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$234K in the plan year 2024 filing.
  • Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 592983932 · Southern Fire Protection of Orlando, Inc. PY 2024 · ESOP

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan · $9M · 55 · 54th

  • PCT $9M
  • PCT 55
  • PCT 54th
  • PCT ESOP
  • PCT near Alvest S.a.S Employee Stock Ownership Plan
  • PCT ind #4766

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 →

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Columbia Chemical Corporation Employee Stock Ownership PlanColumbia Chemical Corporatio…$9MSouthern Fire Protection of Orlando, Inc. Employee Stock Ownership PlanSouthern Fire Protection of …$9MAlvest S.a.S Employee Stock Ownership PlanAlvest S.a.S Employee Stock …$9MDesign Mechanical, Inc. Employee Stock Ownership PlanDesign Mechanical, Inc. Empl…$9MSomerset Trust Company Employee Stock Ownership PlanSomerset Trust Company Emplo…$9M
End-of-year total assets ($M) among Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Southern Fire Protection of Orlando, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Fire Protection of Orlando, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.807372093251265% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.47M $9.38M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 56 $8M
2023 1 55 $10M
2024 1 55 $9M

Southern Fire Protection of Orlando, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$234K
Employer EIN592983932
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00938051 · Participants: 55Southern Fire Protection of Orlando, 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
Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Alvest S.a.S Employee Stock Ownership Plan in CT ($9M); by covered participants it is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 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 Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan assets move in 2024?
Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan edged down modestly - down 3.1% during 2024, from $10M to $9M. Reported net income was -$234K.
How have Southern Fire Protection of Orlando, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Fire Protection of Orlando, Inc.'s sponsor-wide assets grew 10.8%, from $8M to $9M.
Which ESOP plans are similar in size to Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Alvest S.a.S Employee Stock Ownership Plan in CT ($9M, 1,205 participants).
Which ESOP plans cover a similar participant headcount to Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants, $5M in assets).