ESOP · DOL Form 5500 · 2024

Austin Burke of Florida, Inc. ESOP

Data updated 2026-08-25

$74K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$74,045
Avg per participant Below avg balance/head
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Official DOL plan name: Austin Burke of Florida, Inc. Retirement Plan · Sponsored by Austin Burke of Florida, Inc. · Florida · Retail Trade

$74K in assets, 1 participants

Austin Burke of Florida, Inc.'s Austin Burke of Florida, Inc. Retirement Plan reported $74K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #617 in Retail Trade (8,048 peers)

Austin Burke of Florida, Inc. multi-year trail

Austin Burke of Florida, Inc.'s plans moved -95.9% in assets from 2022 to 2024; this filing shows Austin Burke of Florida, Inc. Retirement Plan at $74K / 1 participant.

#617
in Retail Trade (8,048 peers)
-89.4%
assets change YoY

The plan reported a net loss of $626K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Austin Burke of Florida, Inc. Retirement Plan among the smaller filed plans by assets

Austin Burke of Florida, Inc. Retirement Plan vs every filed plan by assets

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

$74,045 5th percentile higher than 5% 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

Austin Burke of Florida, Inc. Retirement 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. Austin Burke of Florida, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Austin Burke of Florida, Inc. Retirement Plan reported participants fell from 18 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Austin Burke of Florida, Inc. Retirement Plan end-of-year assets fell from $700K in the plan year 2023 filing to $74K in the plan year 2024 filing.
  • Austin Burke of Florida, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2023 filing to -$626K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 591366571 · Austin Burke of Florida, Inc. PY 2024 · ESOP

Austin Burke of Florida, Inc. Retirement Plan · $74K · 1 · 5th

  • EOY $74K
  • 5500 1
  • ASSETS 5th
  • PCT ESOP
  • EIN near Jacobian Engineering Inc. Employee Stock Ownership Plan
  • RANK ind #617

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 →

Austin Burke of Florida, Inc. Retirement Plan in the asset neighbourhood

G&d Electric, Inc. Employee Stock Ownership PlanG&d Electric, Inc. Employee …$75KAustin Burke of Florida, Inc. Retirement PlanAustin Burke of Florida, Inc…$74KJacobian Engineering Inc. Employee Stock Ownership PlanJacobian Engineering Inc. Em…$74KPolaris Automation Holdings, Inc. Employee Stock Ownership PlanPolaris Automation Holdings,…$73KCruise & Associates, Inc. Employee Stock Ownership PlanCruise & Associates, Inc. Em…$73K
End-of-year total assets ($M) among Austin Burke of Florida, Inc. Retirement Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Austin Burke of Florida, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Austin Burke of Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74K 95.90685461580985% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.81M $0.07M ▼ -96.1%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 18 $700K
2024 2 2 $74K

Austin Burke of Florida, Inc. filing trail (2024)

Total Assets (Beginning of Year)$700K
Net Assets (End of Year)$74K
Net Income-$626K
Employer EIN591366571
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Austin Burke of Florida, Inc. Retirement Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Austin Burke of Florida, Inc. Retirement Plan, Total assets ($B): 0.000074045 · Participants: 1Austin Burke of Florida, Inc. Retirement 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
Austin Burke of Florida, Inc. Retirement Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Austin Burke of Florida, Inc. Retirement Plan side-by-side with 3 peers →

Austin Burke of Florida, Inc. Retirement Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Jacobian Engineering Inc. Employee Stock Ownership Plan in CA ($74K); by covered participants it is Blazer Employee Stock Ownership Plan in CO (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Austin Burke of Florida, Inc. Retirement Plan assets move in 2024? ▼
Austin Burke of Florida, Inc. Retirement Plan contracted severely - down 89.4% during 2024, from $700K to $74K. Reported net income was -$626K.
How have Austin Burke of Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Austin Burke of Florida, Inc.'s sponsor-wide assets declined 95.9%, from $2M to $74K.
Where does Austin Burke of Florida, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Austin Burke of Florida, Inc. Retirement Plan ranks in the 5th 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 Austin Burke of Florida, Inc. Retirement Plan? ▼
Among ESOP plans in other states, the closest by assets is Jacobian Engineering Inc. Employee Stock Ownership Plan in CA ($74K, 10 participants).
Which ESOP plans cover a similar participant headcount to Austin Burke of Florida, Inc. Retirement Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blazer Employee Stock Ownership Plan in CO (1 participant, 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 591366571.

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.