401(k) · DOL Form 5500 · 2022

Bloom Advisors 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
19
Participants Small participant base
55th
Percentile by assets National rank
$320,631
Avg per participant High balance/head
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Official DOL plan name: Bloom Advisors Employee 401(k) Plan · Sponsored by Bloom Advisors · Michigan · Management of Enterprises

$6M in assets, 19 participants

Bloom Advisors's Bloom Advisors Employee 401(k) Plan reported $6M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #416 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Bloom Advisors Employee 401(k) Plan ranks #416 of 1,193 2022 filers by assets (5836% of the sector average)-$6M for 19 participants.

#416
in Management of Enterprises (1,193 peers)
-15.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bloom Advisors Employee 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Bloom Advisors Employee 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,091,992 Top 45% higher than 55% of 139,123 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 2022

Bloom Advisors Employee 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bloom Advisors Employee 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

DOL schedule card

Filing strip 200566114 · Bloom Advisors PY 2022 · 401(k)

Bloom Advisors Employee 401(k) Plan · $6M · 19 · 55th

  • EOY $6M
  • 5500 19
  • ASSETS 55th
  • PCT 401(k)
  • EIN near Wheat's Lawn & Custom Landscaping, Inc. 401(k) Plan
  • RANK ind #416

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 Management of Enterprises retirement plans → · Plans in Michigan →

Bloom Advisors Employee 401(k) Plan in the asset neighbourhood

Bloom Advisors Employee 401(k) PlanBloom Advisors Employee 401(…$6MWheat's Lawn & Custom Landscaping, Inc. 401(k) PlanWheat's Lawn & Custom Landsc…$6MMeridian Products 401(k) Ret Investment PlanMeridian Products 401(k) Ret…$6MThe Better Business Bureau, Inc. 401(k) Savings PlanThe Better Business Bureau, …$6MQuality Switch Inc 401(k) Profit Sharing Plan & TrustQuality Switch Inc 401(k) Pr…$6M
End-of-year total assets ($M) among Bloom Advisors Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN200566114
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bloom Advisors)

Sponsor-wide plan assets over time

All Bloom Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$7M 16.44806821808039% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $6.09M $7.09M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 19 $6M
2023 1 19 $7M
2024 1 20 $7M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bloom Advisors Employee 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Bloom Advisors Employee 401(k) Plan, Total assets ($B): 0.006091992 · Participants: 19Bloom Advisors Employee 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Bloom Advisors Employee 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Bloom Advisors Employee 401(k) Plan side-by-side with 3 peers →

Bloom Advisors Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Wheat's Lawn & Custom Landscaping, Inc. 401(k) Plan in VA ($6M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bloom Advisors Employee 401(k) Plan assets move in 2022? ▼
Bloom Advisors Employee 401(k) Plan declined sharply - down 15.5% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Bloom Advisors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bloom Advisors's sponsor-wide assets grew 16.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Bloom Advisors Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wheat's Lawn & Custom Landscaping, Inc. 401(k) Plan in VA ($6M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Bloom Advisors Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200566114.

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.