ESOP · DOL Form 5500 · 2022

Fbmc Benefits Management, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
102
Participants Small participant base
56th
Percentile by assets National rank
$62,850
Avg per participant Low balance/head
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Official DOL plan name: Fbmc Benefits Management Employee Stock Ownership Plan · Sponsored by Fbmc Benefits Management, Inc. · Florida · Finance & Insurance

$6M in assets, 102 participants

Fbmc Benefits Management, Inc.'s Fbmc Benefits Management Employee Stock Ownership Plan reported $6M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,648 in Finance & Insurance (9,261 peers)

Coverage in Florida

Fbmc Benefits Management Employee Stock Ownership Plan covers 102 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#3,648
in Finance & Insurance (9,261 peers)
+2.2%
assets growth YoY

Fbmc Benefits Management Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Fbmc Benefits Management Employee Stock Ownership Plan vs every filed plan by assets

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

$6,410,735 Top 44% higher than 56% 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

Fbmc Benefits Management Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fbmc Benefits Management Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

Published 5500 schedule card

Filing strip 591657263 · Fbmc Benefits Management, Inc. PY 2022 · ESOP

Fbmc Benefits Management Employee Stock Ownership Plan · $6M · 102 · 56th

  • BOY $6M
  • SCH 102
  • EBSA 56th
  • PART ESOP
  • TYPE near L.a. Fuess Partners Inc. Employee Stock Ownership Plan
  • NET ind #3648

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 →

Fbmc Benefits Management Employee Stock Ownership Plan in the asset neighbourhood

Msa Consulting, Inc. Employee Stock Ownership PlanMsa Consulting, Inc. Employe…$6MWorcester Manufacturing, Inc. ESOPWorcester Manufacturing, Inc…$6MFbmc Benefits Management Employee Stock Ownership PlanFbmc Benefits Management Emp…$6ML.a. Fuess Partners Inc. Employee Stock Ownership PlanL.a. Fuess Partners Inc. Emp…$6MMillwork Distributors Inc. Employee Stock Ownership PlanMillwork Distributors Inc. E…$6M
End-of-year total assets ($M) among Fbmc Benefits Management Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income$350K
Employer EIN591657263
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fbmc Benefits Management, Inc.)

Sponsor-wide plan assets over time

All Fbmc Benefits Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 51.52036352680233% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.1M $19.8M ▲ +51.5%
Year Plans Participants Total Assets
2022 2 219 $13M
2023 2 209 $16M
2024 2 184 $20M

Nearby ESOP Plans in Florida

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

Fbmc Benefits Management Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Fbmc Benefits Management Employee Stock Ownership Plan, Total assets ($B): 0.006410735 · Participants: 102Fbmc Benefits Management Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Fbmc Benefits Management Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Fbmc Benefits Management Employee Stock Ownership Plan side-by-side with 3 peers →

Fbmc Benefits Management Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX ($6M); by covered participants it is Container and Packaging Employee Stock Ownership Plan and Trust in ID (102 participants). Same-state nearby plans are listed separately above.

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 Fbmc Benefits Management Employee Stock Ownership Plan assets move in 2022? ▼
Fbmc Benefits Management Employee Stock Ownership Plan edged up modestly - up 2.2% during 2022, from $6M to $6M. Reported net income was $350K.
How have Fbmc Benefits Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fbmc Benefits Management, Inc.'s sponsor-wide assets grew 51.5%, from $13M to $20M.
Which ESOP plans are similar in size to Fbmc Benefits Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX ($6M, 87 participants).
Which ESOP plans cover a similar participant headcount to Fbmc Benefits Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Container and Packaging Employee Stock Ownership Plan and Trust in ID (102 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 591657263.

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.