ESOP · DOL Form 5500 · 2022

Insurance Office of America, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
978
Participants Near avg headcount
60th
Percentile by assets National rank
$8,013
Avg per participant Low balance/head
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Official DOL plan name: Insurance Office of America, Inc. Employee Stock Ownership Plan · Sponsored by Insurance Office of America, Inc. · Florida · Finance & Insurance

$8M in assets, 978 participants

Insurance Office of America, Inc.'s Insurance Office of America, Inc. Employee Stock Ownership Plan reported $8M in total assets and 978 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,998 in Finance & Insurance (9,261 peers)

Insurance Office of America, Inc. multi-year trail

Insurance Office of America, Inc.'s plans moved +46.8% in assets from 2022 to 2024; this filing shows Insurance Office of America, Inc. Employee Stock Ownership Plan at $8M / 978 participants.

#3,998
in Finance & Insurance (9,261 peers)
-1.5%
assets change YoY

The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insurance Office of America, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Insurance Office of America, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,836,301 Top 40% higher than 60% 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

Insurance Office of America, Inc. 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. Insurance Office of America, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (978 participants).

Plan-year Form 5500 strip

Filing strip 592472656 · Insurance Office of America, Inc. PY 2022 · ESOP

Insurance Office of America, Inc. Employee Stock Ownership Plan · $8M · 978 · 60th

  • SCH $8M
  • SCH 978
  • SCH 60th
  • SCH ESOP
  • SCH near Eki Environment & Water, Inc. Employee Stock Ownership Plan
  • SCH ind #3998

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 →

Insurance Office of America, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Conco, Inc. Employee Stock Ownership Plan and Trust AgreementConco, Inc. Employee Stock O…$8MInsurance Office of America, Inc. Employee Stock Ownership PlanInsurance Office of America,…$8MSutter Instrument Employee Stock Ownership PlanSutter Instrument Employee S…$8MEki Environment & Water, Inc. Employee Stock Ownership PlanEki Environment & Water, Inc…$8MPrecision Drive & Control, Inc. Employee Stock Ownership PlanPrecision Drive & Control, I…$8M
End-of-year total assets ($M) among Insurance Office of America, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Insurance Office of America, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Insurance Office of America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$93M 46.82580956274197% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.2M $92.9M ▲ +46.8%
Year Plans Participants Total Assets
2022 2 2,043 $63M
2023 2 2,246 $78M
2024 2 2,354 $93M

Insurance Office of America, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$99K
Employer EIN592472656
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Insurance Office of America, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Insurance Office of America, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007836301 · Participants: 978Insurance Office of America, Inc. 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
Insurance Office of America, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Insurance Office of America, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Insurance Office of America, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Eki Environment & Water, Inc. Employee Stock Ownership Plan in CA ($8M); by covered participants it is Project Worldwide, Inc. Employee Stock Ownership Plan in MI (977 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (978 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 Insurance Office of America, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Insurance Office of America, Inc. Employee Stock Ownership Plan edged down modestly - down 1.5% during 2022, from $8M to $8M. Reported net income was -$99K.
How have Insurance Office of America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insurance Office of America, Inc.'s sponsor-wide assets grew 46.8%, from $63M to $93M.
Which ESOP plans are similar in size to Insurance Office of America, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eki Environment & Water, Inc. Employee Stock Ownership Plan in CA ($8M, 107 participants).
Which ESOP plans cover a similar participant headcount to Insurance Office of America, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Project Worldwide, Inc. Employee Stock Ownership Plan in MI (977 participants, $395M 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 592472656.

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.