ESOP · DOL Form 5500 · 2022

Earl Bacon Agency, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
34
Participants Small participant base
46th
Percentile by assets National rank
$116,035
Avg per participant Below avg balance/head
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Official DOL plan name: Earl Bacon Agency, Inc. Employee Stock Ownership Plan · Sponsored by Earl Bacon Agency, Inc. · Florida · Finance & Insurance

$4M in assets, 34 participants

Earl Bacon Agency, Inc.'s Earl Bacon Agency, Inc. Employee Stock Ownership Plan reported $4M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,910 in Finance & Insurance (9,261 peers)

Earl Bacon Agency, Inc. multi-year trail

Earl Bacon Agency, Inc.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows Earl Bacon Agency, Inc. Employee Stock Ownership Plan at $4M / 34 participants.

#2,910
in Finance & Insurance (9,261 peers)
+14.3%
assets growth YoY

Earl Bacon Agency, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Earl Bacon Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,945,177 46th percentile higher than 46% 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

Earl Bacon Agency, Inc. Employee Stock Ownership 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. Earl Bacon Agency, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 591031594 · Earl Bacon Agency, Inc. PY 2022 · ESOP

Earl Bacon Agency, Inc. Employee Stock Ownership Plan · $4M · 34 · 46th

  • BOY $4M
  • SCH 34
  • EBSA 46th
  • PART ESOP
  • TYPE near Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan
  • NET ind #2910

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 →

Earl Bacon Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Earl Bacon Agency, Inc. Employee Stock Ownership PlanEarl Bacon Agency, Inc. Empl…$4MRodriguez Transportation Group, Inc. Ee Stock Ownership PlanRodriguez Transportation Gro…$4MAlvest S.a.S Employee Stock Ownership PlanAlvest S.a.S Employee Stock …$4MJerome H. Rhoads, Inc. Employee Stock Ownership PlanJerome H. Rhoads, Inc. Emplo…$4MGold Coast Ingredients, Inc. ESOPGold Coast Ingredients, Inc.…$4M
End-of-year total assets ($M) among Earl Bacon Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Earl Bacon Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Earl Bacon Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.457448170259536% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.95M $4.67M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 34 $4M
2023 1 32 $4M
2024 1 30 $5M

Earl Bacon Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$473K
Employer EIN591031594
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Earl Bacon Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Earl Bacon Agency, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003945177 · Participants: 34Earl Bacon Agency, 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
Earl Bacon Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Earl Bacon Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Earl Bacon Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan in TX ($4M); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Earl Bacon Agency, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Earl Bacon Agency, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.3% during 2022, from $3M to $4M. Reported net income was $473K.
How have Earl Bacon Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Earl Bacon Agency, Inc.'s sponsor-wide assets grew 18.5%, from $4M to $5M.
Which ESOP plans are similar in size to Earl Bacon Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan in TX ($4M, 40 participants).
Which ESOP plans cover a similar participant headcount to Earl Bacon Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants, $892K 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 591031594.

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.