ESOP · DOL Form 5500 · 2022
The Bloom Organization II, Inc. ESOP
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: The Bloom Organization II, Inc. Employee Stock Ownership Plan · Sponsored by The Bloom Organization II, Inc. · Florida · Finance & Insurance
$17M in assets, 15 participants
The Bloom Organization II, Inc.'s The Bloom Organization II, Inc. Employee Stock Ownership Plan reported $17M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #5,545 in Finance & Insurance (9,261 peers)
2022 asset change
The Bloom Organization II, Inc. Employee Stock Ownership Plan grew sharply 19.3% in 2022 ($14M → $17M) for 15 participants.
- #5,545
- in Finance & Insurance (9,261 peers)
- +19.3%
- assets growth YoY
The Bloom Organization II, Inc. Employee Stock Ownership Plan's outsized position by total assets
The Bloom Organization II, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,624,429 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Bloom Organization II, 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. The Bloom Organization II, Inc. Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 472570360 · The Bloom Organization II, Inc. PY 2022 · ESOP
The Bloom Organization II, Inc. Employee Stock Ownership Plan · $17M · 15 · 74th
- SCH $17M
- EBSA 15
- PART 74th
- TYPE ESOP
- NET near Harold Beck & Sons, Inc. Employee Stock Ownership Plan
- BOOK ind #5545
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 →
The Bloom Organization II, Inc. Employee Stock Ownership Plan in the asset neighbourhood
The Bloom Organization II, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All The Bloom Organization II, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 0.16837270019920686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $17M |
| 2023 | 1 | 14 | $17M |
| 2024 | 1 | 14 | $17M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $4M |
| Employer EIN | 472570360 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
The Bloom Organization II, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Harold Beck & Sons, Inc. Employee Stock Ownership Plan in PA ($17M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- N-Link Corporation Employee Stock Ownership Plan (OR) 15 · 0 off
- Fastrack Mechanical, Inc. Employee Stock Ownership Plan (IN) 15 · 0 off
- Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust (MN) 15 · 0 off
- Brockmiller Construction, Inc. Employee Stock Ownership Plan (MO) 15 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.