401(k) · DOL Form 5500 · 2023

Bloom Advisors 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
19
Participants Small participant base
52nd
Percentile by assets National rank
$391,826
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bloom Advisors Employee 401(k) Plan · Sponsored by Bloom Advisors · Michigan · Management of Enterprises

$7M in assets, 19 participants

Bloom Advisors's Bloom Advisors Employee 401(k) Plan reported $7M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #377 in Management of Enterprises (1,137 peers)

Bloom Advisors multi-year trail

Bloom Advisors's plans moved +16.4% in assets from 2022 to 2024; this filing shows Bloom Advisors Employee 401(k) Plan at $7M / 19 participants.

#377
in Management of Enterprises (1,137 peers)
+22.2%
assets growth YoY

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 2023 · DOL Form 5500

$7,444,696 Top 48% higher than 52% of 127,068 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 2023

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

Plan-year 2023 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.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bloom Advisors Employee 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bloom Advisors Employee 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200566114 · Bloom Advisors PY 2023 · 401(k)

Bloom Advisors Employee 401(k) Plan · $7M · 19 · 52nd

  • EOY $7M
  • EOY 19
  • EOY 52nd
  • EOY 401(k)
  • EOY near Keslow Camera, Inc. 401(k) Retirement Savings Plan
  • EOY ind #377

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(…$7MKeslow Camera, Inc. 401(k) Retirement Savings PlanKeslow Camera, Inc. 401(k) R…$7MMorrow Renewables, LLC 401(k) PlanMorrow Renewables, LLC 401(k…$7MPlymouth Harbor, Inc. Retirement Savings PlanPlymouth Harbor, Inc. Retire…$7MJones - Mcleod, Inc. Profit Sharing PlanJones - Mcleod, Inc. Profit …$7M
End-of-year total assets ($M) among Bloom Advisors Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bloom Advisors multi-year asset trail

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

Bloom Advisors filing trail (2023)

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

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 -50510152025 Total assets ($B) Participants Bloom Advisors Employee 401(k) Plan, Total assets ($B): 0.007444696 · Participants: 19Bloom Advisors Employee 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The 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): 7.617084451 · Participants: 59195Ford 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 Keslow Camera, Inc. 401(k) Retirement Savings Plan in CA ($7M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (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 2023. 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 2023? ▼
Bloom Advisors Employee 401(k) Plan grew sharply - up 22.2% during 2023, from $6M to $7M. 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 Keslow Camera, Inc. 401(k) Retirement Savings Plan in CA ($7M, 140 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 Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.