401(k) · DOL Form 5500 · 2023

Bloom Companies, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
65
Participants Small participant base
48th
Percentile by assets National rank
$90,838
Avg per participant Below avg balance/head
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Official DOL plan name: Bloom Companies, LLC 401(k) Plan · Sponsored by Bloom Companies, LLC · Wisconsin · Professional & Technical Services

$6M in assets, 65 participants

Bloom Companies, LLC's Bloom Companies, LLC 401(k) Plan reported $6M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,288 in Professional & Technical Services (20,321 peers)

Bloom Companies, LLC multi-year trail

Bloom Companies, LLC's plans moved +73.7% in assets from 2022 to 2024; this filing shows Bloom Companies, LLC 401(k) Plan at $6M / 65 participants.

#9,288
in Professional & Technical Services (20,321 peers)
+31.8%
assets growth YoY

Bloom Companies, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bloom Companies, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,904,447 48th percentile higher than 48% 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 Companies, LLC 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 Companies, LLC 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bloom Companies, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bloom Companies, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bloom Companies, LLC 401(k) Plan reported participants fell from 66 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391912223 · Bloom Companies, LLC PY 2023 · 401(k)

Bloom Companies, LLC 401(k) Plan · $6M · 65 · 48th

  • EBSA $6M
  • PART 65
  • TYPE 48th
  • NET 401(k)
  • BOOK near Ford of Slidell 401(k) Plan
  • VS-ST ind #9288

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Bloom Companies, LLC 401(k) Plan in the asset neighbourhood

The Martz Group 401(k) Plan$6MBloom Companies, LLC 401(k) PlanBloom Companies, LLC 401(k) …$6MFord of Slidell 401(k) Plan$6MCuberg, Inc. 401(k) Plan$6MEagle Research Corp. 401(k) PlanEagle Research Corp. 401(k) …$6M
End-of-year total assets ($M) among Bloom Companies, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bloom Companies, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bloom Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 73.69814515474002% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.48M $7.78M ▲ +73.7%
Year Plans Participants Total Assets
2022 1 66 $4M
2023 1 65 $6M
2024 1 55 $8M

Bloom Companies, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN391912223
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bloom Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Bloom Companies, LLC 401(k) Plan, Total assets ($B): 0.005904447 · Participants: 65Bloom Companies, LLC 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Bloom Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bloom Companies, LLC 401(k) Plan side-by-side with 3 peers →

Bloom Companies, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ford of Slidell 401(k) Plan in LA ($6M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Companies, LLC 401(k) Plan assets move in 2023? ▼
Bloom Companies, LLC 401(k) Plan surged - up 31.8% during 2023, from $4M to $6M. Reported net income was $1M.
How have Bloom Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bloom Companies, LLC's sponsor-wide assets grew 73.7%, from $4M to $8M.
Which 401(k) plans are similar in size to Bloom Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ford of Slidell 401(k) Plan in LA ($6M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Bloom Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A 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 391912223.

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.