401(k) · DOL Form 5500 · 2023

Bloom Insurance Agency, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
763
Participants Near avg headcount
53rd
Percentile by assets National rank
$10,281
Avg per participant Low balance/head
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Official DOL plan name: Bloom Insurance Agency, LLC Retirement Plan · Sponsored by Bloom Insurance Agency, LLC · Indiana · Finance & Insurance

$8M in assets, 763 participants

Bloom Insurance Agency, LLC's Bloom Insurance Agency, LLC Retirement Plan reported $8M in total assets and 763 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,408 in Finance & Insurance (8,869 peers)

Bloom Insurance Agency, LLC multi-year trail

Bloom Insurance Agency, LLC's plans moved +84.7% in assets from 2022 to 2024; this filing shows Bloom Insurance Agency, LLC Retirement Plan at $8M / 763 participants.

#3,408
in Finance & Insurance (8,869 peers)
+45.5%
assets growth YoY

Bloom Insurance Agency, LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Bloom Insurance Agency, LLC Retirement Plan vs every filed plan by assets

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

$7,844,751 Top 47% higher than 53% 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 Insurance Agency, LLC Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bloom Insurance Agency, LLC Retirement Plan sits mid-pack in the medium band (763 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bloom Insurance Agency, LLC Retirement Plan reported net income rose from $896K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bloom Insurance Agency, LLC Retirement Plan reported participants rose from 293 in the plan year 2022 filing to 763 in the plan year 2023 filing.
  • Bloom Insurance Agency, LLC Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260640936 · Bloom Insurance Agency, LLC PY 2023 · 401(k)

Bloom Insurance Agency, LLC Retirement Plan · $8M · 763 · 53rd

  • EOY $8M
  • EOY 763
  • EOY 53rd
  • EOY 401(k)
  • EOY near Arrow Fabricated Tubing, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3408

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 Finance & Insurance retirement plans → · Plans in Indiana →

Bloom Insurance Agency, LLC Retirement Plan in the asset neighbourhood

Bloom Insurance Agency, LLC Retirement PlanBloom Insurance Agency, LLC …$8MArrow Fabricated Tubing, Inc. 401(k) Profit Sharing PlanArrow Fabricated Tubing, Inc…$8MRyzen Solutions 401(k) Profit Sharing Plan & TrustRyzen Solutions 401(k) Profi…$8MSandler, Rosengarten, Denis & Berger 401(k) PlanSandler, Rosengarten, Denis …$8MDrata Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Bloom Insurance Agency, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bloom Insurance Agency, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bloom Insurance Agency, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 84.65712684949946% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.39M $9.96M ▲ +84.8%
Year Plans Participants Total Assets
2022 1 293 $5M
2023 1 763 $8M
2024 1 886 $10M

Bloom Insurance Agency, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN260640936
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Bloom Insurance Agency, LLC Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bloom Insurance Agency, LLC Retirement Plan, Total assets ($B): 0.007844751 · Participants: 763Bloom Insurance Agency, LLC Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Bloom Insurance Agency, LLC Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Bloom Insurance Agency, LLC Retirement Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Arrow Fabricated Tubing, Inc. 401(k) Profit Sharing Plan in TX ($8M); by covered participants it is Police and Fire Federal Credit Union Employees Retirement Plan in PA (763 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (763 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 Insurance Agency, LLC Retirement Plan assets move in 2023? ▼
Bloom Insurance Agency, LLC Retirement Plan surged - up 45.5% during 2023, from $5M to $8M. Reported net income was $2M.
How have Bloom Insurance Agency, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bloom Insurance Agency, LLC's sponsor-wide assets grew 84.7%, from $5M to $10M.
Which 401(k) plans are similar in size to Bloom Insurance Agency, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arrow Fabricated Tubing, Inc. 401(k) Profit Sharing Plan in TX ($8M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Bloom Insurance Agency, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Police and Fire Federal Credit Union Employees Retirement Plan in PA (763 participants, $90M 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 260640936.

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.