ESOP · DOL Form 5500 · 2023

Fbmc Benefits Management, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
99
Participants Small participant base
54th
Percentile by assets National rank
$81,878
Avg per participant Below avg balance/head
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Official DOL plan name: Fbmc Benefits Management Employee Stock Ownership Plan · Sponsored by Fbmc Benefits Management, Inc. · Florida · Finance & Insurance

$8M in assets, 99 participants

Fbmc Benefits Management, Inc.'s Fbmc Benefits Management Employee Stock Ownership Plan reported $8M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,469 in Finance & Insurance (8,869 peers)

Fbmc Benefits Management, Inc. multi-year trail

Fbmc Benefits Management, Inc.'s plans moved +51.5% in assets from 2022 to 2024; this filing shows Fbmc Benefits Management Employee Stock Ownership Plan at $8M / 99 participants.

#3,469
in Finance & Insurance (8,869 peers)
+26.4%
assets growth YoY

Fbmc Benefits Management Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Fbmc Benefits Management Employee Stock Ownership Plan vs every filed plan by assets

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

$8,105,964 Top 46% higher than 54% 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

Fbmc Benefits Management Employee Stock Ownership 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. Fbmc Benefits Management Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fbmc Benefits Management Employee Stock Ownership Plan reported net income rose from $350K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fbmc Benefits Management Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fbmc Benefits Management Employee Stock Ownership Plan reported participants fell from 102 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591657263 · Fbmc Benefits Management, Inc. PY 2023 · ESOP

Fbmc Benefits Management Employee Stock Ownership Plan · $8M · 99 · 54th

  • PCT $8M
  • PCT 99
  • PCT 54th
  • PCT ESOP
  • PCT near Muska Electric Co. Employee Stock Ownership Plan
  • PCT ind #3469

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 →

Fbmc Benefits Management Employee Stock Ownership Plan in the asset neighbourhood

Fbmc Benefits Management Employee Stock Ownership PlanFbmc Benefits Management Emp…$8MD.W. Johnston Construction, Inc. Employee Stock Ownership PlanD.W. Johnston Construction, …$8MMuska Electric Co. Employee Stock Ownership PlanMuska Electric Co. Employee …$8MNbs Government Finance Group Employee Stock Ownership Plan and TrustNbs Government Finance Group…$8MWalmarc Partners Corporation Employee Stock Ownership PlanWalmarc Partners Corporation…$8M
End-of-year total assets ($M) among Fbmc Benefits Management Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Fbmc Benefits Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fbmc Benefits Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 51.52036352680233% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.1M $19.8M ▲ +51.5%
Year Plans Participants Total Assets
2022 2 219 $13M
2023 2 209 $16M
2024 2 184 $20M

Fbmc Benefits Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN591657263
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Fbmc Benefits Management Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Fbmc Benefits Management Employee Stock Ownership Plan, Total assets ($B): 0.008105964 · Participants: 99Fbmc Benefits Management Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Fbmc Benefits Management Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Fbmc Benefits Management Employee Stock Ownership Plan side-by-side with 3 peers →

Fbmc Benefits Management Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Muska Electric Co. Employee Stock Ownership Plan in MN ($8M); by covered participants it is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants). Same-state nearby plans are listed separately above.

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 Fbmc Benefits Management Employee Stock Ownership Plan assets move in 2023? ▼
Fbmc Benefits Management Employee Stock Ownership Plan grew sharply - up 26.4% during 2023, from $6M to $8M. Reported net income was $2M.
How have Fbmc Benefits Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fbmc Benefits Management, Inc.'s sponsor-wide assets grew 51.5%, from $13M to $20M.
Which ESOP plans are similar in size to Fbmc Benefits Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Muska Electric Co. Employee Stock Ownership Plan in MN ($8M, 40 participants).
Which ESOP plans cover a similar participant headcount to Fbmc Benefits Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants, $30M 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 591657263.

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.