ESOP · DOL Form 5500 · 2023

Earl Bacon Agency, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
32
Participants Small participant base
42nd
Percentile by assets National rank
$138,150
Avg per participant Near avg balance/head
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Official DOL plan name: Earl Bacon Agency, Inc. Employee Stock Ownership Plan · Sponsored by Earl Bacon Agency, Inc. · Florida · Finance & Insurance

$4M in assets, 32 participants

Earl Bacon Agency, Inc.'s Earl Bacon Agency, Inc. Employee Stock Ownership Plan reported $4M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,615 in Finance & Insurance (8,869 peers)

Earl Bacon Agency, Inc. multi-year trail

Earl Bacon Agency, Inc.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows Earl Bacon Agency, Inc. Employee Stock Ownership Plan at $4M / 32 participants.

#2,615
in Finance & Insurance (8,869 peers)
+12.1%
assets growth YoY

Earl Bacon Agency, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Earl Bacon Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,420,800 42nd percentile higher than 42% 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

Earl Bacon Agency, Inc. 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. Earl Bacon Agency, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Earl Bacon Agency, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Earl Bacon Agency, Inc. Employee Stock Ownership Plan reported participants fell from 34 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591031594 · Earl Bacon Agency, Inc. PY 2023 · ESOP

Earl Bacon Agency, Inc. Employee Stock Ownership Plan · $4M · 32 · 42nd

  • PCT $4M
  • EIN 32
  • RANK 42nd
  • PHOTO ESOP
  • IND near Benjamin Obdyke Incorporated Employee Stock Ownership Plan
  • EOY ind #2615

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 →

Earl Bacon Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Highland Consulting Associates, Inc. Employee Stock Ownership PlanHighland Consulting Associat…$4MEarl Bacon Agency, Inc. Employee Stock Ownership PlanEarl Bacon Agency, Inc. Empl…$4MBenjamin Obdyke Incorporated Employee Stock Ownership PlanBenjamin Obdyke Incorporated…$4MH&m Employee Stock Ownership PlanH&m Employee Stock Ownership…$4MMerchants Bancorp Employee Stock Ownership PlanMerchants Bancorp Employee S…$4M
End-of-year total assets ($M) among Earl Bacon Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Earl Bacon Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Earl Bacon Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.457448170259536% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.95M $4.67M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 34 $4M
2023 1 32 $4M
2024 1 30 $5M

Earl Bacon Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$483K
Employer EIN591031594
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Earl Bacon Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Earl Bacon Agency, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0044208 · Participants: 32Earl Bacon Agency, Inc. 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
Earl Bacon Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Earl Bacon Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Earl Bacon Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Benjamin Obdyke Incorporated Employee Stock Ownership Plan in PA ($4M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Earl Bacon Agency, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Earl Bacon Agency, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.1% during 2023, from $4M to $4M. Reported net income was $483K.
How have Earl Bacon Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Earl Bacon Agency, Inc.'s sponsor-wide assets grew 18.5%, from $4M to $5M.
Which ESOP plans are similar in size to Earl Bacon Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Benjamin Obdyke Incorporated Employee Stock Ownership Plan in PA ($4M, 21 participants).
Which ESOP plans cover a similar participant headcount to Earl Bacon Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 591031594.

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.