ESOP · DOL Form 5500 · 2023

The Bloom Organization II, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
14
Participants Small participant base
69th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: The Bloom Organization II, Inc. Employee Stock Ownership Plan · Sponsored by The Bloom Organization II, Inc. · Florida · Finance & Insurance

$17M in assets, 14 participants

The Bloom Organization II, Inc.'s The Bloom Organization II, Inc. Employee Stock Ownership Plan reported $17M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,864 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

The Bloom Organization II, Inc. Employee Stock Ownership Plan holds $17M for 14 participants - about $1.2M per participant, above the median plan by assets.

#4,864
in Finance & Insurance (8,869 peers)
+0.2%
assets growth YoY

The Bloom Organization II, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Bloom Organization II, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,651,420 Top 31% higher than 69% 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

The Bloom Organization II, 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. The Bloom Organization II, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bloom Organization II, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $357K in the plan year 2023 filing.
  • The Bloom Organization II, Inc. Employee Stock Ownership Plan reported participants fell from 15 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472570360 · The Bloom Organization II, Inc. PY 2023 · ESOP

The Bloom Organization II, Inc. Employee Stock Ownership Plan · $17M · 14 · 69th

  • EIN $17M
  • RANK 14
  • PHOTO 69th
  • IND ESOP
  • EOY near Pro Food Systems, Inc. Employee Stock Ownership Plan
  • 5500 ind #4864

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 →

The Bloom Organization II, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Schier Products Company Employee Stock Ownership PlanSchier Products Company Empl…$17MThe Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17MPro Food Systems, Inc. Employee Stock Ownership PlanPro Food Systems, Inc. Emplo…$17MMid-America Apartment Communities, Inc. Employees' Stock Ownership PlanMid-America Apartment Commun…$17MBroulim's Employee Stock Ownership PlanBroulim's Employee Stock Own…$17M
End-of-year total assets ($M) among The Bloom Organization II, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income$357K
Employer EIN472570360
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bloom Organization II, Inc.)

Sponsor-wide plan assets over time

All The Bloom Organization II, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 0.16837270019920686% vs 2022
2024 filing year
$16.6M$16.6M$16.6M$16.6M$16.7M$16.7M 202220232024 $16.6M $16.7M ▲ +0.2%
Year Plans Participants Total Assets
2022 1 15 $17M
2023 1 14 $17M
2024 1 14 $17M

Nearby ESOP Plans in Florida

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

The Bloom Organization II, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants The Bloom Organization II, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01665142 · Participants: 14The Bloom Organization II, 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
The Bloom Organization II, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare The Bloom Organization II, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Bloom Organization II, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Pro Food Systems, Inc. Employee Stock Ownership Plan in MO ($17M); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 The Bloom Organization II, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Bloom Organization II, Inc. Employee Stock Ownership Plan held essentially flat - up 0.2% during 2023, from $17M to $17M. Reported net income was $357K.
How have The Bloom Organization II, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bloom Organization II, Inc.'s sponsor-wide assets grew 0.2%, from $17M to $17M.
Which ESOP plans are similar in size to The Bloom Organization II, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pro Food Systems, Inc. Employee Stock Ownership Plan in MO ($17M, 193 participants).
Which ESOP plans cover a similar participant headcount to The Bloom Organization II, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eureka Homestead ESOP in LA (14 participants, $2M 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 472570360.

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.