ESOP · DOL Form 5500 · 2023

Earthbalance Corporation ESOP

Data updated 2026-08-11

$19M
Total assets: 63
Participants: 71st
Percentile by assets: $298,374
Avg per participant

Official DOL plan name: Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation · Sponsored by Earthbalance Corporation · Florida · Construction

$19M in assets, 63 participants

Earthbalance Corporation's Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation reported $19M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

71st percentile by assets (of 127,072 plans)
#6,341 in Construction (9,030 peers)

Earthbalance Corporation multi-year trail

Earthbalance Corporation's plans moved +84.0% in assets from 2022 to 2024; this filing shows Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation at $19M / 63 participants.

$19M
total plan assets (2023 EOY): 63
covered participants: 71st
percentile by assets (of 127,072 plans): $298,374
avg assets per participant

Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation reported net income rose from $413K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation reported participants fell from 72 in the plan year 2022 filing to 63 in the plan year 2023 filing.
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Construction

Earthbalance Corporation across 3 plan years on file

Across the 3 plan years Earthbalance Corporation has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $31M, a gain of 84.0%, while reported participants moved from 72 to 64 (-11.1%). Peak year by sponsor assets: 2024 ($31M); trough: 2022 ($17M).

Earthbalance Corporation multi-year asset trail

Total plan assets by year, all Earthbalance Corporation plans on file

Year	Plans	Participants	Total Assets
2022	1	72	$17M
2023	1	63	$19M
2024	1	64	$31M

Earthbalance Corporation filing trail (2023)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$18M
Net Income	$2M
Employer EIN	592612208
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Florida

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

Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation vs. nearby ESOP plans in Florida, assets vs. participants

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
Rsr Employee Stock Ownership Plan $390M · 382
Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365

Compare Employee Stock Ownership Plan & Trust fo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation by total assets, not by location.

Vic's Crane & Heavy Haul, Inc. Employee Stock Ownership Plan (MN) $19M · 44
Conrad Fire Equipment Employee Stock Ownership Plan (KS) $19M · 26
Sea Engineering, Inc. Employee Stock Ownership Plan (HI) $19M · 46
Trust Company of Vermont Employee Stock Ownership Plan (VT) $19M · 43

Frequently Asked Questions

How did Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation assets move in 2023? ▼

Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation grew at a solid clip - up 11.6% during 2023, from $17M to $19M. Reported net income was $2M.

How have Earthbalance Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Earthbalance Corporation's sponsor-wide assets grew 84.0%, from $17M to $31M.

Which ESOP plans are similar in size to Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation? ▼

Among ESOP plans in other states, the closest by assets is Vic's Crane & Heavy Haul, Inc. Employee Stock Ownership Plan in MN ($19M, 44 participants).

Next read for Employee Stock Ownership Plan & Trust fo…

Multi-year trail

Ways to act on Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation's numbers.

By total assets, Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
Earthbalance Corporation's sponsor-wide assets have grown 84.0% since 2022 across 3 plan years on file. More Construction plans

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 592612208.