ESOP · DOL Form 5500 · 2023

Earthbalance Corporation ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
63
Participants Small participant base
71st
Percentile by assets National rank
$298,374
Avg per participant High balance/head
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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.

  • #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.

#6,341
in Construction (9,030 peers)
+11.6%
assets growth YoY

Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation's outsized position by total assets

Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation vs every filed plan by assets

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

$18,797,566 Top 29% higher than 71% 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

Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 592612208 · Earthbalance Corporation PY 2023 · ESOP

Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation · $19M · 63 · 71st

  • ASSETS $19M
  • PCT 63
  • EIN 71st
  • RANK ESOP
  • PHOTO near Vic's Crane & Heavy Haul, Inc. Employee Stock Ownership Plan
  • IND ind #6341

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 →

Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation in the asset neighbourhood

Sea Engineering, Inc. Employee Stock Ownership PlanSea Engineering, Inc. Employ…$19MTrust Company of Vermont Employee Stock Ownership PlanTrust Company of Vermont Emp…$19MEmployee Stock Ownership Plan & Trust for the Employees of Earthbalance CorporationEmployee Stock Ownership Pla…$19MVic's Crane & Heavy Haul, Inc. Employee Stock Ownership PlanVic's Crane & Heavy Haul, In…$19MConrad Fire Equipment Employee Stock Ownership PlanConrad Fire Equipment Employ…$19M
End-of-year total assets ($M) among Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Earthbalance Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Earthbalance Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$31M 83.97591410344604% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $16.8M $31M ▲ +84.0%
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 EIN592612208
Plan Effective Date2007-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation, Total assets ($B): 0.018797566 · Participants: 63Employee Stock Ownership Plan & Trust for the Employees of Earthbalance CorporationPublix 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
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation vs. nearby ESOP plans in Florida, assets vs. participants
Compare Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation side-by-side with 3 peers →

Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Vic's Crane & Heavy Haul, Inc. Employee Stock Ownership Plan in MN ($19M); by covered participants it is The First National Bank Employee Stock Ownership Plan in IL (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 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).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation? ▼
Among ESOP plans in other states, the closest by covered participants is The First National Bank Employee Stock Ownership Plan in IL (63 participants, $355 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 592612208.

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.