ESOP · DOL Form 5500 · 2023
Gulf Breeze Management Services of S. W. Fl, Inc. ESOP
Data updated 2026-08-25
- $254K
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $8,482
- Avg per participant Low balance/head
Official DOL plan name: Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan · Sponsored by Gulf Breeze Management Services of S. W. Fl, Inc. · Florida · Real Estate
$254K in assets, 30 participants
Gulf Breeze Management Services of S. W. Fl, Inc.'s Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan reported $254K in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #919 in Real Estate (4,727 peers)
Gulf Breeze Management Services of S. W. Fl, Inc. multi-year trail
Gulf Breeze Management Services of S. W. Fl, Inc.'s plans moved -63.1% in assets from 2022 to 2024; this filing shows Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan at $254K / 30 participants.
- #919
- in Real Estate (4,727 peers)
- -43.2%
- assets change YoY
The plan reported a net loss of $184K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$254,448 12th percentile higher than 12% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Gbms of S. W. Fl, 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. Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan reported net income fell from -$110K in the plan year 2022 filing to -$184K in the plan year 2023 filing.
- Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan end-of-year assets fell from $448K in the plan year 2022 filing to $254K in the plan year 2023 filing.
- Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan reported participants fell from 31 in the plan year 2022 filing to 30 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 331039027 · Gulf Breeze Management Services of S. W. Fl, Inc. PY 2023 · ESOP
Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan · $254K · 30 · 12th
- 5500 $254K
- ASSETS 30
- PCT 12th
- EIN ESOP
- RANK near Aloha Gourmet Products, Inc. Employee Stock Ownership Plan
- PHOTO ind #919
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 →
Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Gulf Breeze Management Services of S. W. Fl, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Gulf Breeze Management Services of S. W. Fl, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $165K 63.12685947090514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $448K |
| 2023 | 1 | 30 | $254K |
| 2024 | 1 | 32 | $165K |
Gulf Breeze Management Services of S. W. Fl, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $448K |
|---|---|
| Net Assets (End of Year) | $231K |
| Net Income | -$184K |
| Employer EIN | 331039027 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Aloha Gourmet Products, Inc. Employee Stock Ownership Plan in HI ($254K); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($254K here).
Similar participant headcount
Nearest other-state filings by covered participants (30 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.