ESOP · DOL Form 5500 · 2024

Earl Bacon Agency, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
30
Participants Small participant base
41st
Percentile by assets National rank
$155,779
Avg per participant Above 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

$5M in assets, 30 participants

Earl Bacon Agency, Inc.'s Earl Bacon Agency, Inc. Employee Stock Ownership Plan reported $5M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,340 in Finance & Insurance (8,549 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 $5M / 30 participants.

#2,340
in Finance & Insurance (8,549 peers)
+5.7%
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 2024 · DOL Form 5500

$4,673,356 41st percentile higher than 41% of 123,620 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 2024

Earl Bacon Agency, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 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 (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Earl Bacon Agency, Inc. Employee Stock Ownership Plan reported net income fell from $483K in the plan year 2023 filing to $236K in the plan year 2024 filing.
  • Earl Bacon Agency, Inc. Employee Stock Ownership Plan reported participants fell from 32 in the plan year 2023 filing to 30 in the plan year 2024 filing.
  • Earl Bacon Agency, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 591031594 · Earl Bacon Agency, Inc. PY 2024 · ESOP

Earl Bacon Agency, Inc. Employee Stock Ownership Plan · $5M · 30 · 41st

  • RANK $5M
  • RANK 30
  • RANK 41st
  • RANK ESOP
  • RANK near Acutec Precision Aerospace Employee Stock Ownership Plan
  • RANK ind #2340

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

Progressive Management Systems Employee Stock Ownership PlanProgressive Management Syste…$5MEarl Bacon Agency, Inc. Employee Stock Ownership PlanEarl Bacon Agency, Inc. Empl…$5MAcutec Precision Aerospace Employee Stock Ownership PlanAcutec Precision Aerospace E…$5MUtah Tank & Trailer Employee Stock Ownership PlanUtah Tank & Trailer Employee…$5MRbs Employee Stock Ownership PlanRbs Employee Stock Ownership…$5M
End-of-year total assets ($M) among Earl Bacon Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$236K
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. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Earl Bacon Agency, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004673356 · Participants: 30Earl Bacon Agency, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. 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 Acutec Precision Aerospace Employee Stock Ownership Plan in PA ($5M); by covered participants it is ESOP Partners Employee Stock Ownership Plan in WI (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Earl Bacon Agency, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.7% during 2024, from $4M to $5M. Reported net income was $236K.
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 Acutec Precision Aerospace Employee Stock Ownership Plan in PA ($5M, 428 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 ESOP Partners Employee Stock Ownership Plan in WI (30 participants, $695K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.