ESOP · DOL Form 5500 · 2023
Insurance Office of America, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 1,066
- Participants Near avg headcount
- 55th
- Percentile by assets National rank
- $7,817
- Avg per participant Low balance/head
Official DOL plan name: Insurance Office of America, Inc. Employee Stock Ownership Plan · Sponsored by Insurance Office of America, Inc. · Florida · Finance & Insurance
$8M in assets, 1,066 participants
Insurance Office of America, Inc.'s Insurance Office of America, Inc. Employee Stock Ownership Plan reported $8M in total assets and 1,066 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #3,510 in Finance & Insurance (8,869 peers)
Insurance Office of America, Inc. multi-year trail
Insurance Office of America, Inc.'s plans moved +46.8% in assets from 2022 to 2024; this filing shows Insurance Office of America, Inc. Employee Stock Ownership Plan at $8M / 1,066 participants.
- #3,510
- in Finance & Insurance (8,869 peers)
- +6.3%
- assets growth YoY
Insurance Office of America, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Insurance Office of America, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,332,604 Top 45% higher than 55% 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
Insurance Office of America, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurance Office of America, Inc. Employee Stock Ownership Plan lands in the large band (1,066 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Insurance Office of America, Inc. Employee Stock Ownership Plan reported net income rose from -$99K in the plan year 2022 filing to $515K in the plan year 2023 filing.
- Insurance Office of America, Inc. Employee Stock Ownership Plan reported participants rose from 978 in the plan year 2022 filing to 1,066 in the plan year 2023 filing.
- Insurance Office of America, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 592472656 · Insurance Office of America, Inc. PY 2023 · ESOP
Insurance Office of America, Inc. Employee Stock Ownership Plan · $8M · 1,066 · 55th
- NET $8M
- NET 1,066
- NET 55th
- NET ESOP
- NET near Pinnacle Financial Corporation Employee Stock Ownership Plan
- NET ind #3510
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 →
Insurance Office of America, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Insurance Office of America, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Insurance Office of America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 46.82580956274197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,043 | $63M |
| 2023 | 2 | 2,246 | $78M |
| 2024 | 2 | 2,354 | $93M |
Insurance Office of America, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $515K |
| Employer EIN | 592472656 |
| Plan Effective Date | 2003-01-01 |
| 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
Insurance Office of America, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Pinnacle Financial Corporation Employee Stock Ownership Plan in GA ($8M); by covered participants it is C&k Market, Inc. Employee Stock Ownership Plan in OR (1,066 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,066 participants); asset peers above are excluded.
- C&k Market, Inc. Employee Stock Ownership Plan (OR) 1,066 · 0 off
- Vgm Group, Inc. Employee Stock Ownership Plan (IA) 1,070 · 4 off
- Envision Management Holding, Inc. Employee Stock Ownership Plan (CO) 1,075 · 9 off
- Pima Medical Institute Employee Stock Ownership Plan (AZ) 1,057 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.