401(k) · DOL Form 5500 · 2024

Bloom Companies, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
55
Participants Small participant base
50th
Percentile by assets National rank
$141,531
Avg per participant Near avg balance/head
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Official DOL plan name: Bloom Companies, LLC 401(k) Plan · Sponsored by Bloom Companies, LLC · Wisconsin · Professional & Technical Services

$8M in assets, 55 participants

Bloom Companies, LLC's Bloom Companies, LLC 401(k) Plan reported $8M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,800 in Professional & Technical Services (20,173 peers)

Bloom Companies, LLC multi-year trail

Bloom Companies, LLC's plans moved +73.7% in assets from 2022 to 2024; this filing shows Bloom Companies, LLC 401(k) Plan at $8M / 55 participants.

#9,800
in Professional & Technical Services (20,173 peers)
+31.8%
assets growth YoY

Bloom Companies, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bloom Companies, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,784,199 Top 50% higher than 50% 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

Bloom Companies, LLC 401(k) 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. Bloom Companies, LLC 401(k) Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bloom Companies, LLC 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bloom Companies, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Bloom Companies, LLC 401(k) Plan reported participants fell from 65 in the plan year 2023 filing to 55 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391912223 · Bloom Companies, LLC PY 2024 · 401(k)

Bloom Companies, LLC 401(k) Plan · $8M · 55 · 50th

  • TYPE $8M
  • NET 55
  • BOOK 50th
  • VS-ST 401(k)
  • BOY near Mosby Building Arts, Ltd. 401(k) Plan
  • SCH ind #9800

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Bloom Companies, LLC 401(k) Plan in the asset neighbourhood

Bloom Companies, LLC 401(k) PlanBloom Companies, LLC 401(k) …$8MMosby Building Arts, Ltd. 401(k) PlanMosby Building Arts, Ltd. 40…$8MDiscovery Cube Orange County 401(k) PlanDiscovery Cube Orange County…$8MBikkasani, Ram, Hellstern and Chandrupatla, M.D., P.a. 401(k) Profit Sharing PlanBikkasani, Ram, Hellstern an…$8MWhittlesea-Bell Retirement 401(k) PlanWhittlesea-Bell Retirement 4…$8M
End-of-year total assets ($M) among Bloom Companies, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bloom Companies, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bloom Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 73.69814515474002% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.48M $7.78M ▲ +73.7%
Year Plans Participants Total Assets
2022 1 66 $4M
2023 1 65 $6M
2024 1 55 $8M

Bloom Companies, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN391912223
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bloom Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bloom Companies, LLC 401(k) Plan, Total assets ($B): 0.007784199 · Participants: 55Bloom Companies, LLC 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Bloom Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bloom Companies, LLC 401(k) Plan side-by-side with 3 peers →

Bloom Companies, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mosby Building Arts, Ltd. 401(k) Plan in MO ($8M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Bloom Companies, LLC 401(k) Plan assets move in 2024? ▼
Bloom Companies, LLC 401(k) Plan surged - up 31.8% during 2024, from $6M to $8M. Reported net income was $2M.
How have Bloom Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bloom Companies, LLC's sponsor-wide assets grew 73.7%, from $4M to $8M.
Which 401(k) plans are similar in size to Bloom Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mosby Building Arts, Ltd. 401(k) Plan in MO ($8M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Bloom Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M 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 391912223.

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.