ESOP · DOL Form 5500 · 2024
Gulf Breeze Management Services of S. W. Fl, Inc. ESOP
Data updated 2026-08-25
- $165K
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $5,159
- 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
$165K in assets, 32 participants
Gulf Breeze Management Services of S. W. Fl, Inc.'s Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan reported $165K in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #603 in Real Estate (4,605 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 $165K / 32 participants.
- #603
- in Real Estate (4,605 peers)
- -35.1%
- assets change YoY
The plan reported a net loss of $68K 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 2024 · DOL Form 5500
$165,084 9th percentile higher than 9% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Gbms of S. W. Fl, 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. Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan reported net income rose from -$184K in the plan year 2023 filing to -$68K in the plan year 2024 filing.
- Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan end-of-year assets fell from $254K in the plan year 2023 filing to $165K in the plan year 2024 filing.
- Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan reported participants rose from 30 in the plan year 2023 filing to 32 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 331039027 · Gulf Breeze Management Services of S. W. Fl, Inc. PY 2024 · ESOP
Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan · $165K · 32 · 9th
- RANK $165K
- PHOTO 32
- IND 9th
- EOY ESOP
- 5500 near Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust
- ASSETS ind #603
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 (2024)
| Total Assets (Beginning of Year) | $254K |
|---|---|
| Net Assets (End of Year) | $163K |
| Net Income | -$68K |
| 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 $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
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 Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust in IL ($165K); by covered participants it is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165K here).
- Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust (IL) $165K · 12
- Carmen Group Incorporated Employee Stock Ownership Plan and Trust (DC) $163K · 6
- Greater State Bancshares Corp Employee Stock Ownership Plan (TX) $168K · 25
- Micro-Matics Inc. Employee Stock Ownership Plan (MN) $168K · 40
Similar participant headcount
Nearest other-state filings by covered participants (32 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.