ESOP · DOL Form 5500 · 2024

The Bloom Organization II, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
14
Participants Small participant base
67th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: The Bloom Organization II, Inc. Employee Stock Ownership Plan · Sponsored by The Bloom Organization II, Inc. · Florida · Finance & Insurance

$17M in assets, 14 participants

The Bloom Organization II, Inc.'s The Bloom Organization II, Inc. Employee Stock Ownership Plan reported $17M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,355 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

The Bloom Organization II, Inc. Employee Stock Ownership Plan holds $17M for 14 participants - about $1.2M per participant, above the median plan by assets.

#4,355
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY

The Bloom Organization II, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Bloom Organization II, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,652,420 Top 33% higher than 67% 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

The Bloom Organization II, 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. The Bloom Organization II, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bloom Organization II, Inc. Employee Stock Ownership Plan reported net income fell from $357K in the plan year 2023 filing to $330K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 472570360 · The Bloom Organization II, Inc. PY 2024 · ESOP

The Bloom Organization II, Inc. Employee Stock Ownership Plan · $17M · 14 · 67th

  • NET $17M
  • NET 14
  • NET 67th
  • NET ESOP
  • NET near Calsoft Systems Employee Stock Ownership Plan
  • NET ind #4355

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 →

The Bloom Organization II, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Premiere Speakers Bureau, Inc. Employee Stock Ownership PlanPremiere Speakers Bureau, In…$17MJasper Rubber Products, Inc. Employee Stock Ownership PlanJasper Rubber Products, Inc.…$17MThe Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17MCalsoft Systems Employee Stock Ownership PlanCalsoft Systems Employee Sto…$17MCentrol, Inc. Restated Employee Stock Ownership Plan & TrustCentrol, Inc. Restated Emplo…$17M
End-of-year total assets ($M) among The Bloom Organization II, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income$330K
Employer EIN472570360
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bloom Organization II, Inc.)

Sponsor-wide plan assets over time

All The Bloom Organization II, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 0.16837270019920686% vs 2022
2024 filing year
$16.6M$16.6M$16.6M$16.6M$16.7M$16.7M 202220232024 $16.6M $16.7M ▲ +0.2%
Year Plans Participants Total Assets
2022 1 15 $17M
2023 1 14 $17M
2024 1 14 $17M

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Bloom Organization II, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants The Bloom Organization II, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01665242 · Participants: 14The Bloom Organization II, 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
The Bloom Organization II, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare The Bloom Organization II, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Bloom Organization II, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Calsoft Systems Employee Stock Ownership Plan in CA ($17M); by covered participants it is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 The Bloom Organization II, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
The Bloom Organization II, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $17M to $17M. Reported net income was $330K.
How have The Bloom Organization II, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bloom Organization II, Inc.'s sponsor-wide assets grew 0.2%, from $17M to $17M.
Which ESOP plans are similar in size to The Bloom Organization II, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Calsoft Systems Employee Stock Ownership Plan in CA ($17M, 88 participants).
Which ESOP plans cover a similar participant headcount to The Bloom Organization II, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants, N/A 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 472570360.

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.