401(k) · DOL Form 5500 · 2024

Bloom Insurance Agency, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
886
Participants Near avg headcount
56th
Percentile by assets National rank
$11,238
Avg per participant Low balance/head
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Official DOL plan name: Bloom Insurance Agency, LLC Retirement Plan · Sponsored by Bloom Insurance Agency, LLC · Indiana · Finance & Insurance

$10M in assets, 886 participants

Bloom Insurance Agency, LLC's Bloom Insurance Agency, LLC Retirement Plan reported $10M in total assets and 886 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,369 in Finance & Insurance (8,549 peers)

Bloom Insurance Agency, LLC multi-year trail

Bloom Insurance Agency, LLC's plans moved +84.7% in assets from 2022 to 2024; this filing shows Bloom Insurance Agency, LLC Retirement Plan at $10M / 886 participants.

#3,369
in Finance & Insurance (8,549 peers)
+26.9%
assets growth YoY

Bloom Insurance Agency, LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Bloom Insurance Agency, LLC Retirement Plan vs every filed plan by assets

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

$9,956,836 Top 44% higher than 56% 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 Insurance Agency, LLC Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bloom Insurance Agency, LLC Retirement Plan sits mid-pack in the medium band (886 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bloom Insurance Agency, LLC Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Bloom Insurance Agency, LLC Retirement Plan reported participants rose from 763 in the plan year 2023 filing to 886 in the plan year 2024 filing.
  • Bloom Insurance Agency, LLC Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 260640936 · Bloom Insurance Agency, LLC PY 2024 · 401(k)

Bloom Insurance Agency, LLC Retirement Plan · $10M · 886 · 56th

  • RANK $10M
  • PHOTO 886
  • IND 56th
  • EOY 401(k)
  • 5500 near Midland Container Corporation Cash or Deferred Ps Plan
  • ASSETS ind #3369

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 Finance & Insurance retirement plans → · Plans in Indiana →

Bloom Insurance Agency, LLC Retirement Plan in the asset neighbourhood

Bloom Insurance Agency, LLC Retirement PlanBloom Insurance Agency, LLC …$10MMidland Container Corporation Cash or Deferred Ps PlanMidland Container Corporatio…$10MHallman Automotive Group 401(k) Retirement Savings PlanHallman Automotive Group 401…$10MTax Deferred Annuity Plan of Jewish Family Service of Atlantic CountyTax Deferred Annuity Plan of…$10MMikros Engineering Profit Sharing 401(k) PlanMikros Engineering Profit Sh…$10M
End-of-year total assets ($M) among Bloom Insurance Agency, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bloom Insurance Agency, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bloom Insurance Agency, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 84.65712684949946% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.39M $9.96M ▲ +84.8%
Year Plans Participants Total Assets
2022 1 293 $5M
2023 1 763 $8M
2024 1 886 $10M

Bloom Insurance Agency, LLC filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN260640936
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Bloom Insurance Agency, LLC Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bloom Insurance Agency, LLC Retirement Plan, Total assets ($B): 0.009956836 · Participants: 886Bloom Insurance Agency, LLC Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Bloom Insurance Agency, LLC Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Bloom Insurance Agency, LLC Retirement Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Midland Container Corporation Cash or Deferred Ps Plan in WI ($10M); by covered participants it is Genedx Holdings Corp. 401(k) Plan in CT (886 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (886 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 Insurance Agency, LLC Retirement Plan assets move in 2024? ▼
Bloom Insurance Agency, LLC Retirement Plan grew sharply - up 26.9% during 2024, from $8M to $10M. Reported net income was $2M.
How have Bloom Insurance Agency, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bloom Insurance Agency, LLC's sponsor-wide assets grew 84.7%, from $5M to $10M.
Which 401(k) plans are similar in size to Bloom Insurance Agency, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midland Container Corporation Cash or Deferred Ps Plan in WI ($10M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Bloom Insurance Agency, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genedx Holdings Corp. 401(k) Plan in CT (886 participants, $138M 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 260640936.

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.