ESOP · DOL Form 5500 · 2024
Earthbalance Corporation ESOP
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 64
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $484,065
- Avg per participant High balance/head
Official DOL plan name: Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation · Sponsored by Earthbalance Corporation · Florida · Construction
$31M in assets, 64 participants
Earthbalance Corporation's Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation reported $31M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #6,902 in Construction (9,039 peers)
Where Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation sits by assets
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation sits in the top quartile of all filed plans by assets, $31M for 64 participants (~$484,065/participant), up 64.8% in 2024.
- #6,902
- in Construction (9,039 peers)
- +64.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation's outsized position by total assets
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,980,131 Top 22% higher than 78% 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
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation reported net income rose from $2M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation end-of-year assets rose from $19M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation reported participants rose from 63 in the plan year 2023 filing to 64 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 592612208 · Earthbalance Corporation PY 2024 · ESOP
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation · $31M · 64 · 78th
- EBSA $31M
- EBSA 64
- EBSA 78th
- EBSA ESOP
- EBSA near Kimberlite Corporation Employee Stock Ownership Plan
- EBSA ind #6902
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 →
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $10M |
| Employer EIN | 592612208 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Earthbalance Corporation)
Sponsor-wide plan assets over time
All Earthbalance Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 83.97591410344604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $17M |
| 2023 | 1 | 63 | $19M |
| 2024 | 1 | 64 | $31M |
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
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Kimberlite Corporation Employee Stock Ownership Plan in CA ($31M); by covered participants it is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Kimberlite Corporation Employee Stock Ownership Plan (CA) $31M · 112
- Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions (PA) $31M · 151
- Collaborative Testing Services, Inc. Employee Stock Ownership Plan (VA) $31M · 23
- Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust (OK) $31M · 223
Similar participant headcount
Nearest other-state filings by covered participants (64 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.