ESOP · DOL Form 5500 · 2024

Fbmc Benefits Management, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
85
Participants Small participant base
58th
Percentile by assets National rank
$129,273
Avg per participant Near avg balance/head
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Official DOL plan name: Fbmc Benefits Management Employee Stock Ownership Plan · Sponsored by Fbmc Benefits Management, Inc. · Florida · Finance & Insurance

$11M in assets, 85 participants

Fbmc Benefits Management, Inc.'s Fbmc Benefits Management Employee Stock Ownership Plan reported $11M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,562 in Finance & Insurance (8,549 peers)

Fbmc Benefits Management, Inc. multi-year trail

Fbmc Benefits Management, Inc.'s plans moved +51.5% in assets from 2022 to 2024; this filing shows Fbmc Benefits Management Employee Stock Ownership Plan at $11M / 85 participants.

#3,562
in Finance & Insurance (8,549 peers)
+35.6%
assets growth YoY

Fbmc Benefits Management Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Fbmc Benefits Management Employee Stock Ownership Plan vs every filed plan by assets

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

$10,988,169 Top 42% higher than 58% 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

Fbmc Benefits Management 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. Fbmc Benefits Management Employee Stock Ownership Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fbmc Benefits Management Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Fbmc Benefits Management Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Fbmc Benefits Management Employee Stock Ownership Plan reported participants fell from 99 in the plan year 2023 filing to 85 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591657263 · Fbmc Benefits Management, Inc. PY 2024 · ESOP

Fbmc Benefits Management Employee Stock Ownership Plan · $11M · 85 · 58th

  • PART $11M
  • TYPE 85
  • NET 58th
  • BOOK ESOP
  • VS-ST near First Fontanelle Employee Stock Ownership Plan
  • BOY ind #3562

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 →

Fbmc Benefits Management Employee Stock Ownership Plan in the asset neighbourhood

American Electric Supply, Inc. Employee Stock Ownership PlanAmerican Electric Supply, In…$11MWarren G. Bender Co. Employee Stock Ownership PlanWarren G. Bender Co. Employe…$11MFbmc Benefits Management Employee Stock Ownership PlanFbmc Benefits Management Emp…$11MFirst Fontanelle Employee Stock Ownership PlanFirst Fontanelle Employee St…$11MPacifica Graduate Institute Employees' Retirement PlanPacifica Graduate Institute …$11M
End-of-year total assets ($M) among Fbmc Benefits Management Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Fbmc Benefits Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fbmc Benefits Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 51.52036352680233% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.1M $19.8M ▲ +51.5%
Year Plans Participants Total Assets
2022 2 219 $13M
2023 2 209 $16M
2024 2 184 $20M

Fbmc Benefits Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN591657263
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Fbmc Benefits Management Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Fbmc Benefits Management Employee Stock Ownership Plan, Total assets ($B): 0.010988169 · Participants: 85Fbmc Benefits Management 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
Fbmc Benefits Management Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Fbmc Benefits Management Employee Stock Ownership Plan side-by-side with 3 peers →

Fbmc Benefits Management Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is First Fontanelle Employee Stock Ownership Plan in IA ($11M); by covered participants it is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Fbmc Benefits Management Employee Stock Ownership Plan assets move in 2024? ▼
Fbmc Benefits Management Employee Stock Ownership Plan surged - up 35.6% during 2024, from $8M to $11M. Reported net income was $3M.
How have Fbmc Benefits Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fbmc Benefits Management, Inc.'s sponsor-wide assets grew 51.5%, from $13M to $20M.
Which ESOP plans are similar in size to Fbmc Benefits Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First Fontanelle Employee Stock Ownership Plan in IA ($11M, 45 participants).
Which ESOP plans cover a similar participant headcount to Fbmc Benefits Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants, $8M 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 591657263.

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.