ESOP · DOL Form 5500 · 2022

Tbm Consulting Group, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
68
Participants Small participant base
77th
Percentile by assets National rank
$297,854
Avg per participant High balance/head
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Official DOL plan name: Tbm Consulting Group, Inc. Employee Stock Ownership Plan · Sponsored by Tbm Consulting Group, Inc. · North Carolina · Professional & Technical Services

$20M in assets, 68 participants

Tbm Consulting Group, Inc.'s Tbm Consulting Group, Inc. Employee Stock Ownership Plan reported $20M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,753 in Professional & Technical Services (21,562 peers)

Where Tbm Consulting Group, Inc. Employee Stock Ownership Plan sits by assets

Tbm Consulting Group, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $20M for 68 participants (~$297,854/participant), up 6.2% in 2022.

#16,753
in Professional & Technical Services (21,562 peers)
+6.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Tbm Consulting Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Tbm Consulting Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,254,063 Top 23% higher than 77% of 139,123 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 2022

Tbm Consulting Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tbm Consulting Group, Inc. Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 061313147 · Tbm Consulting Group, Inc. PY 2022 · ESOP

Tbm Consulting Group, Inc. Employee Stock Ownership Plan · $20M · 68 · 77th

  • PCT $20M
  • EIN 68
  • RANK 77th
  • PHOTO ESOP
  • IND near Gibson Insurance Agency, Inc. Employee Stock Ownership Plan
  • EOY ind #16753

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 North Carolina →

Tbm Consulting Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fpl Advisory Group Holdings Co. Employee Stock Ownership PlanFpl Advisory Group Holdings …$20MPipe Distributors, Inc. Employee Stock Ownership PlanPipe Distributors, Inc. Empl…$20MTbm Consulting Group, Inc. Employee Stock Ownership PlanTbm Consulting Group, Inc. E…$20MGibson Insurance Agency, Inc. Employee Stock Ownership PlanGibson Insurance Agency, Inc…$20MEdmund a. Allen Lumber Company Employee Stock Ownership PlanEdmund a. Allen Lumber Compa…$20M
End-of-year total assets ($M) among Tbm Consulting Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN061313147
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tbm Consulting Group, Inc.)

Sponsor-wide plan assets over time

All Tbm Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 10.768091320738955% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $20.3M $18.1M ▼ -10.8%
Year Plans Participants Total Assets
2022 1 68 $20M
2023 1 51 $19M
2024 1 50 $18M

Nearby ESOP Plans in North Carolina

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

Tbm Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Tbm Consulting Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020254063 · Participants: 68Tbm Consulting Group, Inc. Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Tbm Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Tbm Consulting Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tbm Consulting Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Gibson Insurance Agency, Inc. Employee Stock Ownership Plan in IN ($20M); by covered participants it is Cmg, Inc. in WI (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tbm Consulting Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Tbm Consulting Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.2% during 2022, from $19M to $20M. Reported net income was $2M.
How have Tbm Consulting Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tbm Consulting Group, Inc.'s sponsor-wide assets declined 10.8%, from $20M to $18M.
Where does Tbm Consulting Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tbm Consulting Group, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Tbm Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gibson Insurance Agency, Inc. Employee Stock Ownership Plan in IN ($20M, 137 participants).
Which ESOP plans cover a similar participant headcount to Tbm Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cmg, Inc. in WI (68 participants, $126M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061313147.

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.