ESOP · DOL Form 5500 · 2023

Cubex, Inc. ESOP

Data updated 2026-08-25

$3K
Total assets Small plan by assets
N/A
Participants Small participant base
1st
Percentile by assets National rank
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Official DOL plan name: Cubex, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Cubex, Inc. · South Carolina · Professional & Technical Services

$3K in assets, N/A participants

Cubex, Inc.'s Cubex, Inc. Employee Stock Ownership Plan and Trust reported $3K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #181 in Professional & Technical Services (20,321 peers)

Cubex, Inc. multi-year trail

Cubex, Inc.'s plans moved -99.5% in assets from 2022 to 2024; this filing shows Cubex, Inc. Employee Stock Ownership Plan and Trust at $3K / N/A participants.

#181
in Professional & Technical Services (20,321 peers)
-99.1%
assets change YoY

The plan reported a net loss of $354K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cubex, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Cubex, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,351 1st percentile higher than 1% of 127,068 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 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cubex, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$94K in the plan year 2022 filing to -$354K in the plan year 2023 filing.
  • Cubex, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $354K in the plan year 2022 filing to $3K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581811849 · Cubex, Inc. PY 2023 · ESOP

Cubex, Inc. Employee Stock Ownership Plan and Trust · $3K · N/A · 1st

  • BOOK $3K
  • BOOK N/A
  • BOOK 1st
  • BOOK ESOP
  • BOOK near Wheaton Securities Inc Employee Stock Ownership Plan and Trust
  • BOOK ind #181

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 South Carolina →

Cubex, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Cubex, Inc. Employee Stock Ownership Plan and TrustCubex, Inc. Employee Stock O…$3KWheaton Securities Inc Employee Stock Ownership Plan and TrustWheaton Securities Inc Emplo…$3KC.I. Consulting Company Employee Stock Ownership PlanC.I. Consulting Company Empl…$4KTcgh ESOP Plan$3KFontana Lithograph, Inc. Employee Stock Ownership PlanFontana Lithograph, Inc. Emp…$3K
End-of-year total assets ($M) among Cubex, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Cubex, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cubex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2K 99.47982078001426% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.35M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 N/A $354K
2023 1 N/A $3K
2024 1 N/A $2K

Cubex, Inc. filing trail (2023)

Total Assets (Beginning of Year)$354K
Net Assets (End of Year)N/A
Net Income-$354K
Employer EIN581811849
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Cubex, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20020406080 Total assets ($M) Participants Cubex, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 0.003351 · Participants: 0Cubex, Inc. Employee Stock Ownership Plan and TrustBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Cubex, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Cubex, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Cubex, Inc. Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by assets

Outside South Carolina, the nearest ESOP by end-of-year assets is Wheaton Securities Inc Employee Stock Ownership Plan and Trust in IL at $3K (this filing: $3K).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cubex, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Cubex, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 99.1% during 2023, from $354K to $3K. Reported net income was -$354K.
How have Cubex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cubex, Inc.'s sponsor-wide assets declined 99.5%, from $354K to $2K.
Where does Cubex, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Cubex, Inc. Employee Stock Ownership Plan and Trust ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Cubex, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Wheaton Securities Inc Employee Stock Ownership Plan and Trust in IL ($3K, 2 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581811849.

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.