ESOP · DOL Form 5500 · 2023

The Bobbitt Group, Inc. ESOP

Data updated 2026-08-11

$16M
Total assets: 65
Participants: 69th
Percentile by assets: $250,000
Avg per participant

Official DOL plan name: The Bobbitt Group, Inc. Employee Stock Ownership Plan · Sponsored by The Bobbitt Group, Inc. · North Carolina · Construction

$16M in assets, 65 participants

The Bobbitt Group, Inc.'s The Bobbitt Group, Inc. Employee Stock Ownership Plan reported $16M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

69th percentile by assets (of 127,072 plans)
#6,085 in Construction (9,030 peers)

The Bobbitt Group, Inc. multi-year trail

The Bobbitt Group, Inc.'s plans moved +45.5% in assets from 2022 to 2024; this filing shows The Bobbitt Group, Inc. Employee Stock Ownership Plan at $16M / 65 participants.

$16M
total plan assets (2023 EOY): 65
covered participants: 69th
percentile by assets (of 127,072 plans): $250,000
avg assets per participant

Where The Bobbitt Group, Inc. Employee Stock Ownership Plan sits by total assets

The Bobbitt Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,249,979 Top 31% higher than 69% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Bobbitt Group, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
The Bobbitt Group, Inc. Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2022 filing to 65 in the plan year 2023 filing.
The Bobbitt Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

North Carolina

Industry

Construction

The Bobbitt Group, Inc. across 3 plan years on file

Across the 3 plan years The Bobbitt Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $22M, a gain of 45.5%, while reported participants moved from 56 to 220 (+292.9%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($15M).

The Bobbitt Group, Inc. multi-year asset trail

Total plan assets by year, all The Bobbitt Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	56	$15M
2023	1	65	$16M
2024	2	220	$22M

The Bobbitt Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$16M
Net Income	$1M
Employer EIN	030506079
Plan Effective Date	1986-03-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in North Carolina

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

The Bobbitt Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144

Compare The Bobbitt Group, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Bobbitt Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Internal Data Resources, Inc. Employee Stock Ownership Plan (GA) $16M · 262
Lincoln Builders, Inc. Employee Stock Ownership Plan (LA) $16M · 76
Pacific States Petroleum Employee Stock Ownership Plan (CA) $16M · 145
E&m Logistics Inc. Employee Stock Ownership Plan (NY) $16M · 292

Frequently Asked Questions

How did The Bobbitt Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

The Bobbitt Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.0% during 2023, from $15M to $16M. Reported net income was $1M.

How have The Bobbitt Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Bobbitt Group, Inc.'s sponsor-wide assets grew 45.5%, from $15M to $22M.

Which ESOP plans are similar in size to The Bobbitt Group, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Internal Data Resources, Inc. Employee Stock Ownership Plan in GA ($16M, 262 participants).

Next read for The Bobbitt Group, Inc. Employee Stock O…

Multi-year trail

Ways to act on The Bobbitt Group, Inc. Employee Stock Ownership Plan's numbers.

By total assets, The Bobbitt Group, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
The Bobbitt Group, Inc.'s sponsor-wide assets have grown 45.5% since 2022 across 3 plan years on file. More Construction plans

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 030506079.