ESOP · DOL Form 5500 · 2023

The Bobbitt Group, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
65
Participants Small participant base
69th
Percentile by assets National rank
$250,000
Avg per participant Above avg balance/head
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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.

  • #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.

#6,085
in Construction (9,030 peers)
+7.0%
assets growth YoY

The Bobbitt Group, Inc. Employee Stock Ownership Plan's outsized position 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

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

The Bobbitt Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bobbitt Group, Inc. Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 030506079 · The Bobbitt Group, Inc. PY 2023 · ESOP

The Bobbitt Group, Inc. Employee Stock Ownership Plan · $16M · 65 · 69th

  • PHOTO $16M
  • IND 65
  • EOY 69th
  • 5500 ESOP
  • ASSETS near Internal Data Resources, Inc. Employee Stock Ownership Plan
  • PCT ind #6085

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 →

The Bobbitt Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Bobbitt Group, Inc. Employee Stock Ownership PlanThe Bobbitt Group, Inc. Empl…$16MInternal Data Resources, Inc. Employee Stock Ownership PlanInternal Data Resources, Inc…$16MLincoln Builders, Inc. Employee Stock Ownership PlanLincoln Builders, Inc. Emplo…$16MPacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$16ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$16M
End-of-year total assets ($M) among The Bobbitt Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Bobbitt Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Bobbitt Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 45.50855387509939% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $22.1M ▲ +45.5%
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 EIN030506079
Plan Effective Date1986-03-01
Filing StatusFILING 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 Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants The Bobbitt Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 16.249979 · Participants: 65The Bobbitt Group, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
The Bobbitt Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare The Bobbitt Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Bobbitt 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 Internal Data Resources, Inc. Employee Stock Ownership Plan in GA ($16M); by covered participants it is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants). Same-state nearby plans are listed separately above.

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 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).
Which ESOP plans cover a similar participant headcount to The Bobbitt Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants, $2M in assets).

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.

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.