ESOP · DOL Form 5500 · 2023
Brent Scarbrough & Company, Inc. ESOP
Data updated 2026-08-25
- $367M
- Total assets Above avg plan size
- 439
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $835,968
- Avg per participant High balance/head
Official DOL plan name: Brent Scarbrough & Company Employee Stock Ownership Plan · Sponsored by Brent Scarbrough & Company, Inc. · Georgia · Construction
$367M in assets, 439 participants
Brent Scarbrough & Company, Inc.'s Brent Scarbrough & Company Employee Stock Ownership Plan reported $367M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,680 in Construction (9,030 peers)
Coverage in Georgia
Brent Scarbrough & Company Employee Stock Ownership Plan covers 439 participants in Georgia, about 40% of the average Georgia filer (state average ~1,096 per filing). Assets: $367M.
- #8,680
- in Construction (9,030 peers)
- +45.1%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Brent Scarbrough & Company Employee Stock Ownership Plan's outsized position by total assets
Brent Scarbrough & Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$366,989,824 Top 3% higher than 97% 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
Brent Scarbrough & Company Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brent Scarbrough & Company Employee Stock Ownership Plan sits mid-pack in the medium band (439 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brent Scarbrough & Company Employee Stock Ownership Plan reported net income rose from $60M in the plan year 2022 filing to $114M in the plan year 2023 filing.
- Brent Scarbrough & Company Employee Stock Ownership Plan end-of-year assets rose from $253M in the plan year 2022 filing to $367M in the plan year 2023 filing.
- Brent Scarbrough & Company Employee Stock Ownership Plan reported participants rose from 427 in the plan year 2022 filing to 439 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 581761943 · Brent Scarbrough & Company, Inc. PY 2023 · ESOP
Brent Scarbrough & Company Employee Stock Ownership Plan · $367M · 439 · 97th
- TYPE $367M
- NET 439
- BOOK 97th
- VS-ST ESOP
- BOY near Urschel Laboratories Employee Stock Ownership Plan
- SCH ind #8680
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 Georgia →
Brent Scarbrough & Company Employee Stock Ownership Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $253M |
|---|---|
| Net Assets (End of Year) | $363M |
| Net Income | $114M |
| Employer EIN | 581761943 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brent Scarbrough & Company, Inc.)
Sponsor-wide plan assets over time
All Brent Scarbrough & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $522M 106.57952426507752% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 427 | $253M |
| 2023 | 1 | 439 | $367M |
| 2024 | 1 | 485 | $522M |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $665M · 1,772
- Choate Construction Company Employee Stock Ownership Plan $408M · 454
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $222M · 424
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $208M · 327
- Georgia Cryoservices Employee Stock Ownership Plan $130M · 33
Brent Scarbrough & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Urschel Laboratories Employee Stock Ownership Plan in IN ($366M); by covered participants it is 4top Hospitality Group, Inc. Employee Stock Ownership Plan in TN (439 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($367M here).
Similar participant headcount
Nearest other-state filings by covered participants (439 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.