ESOP · DOL Form 5500 · 2023

Brent Scarbrough & Company, Inc. ESOP

Data updated 2026-08-11

$367M
Total assets
439
Participants
97th
Percentile by assets
$835,968
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$367M
total plan assets (2023 EOY)
439
covered participants
97th
percentile by assets (of 127,072 plans)
$835,968
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Industry

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Brent Scarbrough & Company Employee Stock Ownership Plan reports 439 participants - about 40% of that state average ($367M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$253M
Net Assets (End of Year)$363M
Net Income$114M
Employer EIN581761943
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brent Scarbrough & Company, Inc.)

$200M$300M$400M$500M$600M 202220232024 $253M $522M ▲ +106.6%
Total plan assets by year, all Brent Scarbrough & Company, Inc. plans on file
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.

Brent Scarbrough & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

Brent Scarbrough & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0200400600800 Total assets ($M) Participants Brent Scarbrough & C…Warehouse Home Furni…Choate Construction …Aubrey Silvey Enterp…Dixie Plywood and Lu…Georgia Cryoservices…
Brent Scarbrough & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Brent Scarbrough & Company Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Brent Scarbrough & Company Employee Stock Ownership Plan assets move in 2023?
Brent Scarbrough & Company Employee Stock Ownership Plan surged - up 45.1% during 2023, from $253M to $367M. Reported net income was $114M.
How have Brent Scarbrough & Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Brent Scarbrough & Company, Inc.'s sponsor-wide assets grew 106.6%, from $253M to $522M.
Where does Brent Scarbrough & Company Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Brent Scarbrough & Company Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Brent Scarbrough & Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Urschel Laboratories Employee Stock Ownership Plan in IN ($366M, 487 participants).

Next read for Brent Scarbrough & Company Employee Stoc…

Filing takeaways

Ways to act on Brent Scarbrough & Company Employee Stock Ownership Plan's numbers.

  • By total assets, Brent Scarbrough & Company Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Georgia. Compare plans
  • Brent Scarbrough & Company, Inc.'s sponsor-wide assets have grown 106.6% since 2022 across 3 plan years on file. More Construction plans