ESOP · DOL Form 5500 · 2023

E-Z Bel Holdings, Inc ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
215
Participants Below avg headcount
49th
Percentile by assets National rank
$29,631
Avg per participant Low balance/head
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Official DOL plan name: E-Z Bel Employee Stock Ownership Plan · Sponsored by E-Z Bel Holdings, Inc · Texas · Construction

$6M in assets, 215 participants

E-Z Bel Holdings, Inc's E-Z Bel Employee Stock Ownership Plan reported $6M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,280 in Construction (9,030 peers)

Coverage in Texas

E-Z Bel Employee Stock Ownership Plan covers 215 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#4,280
in Construction (9,030 peers)
+28.6%
assets growth YoY

E-Z Bel Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

E-Z Bel Employee Stock Ownership Plan vs every filed plan by assets

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

$6,370,591 49th percentile higher than 49% 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

E-Z Bel 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. E-Z Bel Employee Stock Ownership Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E-Z Bel Employee Stock Ownership Plan reported net income rose from -$403K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • E-Z Bel Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • E-Z Bel Employee Stock Ownership Plan reported participants rose from 181 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741894400 · E-Z Bel Holdings, Inc PY 2023 · ESOP

E-Z Bel Employee Stock Ownership Plan · $6M · 215 · 49th

  • BOOK $6M
  • BOOK 215
  • BOOK 49th
  • BOOK ESOP
  • BOOK near Grw Engineers, Inc. Employee Stock Ownership Plan
  • BOOK ind #4280

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 Texas →

E-Z Bel Employee Stock Ownership Plan in the asset neighbourhood

Grw Engineers, Inc. Employee Stock Ownership PlanGrw Engineers, Inc. Employee…$6MBurwood Group, Inc. Employee Stock Ownership PlanBurwood Group, Inc. Employee…$6MThe Bank of Elk River Employee Stock Ownership Plan and TrustThe Bank of Elk River Employ…$6MAero Simulation, Inc. Employee Stock Ownership PlanAero Simulation, Inc. Employ…$6ME-Z Bel Employee Stock Ownership PlanE-Z Bel Employee Stock Owner…$6M
End-of-year total assets ($M) among E-Z Bel Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN741894400
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E-Z Bel Holdings, Inc)

Sponsor-wide plan assets over time

All E-Z Bel Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 30.794124274444634% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $7.38M $5.11M ▼ -30.8%
Year Plans Participants Total Assets
2022 2 331 $7M
2023 2 365 $9M
2024 2 376 $5M

Nearby ESOP Plans in Texas

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

E-Z Bel Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants E-Z Bel Employee Stock Ownership Plan, Total assets ($B): 0.006370591 · Participants: 215E-Z Bel Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
E-Z Bel Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare E-Z Bel Employee Stock Ownership Plan side-by-side with 3 peers →

E-Z Bel Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Grw Engineers, Inc. Employee Stock Ownership Plan in KY ($6M); by covered participants it is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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.

Frequently Asked Questions

How did E-Z Bel Employee Stock Ownership Plan assets move in 2023? ▼
E-Z Bel Employee Stock Ownership Plan grew sharply - up 28.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have E-Z Bel Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E-Z Bel Holdings, Inc's sponsor-wide assets declined 30.8%, from $7M to $5M.
Which ESOP plans are similar in size to E-Z Bel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Grw Engineers, Inc. Employee Stock Ownership Plan in KY ($6M, 196 participants).
Which ESOP plans cover a similar participant headcount to E-Z Bel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (215 participants, $7M 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 741894400.

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.