ESOP · DOL Form 5500 · 2023

The Broussard Group, Inc. Dba Tbg Partners ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
96
Participants Small participant base
63rd
Percentile by assets National rank
$126,049
Avg per participant Near avg balance/head
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Official DOL plan name: Tbg Partners Employee Stock Ownership Plan · Sponsored by The Broussard Group, Inc. Dba Tbg Partners · Texas · Professional & Technical Services

$12M in assets, 96 participants

The Broussard Group, Inc. Dba Tbg Partners's Tbg Partners Employee Stock Ownership Plan reported $12M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,554 in Professional & Technical Services (20,321 peers)

The Broussard Group, Inc. Dba Tbg Partners multi-year trail

The Broussard Group, Inc. Dba Tbg Partners's plans moved +30.4% in assets from 2022 to 2024; this filing shows Tbg Partners Employee Stock Ownership Plan at $12M / 96 participants.

#12,554
in Professional & Technical Services (20,321 peers)
+30.4%
assets growth YoY

Tbg Partners Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tbg Partners Employee Stock Ownership Plan vs every filed plan by assets

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

$12,100,720 Top 37% higher than 63% 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

Tbg Partners 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. Tbg Partners Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tbg Partners Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Tbg Partners Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742485594 · The Broussard Group, Inc. Dba Tbg Partners PY 2023 · ESOP

Tbg Partners Employee Stock Ownership Plan · $12M · 96 · 63rd

  • PART $12M
  • TYPE 96
  • NET 63rd
  • BOOK ESOP
  • VS-ST near Central Bag Company Employee Stock Ownership Plan and Trust
  • BOY ind #12554

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 →

Tbg Partners Employee Stock Ownership Plan in the asset neighbourhood

Louisiana Companies Employee Stock Ownership PlanLouisiana Companies Employee…$12MRecon Management Services, Inc. Employee Stock Ownership PlanRecon Management Services, I…$12MTbg Partners Employee Stock Ownership PlanTbg Partners Employee Stock …$12MCentral Bag Company Employee Stock Ownership Plan and TrustCentral Bag Company Employee…$12MSummit Helicopters, Inc. Employee Stock Ownership Plan and TrustSummit Helicopters, Inc. Emp…$12M
End-of-year total assets ($M) among Tbg Partners Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Broussard Group, Inc. Dba Tbg Partners multi-year asset trail

Sponsor-wide plan assets over time

All The Broussard Group, Inc. Dba Tbg Partners plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.446903878071947% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $18.2M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 214 $14M
2023 2 218 $18M
2024 2 230 $18M

The Broussard Group, Inc. Dba Tbg Partners filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN742485594
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Tbg Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Tbg Partners Employee Stock Ownership Plan, Total assets ($B): 0.01210072 · Participants: 96Tbg Partners 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
Tbg Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Tbg Partners Employee Stock Ownership Plan side-by-side with 3 peers →

Tbg Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Central Bag Company Employee Stock Ownership Plan and Trust in KS ($12M); by covered participants it is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Tbg Partners Employee Stock Ownership Plan assets move in 2023? ▼
Tbg Partners Employee Stock Ownership Plan surged - up 30.4% during 2023, from $9M to $12M. Reported net income was $3M.
How have The Broussard Group, Inc. Dba Tbg Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Broussard Group, Inc. Dba Tbg Partners's sponsor-wide assets grew 30.4%, from $14M to $18M.
Which ESOP plans are similar in size to Tbg Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Central Bag Company Employee Stock Ownership Plan and Trust in KS ($12M, 49 participants).
Which ESOP plans cover a similar participant headcount to Tbg Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 participants, $3M 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 742485594.

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.