ESOP · DOL Form 5500 · 2023
Employee-Owned Companies, Inc. Dba E-O-C, Inc. ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 305
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $32,257
- Avg per participant Low balance/head
Official DOL plan name: Employee-Owned Companies, Inc. Employees' Stock Ownership Plan · Sponsored by Employee-Owned Companies, Inc. Dba E-O-C, Inc. · Texas · Real Estate
$10M in assets, 305 participants
Employee-Owned Companies, Inc. Dba E-O-C, Inc.'s Employee-Owned Companies, Inc. Employees' Stock Ownership Plan reported $10M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #3,575 in Real Estate (4,727 peers)
Coverage in Texas
Employee-Owned Companies, Inc. Employees' Stock Ownership Plan covers 305 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $10M.
- #3,575
- in Real Estate (4,727 peers)
- -85.7%
- assets change YoY
The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employee-Owned Companies, Inc. Employees' Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers
Employee-Owned Companies, Inc. Employees' Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,838,379 Top 42% higher than 58% 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
Employee-Owned Companies, Inc. Employees' 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. Employee-Owned Companies, Inc. Employees' Stock Ownership Plan sits mid-pack in the medium band (305 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employee-Owned Companies, Inc. Employees' Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$59M in the plan year 2023 filing.
- Employee-Owned Companies, Inc. Employees' Stock Ownership Plan end-of-year assets fell from $69M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Employee-Owned Companies, Inc. Employees' Stock Ownership Plan reported participants fell from 345 in the plan year 2022 filing to 305 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 812641950 · Employee-Owned Companies, Inc. Dba E-O-C, Inc. PY 2023 · ESOP
Employee-Owned Companies, Inc. Employees' Stock Ownership Plan · $10M · 305 · 58th
- PART $10M
- TYPE 305
- NET 58th
- BOOK ESOP
- VS-ST near Flippo Construction Company, Inc. Employee Stock Ownership Plan
- BOY ind #3575
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 →
Employee-Owned Companies, Inc. Employees' Stock Ownership Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$59M |
| Employer EIN | 812641950 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Employee-Owned Companies, Inc. Dba E-O-C, Inc.)
Sponsor-wide plan assets over time
All Employee-Owned Companies, Inc. Dba E-O-C, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 89.4565292702465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 725 | $97M |
| 2023 | 2 | 712 | $50M |
| 2024 | 1 | 305 | $10M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Employee-Owned Companies, Inc. Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Flippo Construction Company, Inc. Employee Stock Ownership Plan in MD ($10M); by covered participants it is Ecc Employee Stock Ownership Plan in CA (305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Flippo Construction Company, Inc. Employee Stock Ownership Plan (MD) $10M · 130
- Diversified Plastics, Inc. Employee Stock Ownership Plan and Trust (MN) $10M · 82
- Quadrant Holdings Co., Inc. Employee Stock Ownership Plan (IA) $10M · 24
- Crouse and Associates Insurance Brokers, Inc. ESOP (CA) $10M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (305 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.