ESOP · DOL Form 5500 · 2023

Tbm Consulting Group, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
51
Participants Small participant base
72nd
Percentile by assets National rank
$371,028
Avg per participant High balance/head
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Official DOL plan name: Tbm Consulting Group, Inc. Employee Stock Ownership Plan · Sponsored by Tbm Consulting Group, Inc. · North Carolina · Professional & Technical Services

$19M in assets, 51 participants

Tbm Consulting Group, Inc.'s Tbm Consulting Group, Inc. Employee Stock Ownership Plan reported $19M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,473 in Professional & Technical Services (20,321 peers)

Tbm Consulting Group, Inc. multi-year trail

Tbm Consulting Group, Inc.'s plans moved -10.8% in assets from 2022 to 2024; this filing shows Tbm Consulting Group, Inc. Employee Stock Ownership Plan at $19M / 51 participants.

#14,473
in Professional & Technical Services (20,321 peers)
-6.6%
assets change YoY

The plan reported a net loss of $982K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tbm Consulting Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Tbm Consulting Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,922,404 Top 28% higher than 72% 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

Tbm Consulting Group, Inc. 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. Tbm Consulting Group, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tbm Consulting Group, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$982K in the plan year 2023 filing.
  • Tbm Consulting Group, Inc. Employee Stock Ownership Plan reported participants fell from 68 in the plan year 2022 filing to 51 in the plan year 2023 filing.
  • Tbm Consulting Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $20M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061313147 · Tbm Consulting Group, Inc. PY 2023 · ESOP

Tbm Consulting Group, Inc. Employee Stock Ownership Plan · $19M · 51 · 72nd

  • EIN $19M
  • EIN 51
  • EIN 72nd
  • EIN ESOP
  • EIN near Energy Control Technologies, Inc. Employee Stock Ownership Plan
  • EIN ind #14473

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 North Carolina →

Tbm Consulting Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Manar Employee Stock Ownership PlanManar Employee Stock Ownersh…$19MTbm Consulting Group, Inc. Employee Stock Ownership PlanTbm Consulting Group, Inc. E…$19MEnergy Control Technologies, Inc. Employee Stock Ownership PlanEnergy Control Technologies,…$19MDelta Information Systems, Inc. Employee Stock Ownership PlanDelta Information Systems, I…$19MMechanical Breakdown Protection, Inc. Employee Stock Ownership PlanMechanical Breakdown Protect…$19M
End-of-year total assets ($M) among Tbm Consulting Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tbm Consulting Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tbm Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 10.768091320738955% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $20.3M $18.1M ▼ -10.8%
Year Plans Participants Total Assets
2022 1 68 $20M
2023 1 51 $19M
2024 1 50 $18M

Tbm Consulting Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$13M
Net Income-$982K
Employer EIN061313147
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Tbm Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 050100150200 Total assets ($M) Participants Tbm Consulting Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.922404 · Participants: 51Tbm Consulting Group, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Tbm Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Tbm Consulting Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tbm Consulting Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Energy Control Technologies, Inc. Employee Stock Ownership Plan in IA ($19M); by covered participants it is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Tbm Consulting Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Tbm Consulting Group, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.6% during 2023, from $20M to $19M. Reported net income was -$982K.
How have Tbm Consulting Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tbm Consulting Group, Inc.'s sponsor-wide assets declined 10.8%, from $20M to $18M.
Which ESOP plans are similar in size to Tbm Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Energy Control Technologies, Inc. Employee Stock Ownership Plan in IA ($19M, 30 participants).
Which ESOP plans cover a similar participant headcount to Tbm Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Osb Community Bank Employee Stock Ownership Plan in IL (51 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 061313147.

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.