ESOP · DOL Form 5500 · 2023
Tbm Consulting Group, Inc. ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 51
- Participants
- 72nd
- Percentile by assets
- $371,028
- Avg per participant
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.
- 72nd percentile by assets (of 127,072 plans)
- #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.
- $19M
- total plan assets (2023 EOY)
- 51
- covered participants
- 72nd
- percentile by assets (of 127,072 plans)
- $371,028
- avg assets per participant
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.
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.
Tbm Consulting Group, Inc. across 3 plan years on file
Across the 3 plan years Tbm Consulting Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $20M to $18M, a decline of 10.8%, while reported participants moved from 68 to 50 (-26.5%). Peak year by sponsor assets: 2022 ($20M); trough: 2024 ($18M).
Tbm Consulting Group, Inc. multi-year asset trail
| 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 EIN | 061313147 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING 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
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
- Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
- Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
- State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Tbm Consulting Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Tbm Consulting Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Tbm Consulting Group, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- Tbm Consulting Group, Inc.'s sponsor-wide assets have declined 10.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans