ESOP · DOL Form 5500 · 2024

5by5, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
27th
Percentile by assets National rank
$41,917
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: 5by5, Inc. Employee Stock Ownership Plan · Sponsored by 5by5, Inc. · Tennessee · Professional & Technical Services

$2M in assets, 36 participants

5by5, Inc.'s 5by5, Inc. Employee Stock Ownership Plan reported $2M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,446 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

5by5, Inc. Employee Stock Ownership Plan holds $2M for 36 participants - about $41,917 per participant, in the lower half of filed plans by assets.

#4,446
in Professional & Technical Services (20,173 peers)
-$918K
reported net income

The plan reported a net loss of $918K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

5by5, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

5by5, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,509,000 27th percentile higher than 27% of 123,620 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 2024

5by5, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 5by5, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 465512995 · 5by5, Inc. PY 2024 · ESOP

5by5, Inc. Employee Stock Ownership Plan · $2M · 36 · 27th

  • RANK $2M
  • PHOTO 36
  • IND 27th
  • EOY ESOP
  • 5500 near Badgett Corporation Employee Stock Ownership Plan
  • ASSETS ind #4446

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 Tennessee →

5by5, Inc. Employee Stock Ownership Plan in the asset neighbourhood

5by5, Inc. Employee Stock Ownership Plan5by5, Inc. Employee Stock Ow…$2MBadgett Corporation Employee Stock Ownership PlanBadgett Corporation Employee…$2MAmerican Art Resources Employee Stock Ownership PlanAmerican Art Resources Emplo…$2MBayside Solutions, Inc. Employee Stock Ownership PlanBayside Solutions, Inc. Empl…$2MRoloff Construction Employee Stock Ownership Plan and TrustRoloff Construction Employee…$2M
End-of-year total assets ($M) among 5by5, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$918K
Net Income-$918K
Employer EIN465512995
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

5by5, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600 Total assets ($M) Participants 5by5, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.509 · Participants: 365by5, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
5by5, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare 5by5, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

5by5, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Badgett Corporation Employee Stock Ownership Plan in OK ($2M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which ESOP plans are similar in size to 5by5, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Badgett Corporation Employee Stock Ownership Plan in OK ($2M, 41 participants).
Which ESOP plans cover a similar participant headcount to 5by5, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465512995.

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.