ESOP · DOL Form 5500 · 2024

Cubex, Inc. ESOP

Data updated 2026-08-25

$2K
Total assets Small plan by assets
N/A
Participants Small participant base
1st
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cubex, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Cubex, Inc. · South Carolina · Professional & Technical Services

$2K in assets, N/A participants

Cubex, Inc.'s Cubex, Inc. Employee Stock Ownership Plan and Trust reported $2K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

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

Cubex, Inc. multi-year trail

Cubex, Inc.'s plans moved -99.5% in assets from 2022 to 2024; this filing shows Cubex, Inc. Employee Stock Ownership Plan and Trust at $2K / N/A participants.

#127
in Professional & Technical Services (20,173 peers)
-45.1%
assets change YoY

Cubex, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Cubex, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,839 1st percentile higher than 1% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cubex, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $3K in the plan year 2023 filing to $2K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 581811849 · Cubex, Inc. PY 2024 · ESOP

Cubex, Inc. Employee Stock Ownership Plan and Trust · $2K · N/A · 1st

  • BOOK $2K
  • BOOK N/A
  • BOOK 1st
  • BOOK ESOP
  • BOOK near Carpenter Financial Group, Inc. Employee Stock Ownership Plan
  • BOOK ind #127

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 South Carolina →

Cubex, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Cubex, Inc. Employee Stock Ownership Plan and TrustCubex, Inc. Employee Stock O…$2KCarpenter Financial Group, Inc. Employee Stock Ownership PlanCarpenter Financial Group, I…$2KCountry Willow Ltd. Employee Stock Ownership PlanCountry Willow Ltd. Employee…$1KDelta Construction Corporation Employee Stock Ownership PlanDelta Construction Corporati…$1KWest Coast Castings Emploee Stock Ownership PlanWest Coast Castings Emploee …$1K
End-of-year total assets ($M) among Cubex, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Cubex, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cubex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2K 99.47982078001426% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.35M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 N/A $354K
2023 1 N/A $3K
2024 1 N/A $2K

Cubex, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3K
Net Assets (End of Year)N/A
Employer EIN581811849
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Cubex, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -100102030 Total assets ($M) Participants Cubex, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 0.001839 · Participants: 0Cubex, Inc. Employee Stock Ownership Plan and TrustAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
Cubex, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants

Cubex, Inc. Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by assets

Outside South Carolina, the nearest ESOP by end-of-year assets is Carpenter Financial Group, Inc. Employee Stock Ownership Plan in CT at $2K (this filing: $2K).

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

Frequently Asked Questions

How did Cubex, Inc. Employee Stock Ownership Plan and Trust assets move in 2024?
Cubex, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 45.1% during 2024, from $3K to $2K.
How have Cubex, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cubex, Inc.'s sponsor-wide assets declined 99.5%, from $354K to $2K.
Where does Cubex, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Cubex, Inc. Employee Stock Ownership Plan and Trust ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Cubex, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Carpenter Financial Group, Inc. Employee Stock Ownership Plan in CT ($2K, 3 participants).