ESOP · DOL Form 5500 · 2024

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
56th
Percentile by assets National rank
$33,363
Avg per participant Low balance/head
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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 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,394 in Real Estate (4,605 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.

#3,394
in Real Estate (4,605 peers)
+3.4%
assets growth YoY

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 2024 · DOL Form 5500

$10,175,781 Top 44% higher than 56% 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

Employee-Owned Companies, Inc. Employees' Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 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 2023 → plan year 2024

  • Employee-Owned Companies, Inc. Employees' Stock Ownership Plan reported net income rose from -$59M in the plan year 2023 filing to $337K in the plan year 2024 filing.
  • Employee-Owned Companies, Inc. Employees' Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 812641950 · Employee-Owned Companies, Inc. Dba E-O-C, Inc. PY 2024 · ESOP

Employee-Owned Companies, Inc. Employees' Stock Ownership Plan · $10M · 305 · 56th

  • EBSA $10M
  • EBSA 305
  • EBSA 56th
  • EBSA ESOP
  • EBSA near Powerrail Team Employee Stock Ownership Plan
  • EBSA ind #3394

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

Employee-Owned Companies, Inc. Employees' Stock Ownership PlanEmployee-Owned Companies, In…$10MPowerrail Team Employee Stock Ownership PlanPowerrail Team Employee Stoc…$10MProcess Cooling Systems, Inc. Employee Stock Ownership PlanProcess Cooling Systems, Inc…$10MTmi Corporation ESOP$10MFfd Financial Corporation Employee Stock Ownership PlanFfd Financial Corporation Em…$10M
End-of-year total assets ($M) among Employee-Owned Companies, Inc. Employees' Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$337K
Employer EIN812641950
Plan Effective Date1995-01-01
Filing StatusFILING 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
$0M$50M$100M$150M 202220232024 $96.5M $10.2M ▼ -89.5%
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.

Employee-Owned Companies, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Employee-Owned Companies, Inc. Employees' Stock Ownership Plan, Total assets ($B): 0.010175781 · Participants: 305Employee-Owned Companies, Inc. Employees' Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Employee-Owned Companies, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Employee-Owned Companies, Inc. Employees' Stock Ownership Plan side-by-side with 3 peers →

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 Powerrail Team Employee Stock Ownership Plan in PA ($10M); by covered participants it is D/T Carson Enterprises Employee Stock Ownership Plan in CA (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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

How did Employee-Owned Companies, Inc. Employees' Stock Ownership Plan assets move in 2024? ▼
Employee-Owned Companies, Inc. Employees' Stock Ownership Plan edged up modestly - up 3.4% during 2024, from $10M to $10M. Reported net income was $337K.
How have Employee-Owned Companies, Inc. Dba E-O-C, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee-Owned Companies, Inc. Dba E-O-C, Inc.'s sponsor-wide assets declined 89.5%, from $97M to $10M.
Which ESOP plans are similar in size to Employee-Owned Companies, Inc. Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Powerrail Team Employee Stock Ownership Plan in PA ($10M, 144 participants).
Which ESOP plans cover a similar participant headcount to Employee-Owned Companies, Inc. Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is D/T Carson Enterprises Employee Stock Ownership Plan in CA (305 participants, $1M 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 812641950.

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.