ESOP · DOL Form 5500 · 2024

The Broussard Group, Inc. Dba Tbg Partners ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
104
Participants Small participant base
57th
Percentile by assets National rank
$100,963
Avg per participant Below avg balance/head
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Official DOL plan name: Tbg Partners Employee Stock Ownership Plan · Sponsored by The Broussard Group, Inc. Dba Tbg Partners · Texas · Professional & Technical Services

$11M in assets, 104 participants

The Broussard Group, Inc. Dba Tbg Partners's Tbg Partners Employee Stock Ownership Plan reported $11M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,107 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Tbg Partners Employee Stock Ownership Plan covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#11,107
in Professional & Technical Services (20,173 peers)
-13.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tbg Partners Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tbg Partners Employee Stock Ownership Plan vs every filed plan by assets

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

$10,500,160 Top 43% higher than 57% 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

Tbg Partners Employee 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. Tbg Partners Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tbg Partners Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Tbg Partners Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Tbg Partners Employee Stock Ownership Plan reported participants rose from 96 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 742485594 · The Broussard Group, Inc. Dba Tbg Partners PY 2024 · ESOP

Tbg Partners Employee Stock Ownership Plan · $11M · 104 · 57th

  • EOY $11M
  • EOY 104
  • EOY 57th
  • EOY ESOP
  • EOY near Employee Stock Ownership Plan of Winona Agency, Inc.
  • EOY ind #11107

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 →

Tbg Partners Employee Stock Ownership Plan in the asset neighbourhood

The Nevell Group, Inc. Employee Stock Ownership PlanThe Nevell Group, Inc. Emplo…$11MTbg Partners Employee Stock Ownership PlanTbg Partners Employee Stock …$11MEmployee Stock Ownership Plan of Winona Agency, Inc.Employee Stock Ownership Pla…$11MStandard Heating & Air Conditioning Employee Stock Ownership PlanStandard Heating & Air Condi…$11MKumar & Associates, Inc. Employee Stock Ownership PlanKumar & Associates, Inc. Emp…$10M
End-of-year total assets ($M) among Tbg Partners Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN742485594
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Broussard Group, Inc. Dba Tbg Partners)

Sponsor-wide plan assets over time

All The Broussard Group, Inc. Dba Tbg Partners plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.446903878071947% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $18.2M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 214 $14M
2023 2 218 $18M
2024 2 230 $18M

Nearby ESOP Plans in Texas

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

Tbg Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Tbg Partners Employee Stock Ownership Plan, Total assets ($B): 0.01050016 · Participants: 104Tbg Partners Employee 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
Tbg Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Tbg Partners Employee Stock Ownership Plan side-by-side with 3 peers →

Tbg Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Employee Stock Ownership Plan of Winona Agency, Inc. in MN ($11M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Tbg Partners Employee Stock Ownership Plan assets move in 2024? ▼
Tbg Partners Employee Stock Ownership Plan pulled back noticeably - down 13.2% during 2024, from $12M to $11M. Reported net income was -$2M.
How have The Broussard Group, Inc. Dba Tbg Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Broussard Group, Inc. Dba Tbg Partners's sponsor-wide assets grew 30.4%, from $14M to $18M.
Which ESOP plans are similar in size to Tbg Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Winona Agency, Inc. in MN ($11M, 52 participants).
Which ESOP plans cover a similar participant headcount to Tbg Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (104 participants, $27M 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 742485594.

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.