ESOP · DOL Form 5500 · 2024

Sunbelt Marketing Investment Corp. ESOP

Data updated 2026-08-25

$97M
Total assets Below avg plan size
204
Participants Below avg headcount
90th
Percentile by assets National rank
$474,833
Avg per participant High balance/head
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Official DOL plan name: Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan · Sponsored by Sunbelt Marketing Investment Corp. · Georgia · Wholesale Trade

$97M in assets, 204 participants

Sunbelt Marketing Investment Corp.'s Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan reported $97M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,592 in Wholesale Trade (6,080 peers)

Coverage in Georgia

Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan covers 204 participants in Georgia, about 19% of the average Georgia filer (state average ~1,096 per filing). Assets: $97M.

#5,592
in Wholesale Trade (6,080 peers)
-4.4%
assets change YoY
1.0×
vs typical plan assets (national mean)

Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan's outsized position by total assets

Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$96,866,017 Top 10% higher than 90% 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

Sunbelt Marketing Investment Corp. 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. Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan reported net income rose from -$15M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan end-of-year assets fell from $101M in the plan year 2023 filing to $97M in the plan year 2024 filing.
  • Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan reported participants rose from 201 in the plan year 2023 filing to 204 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 581259105 · Sunbelt Marketing Investment Corp. PY 2024 · ESOP

Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan · $97M · 204 · 90th

  • BOOK $97M
  • VS-ST 204
  • BOY 90th
  • SCH ESOP
  • EBSA near Guarantee Electrical Company Employees Stock Ownership Plan
  • PART ind #5592

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 Georgia →

Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan in the asset neighbourhood

Hpm Building Supply Employee Stock Ownership PlanHpm Building Supply Employee…$97MThe Plexsys Interface Products, Inc. Employee Stock Ownership PlanThe Plexsys Interface Produc…$97MGuarantee Electrical Company Employees Stock Ownership PlanGuarantee Electrical Company…$97MSunbelt Marketing Investment Corp. Employee Stock Ownership PlanSunbelt Marketing Investment…$97MSdi Education, Inc. Employee Stock Ownership PlanSdi Education, Inc. Employee…$96M
End-of-year total assets ($M) among Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$96M
Net Income$4M
Employer EIN581259105
Plan Effective Date1977-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunbelt Marketing Investment Corp.)

Sponsor-wide plan assets over time

All Sunbelt Marketing Investment Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 9.63451371688521% vs 2022
2024 filing year
$95M$100M$105M$110M$115M$120M 202220232024 $117M $106M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 189 $117M
2023 1 201 $101M
2024 2 433 $106M

Nearby ESOP Plans in Georgia

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

Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0200400600800 Total assets ($M) Participants Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan, Total assets ($M): 96.866017 · Participants: 204Sunbelt Marketing Investment Corp. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Guarantee Electrical Company Employees Stock Ownership Plan in MO ($97M); by covered participants it is Davidson Technologies, Inc. Employee Stock Ownership Plan in AL (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan assets move in 2024? ▼
Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan edged down modestly - down 4.4% during 2024, from $101M to $97M. Reported net income was $4M.
How have Sunbelt Marketing Investment Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunbelt Marketing Investment Corp.'s sponsor-wide assets declined 9.6%, from $117M to $106M.
Where does Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Guarantee Electrical Company Employees Stock Ownership Plan in MO ($97M, 192 participants).
Which ESOP plans cover a similar participant headcount to Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davidson Technologies, Inc. Employee Stock Ownership Plan in AL (204 participants, N/A 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 581259105.

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.