ESOP · DOL Form 5500 · 2024

Sunbelt Marketing Investment Corp. ESOP

Data updated 2026-07-24

$97M
Total assets: 204
Participants: 90th
Percentile by assets: $474,833
Avg per participant

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.

90th percentile by assets (of 116,472 plans)

Coverage in Georgia

Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan covers 204 participants in Georgia, about 18% of the average Georgia filer (state average ~1,126 per filing). Assets: $97M.

$97M
total plan assets (2024 EOY): 204
covered participants: 90th
percentile by assets (of 116,472 plans): $474,833
avg assets per participant

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 →

State

Georgia

Industry

Wholesale Trade

Participants vs Georgia filers

In Georgia, the average filing covers about 1,126 participants across 3,470 plans. Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan reports 204 participants - about 18% of that state average ($97M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)	$101M
Net Assets (End of Year)	$96M
Net Income	$4M
Employer EIN	581259105
Plan Effective Date	1977-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sunbelt Marketing Investment Corp.)

Total plan assets by year, all Sunbelt Marketing Investment Corp. plans on file

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

Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $681M · 1,745
Choate Construction Company Employee Stock Ownership Plan $548M · 494
Brent Scarbrough & Company Employee Stock Ownership Plan $522M · 485
Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $281M · 488
Dixie Plywood and Lumber Company Employee Stock Ownership Plan $231M · 324

Compare Sunbelt Marketing Investment Corp. Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan by total assets, not by location.

The Plexsys Interface Products, Inc. Employee Stock Ownership Plan (WA) $97M · 184
Sdi Education, Inc. Employee Stock Ownership Plan (AZ) $96M · 252
Hpm Building Supply Employee Stock Ownership Plan (HI) $97M · 436
Cfc ESOP (VT) $98M · 431

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 116,472 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 The Plexsys Interface Products, Inc. Employee Stock Ownership Plan in WA ($97M, 184 participants).

Next read for Sunbelt Marketing Investment Corp. Emplo…

Filing takeaways

Ways to act on Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan's numbers.

By total assets, Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Georgia. Compare plans
Sunbelt Marketing Investment Corp.'s sponsor-wide assets have declined 9.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.