ESOP · DOL Form 5500 · 2024

E-Z Bel Holdings, Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
188
Participants Below avg headcount
27th
Percentile by assets National rank
$8,106
Avg per participant Low balance/head
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Official DOL plan name: E-Z Bel Employee Stock Ownership Plan · Sponsored by E-Z Bel Holdings, Inc · Texas · Construction

$2M in assets, 188 participants

E-Z Bel Holdings, Inc's E-Z Bel Employee Stock Ownership Plan reported $2M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,289 in Construction (9,039 peers)

Coverage in Texas

E-Z Bel Employee Stock Ownership Plan covers 188 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#2,289
in Construction (9,039 peers)
-76.1%
assets change YoY

E-Z Bel Employee Stock Ownership Plan among the smaller filed plans by assets

E-Z Bel Employee Stock Ownership Plan vs every filed plan by assets

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

$1,523,858 27th percentile higher than 27% 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

E-Z Bel 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. E-Z Bel Employee Stock Ownership Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • E-Z Bel Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • E-Z Bel Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $379K in the plan year 2024 filing.
  • E-Z Bel Employee Stock Ownership Plan reported participants fell from 215 in the plan year 2023 filing to 188 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741894400 · E-Z Bel Holdings, Inc PY 2024 · ESOP

E-Z Bel Employee Stock Ownership Plan · $2M · 188 · 27th

  • SCH $2M
  • SCH 188
  • SCH 27th
  • SCH ESOP
  • SCH near Edible Beats, Inc. Employee Stock Ownership Plan
  • SCH ind #2289

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 →

E-Z Bel Employee Stock Ownership Plan in the asset neighbourhood

Techlaw Consultants, Inc. Employee Stock Ownership PlanTechlaw Consultants, Inc. Em…$2MThermal Technologies, Inc. Employee Stock Ownership PlanThermal Technologies, Inc. E…$2MLifecare Investments, Inc. Employee Stock Ownership PlanLifecare Investments, Inc. E…$2ME-Z Bel Employee Stock Ownership PlanE-Z Bel Employee Stock Owner…$2MEdible Beats, Inc. Employee Stock Ownership PlanEdible Beats, Inc. Employee …$2M
End-of-year total assets ($M) among E-Z Bel Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income$379K
Employer EIN741894400
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E-Z Bel Holdings, Inc)

Sponsor-wide plan assets over time

All E-Z Bel Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 30.794124274444634% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $7.38M $5.11M ▼ -30.8%
Year Plans Participants Total Assets
2022 2 331 $7M
2023 2 365 $9M
2024 2 376 $5M

Nearby ESOP Plans in Texas

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

E-Z Bel Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants E-Z Bel Employee Stock Ownership Plan, Total assets ($B): 0.001523858 · Participants: 188E-Z Bel 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
E-Z Bel Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare E-Z Bel Employee Stock Ownership Plan side-by-side with 3 peers →

E-Z Bel Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Edible Beats, Inc. Employee Stock Ownership Plan in CO ($2M); by covered participants it is First Security Bank Employee Stock Ownership Plan in MS (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 E-Z Bel Employee Stock Ownership Plan assets move in 2024? ▼
E-Z Bel Employee Stock Ownership Plan contracted severely - down 76.1% during 2024, from $6M to $2M. Reported net income was $379K.
How have E-Z Bel Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E-Z Bel Holdings, Inc's sponsor-wide assets declined 30.8%, from $7M to $5M.
Which ESOP plans are similar in size to E-Z Bel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Edible Beats, Inc. Employee Stock Ownership Plan in CO ($2M, 215 participants).
Which ESOP plans cover a similar participant headcount to E-Z Bel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Security Bank Employee Stock Ownership Plan in MS (188 participants, $18M 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 741894400.

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.