ESOP · DOL Form 5500 · 2024

The Bobbitt Group, Inc. ESOP

Data updated 2026-08-11

$17M
Total assets
109
Participants
67th
Percentile by assets
$155,386
Avg per participant
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Official DOL plan name: The Bobbitt Group, Inc. Employee Stock Ownership Plan · Sponsored by The Bobbitt Group, Inc. · North Carolina · Construction

$17M in assets, 109 participants

The Bobbitt Group, Inc.'s The Bobbitt Group, Inc. Employee Stock Ownership Plan reported $17M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • 67th percentile by assets (of 123,622 plans)
  • #5,938 in Construction (9,039 peers)

Coverage in North Carolina

The Bobbitt Group, Inc. Employee Stock Ownership Plan covers 109 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.

$17M
total plan assets (2024 EOY)
109
covered participants
67th
percentile by assets (of 123,622 plans)
$155,386
avg assets per participant

Where The Bobbitt Group, Inc. Employee Stock Ownership Plan sits by total assets

The Bobbitt Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,937,040 Top 33% higher than 67% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bobbitt Group, Inc. Employee Stock Ownership Plan reported participants rose from 65 in the plan year 2023 filing to 109 in the plan year 2024 filing.
  • The Bobbitt Group, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $687K in the plan year 2024 filing.
  • The Bobbitt Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
North Carolina
Industry
Construction

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. The Bobbitt Group, Inc. Employee Stock Ownership Plan reports 109 participants - about 13% of that state average ($17M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$687K
Employer EIN030506079
Plan Effective Date1986-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bobbitt Group, Inc.)

$10M$15M$20M$25M 202220232024 $15.2M $22.1M ▲ +45.5%
Total plan assets by year, all The Bobbitt Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 56 $15M
2023 1 65 $16M
2024 2 220 $22M

Nearby ESOP Plans in North Carolina

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

The Bobbitt Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants

The Bobbitt Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants The Bobbitt Group, I…Columbia Forest Prod…Ecmd, Inc. Employee …Precision Walls, Inc…Robert E. Mason & As…State Utility Contra…
The Bobbitt Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare The Bobbitt Group, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Bobbitt Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Bobbitt Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
The Bobbitt Group, Inc. Employee Stock Ownership Plan edged up modestly - up 4.2% during 2024, from $16M to $17M. Reported net income was $687K.
How have The Bobbitt Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bobbitt Group, Inc.'s sponsor-wide assets grew 45.5%, from $15M to $22M.
Which ESOP plans are similar in size to The Bobbitt Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cgp Foods Inc. Employee Stock Ownership Plan in WV ($17M, 283 participants).

Next read for The Bobbitt Group, Inc. Employee Stock O…

Filing takeaways

Ways to act on The Bobbitt Group, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, The Bobbitt Group, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
  • The Bobbitt Group, Inc.'s sponsor-wide assets have grown 45.5% since 2022 across 3 plan years on file. More Construction 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 030506079.

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.