ESOP · DOL Form 5500 · 2024

The Bobbitt Group, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
109
Participants Small participant base
67th
Percentile by assets National rank
$155,386
Avg per participant Above avg balance/head
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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.

  • #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.

#5,938
in Construction (9,039 peers)
+4.2%
assets growth YoY

The Bobbitt Group, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

The Bobbitt Group, Inc. 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. The Bobbitt Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

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 →

Plan-year Form 5500 strip

Filing strip 030506079 · The Bobbitt Group, Inc. PY 2024 · ESOP

The Bobbitt Group, Inc. Employee Stock Ownership Plan · $17M · 109 · 67th

  • SCH $17M
  • EBSA 109
  • PART 67th
  • TYPE ESOP
  • NET near Cgp Foods Inc. Employee Stock Ownership Plan
  • BOOK ind #5938

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 North Carolina →

The Bobbitt Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Swanson & Youngdale Employee Stock Ownership PlanSwanson & Youngdale Employee…$17MThe Bobbitt Group, Inc. Employee Stock Ownership PlanThe Bobbitt Group, Inc. Empl…$17MCgp Foods Inc. Employee Stock Ownership PlanCgp Foods Inc. Employee Stoc…$17MSmalley & Company Employee Stock Ownership Plan and TrustSmalley & Company Employee S…$17MRingland-Johnson, Inc. Employee Stock Ownership PlanRingland-Johnson, Inc. Emplo…$17M
End-of-year total assets ($M) among The Bobbitt Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All The Bobbitt Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 45.50855387509939% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $22.1M ▲ +45.5%
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 Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants The Bobbitt Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 16.93704 · Participants: 109The Bobbitt Group, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
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 Ownership Plan side-by-side with 3 peers →

The Bobbitt Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Cgp Foods Inc. Employee Stock Ownership Plan in WV ($17M); by covered participants it is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 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).
Which ESOP plans cover a similar participant headcount to The Bobbitt Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants, $150K 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 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.