ESOP · DOL Form 5500 · 2022

Carbo Forge, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
44
Participants Small participant base
73rd
Percentile by assets National rank
$354,859
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carbo Forge, Inc. Employee Stock Ownership Plan · Sponsored by Carbo Forge, Inc. · Ohio · Manufacturing

$16M in assets, 44 participants

Carbo Forge, Inc.'s Carbo Forge, Inc. Employee Stock Ownership Plan reported $16M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,946 in Manufacturing (20,602 peers)

Carbo Forge, Inc. multi-year trail

Carbo Forge, Inc.'s plans moved +17.6% in assets from 2022 to 2024; this filing shows Carbo Forge, Inc. Employee Stock Ownership Plan at $16M / 44 participants.

#12,946
in Manufacturing (20,602 peers)
+6.8%
assets growth YoY

Carbo Forge, Inc. Employee Stock Ownership Plan's outsized position by total assets

Carbo Forge, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,613,815 Top 27% higher than 73% of 139,123 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 2022

Carbo Forge, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carbo Forge, Inc. Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 340892386 · Carbo Forge, Inc. PY 2022 · ESOP

Carbo Forge, Inc. Employee Stock Ownership Plan · $16M · 44 · 73rd

  • ASSETS $16M
  • PCT 44
  • EIN 73rd
  • RANK ESOP
  • PHOTO near Brinkman Construction, Inc. Employee Stock Ownership Plan
  • IND ind #12946

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 Ohio →

Carbo Forge, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Carbo Forge, Inc. Employee Stock Ownership PlanCarbo Forge, Inc. Employee S…$16MBrinkman Construction, Inc. Employee Stock Ownership PlanBrinkman Construction, Inc. …$16MR.C. Moore, Inc. Employee Stock Ownership PlanR.C. Moore, Inc. Employee St…$16MBroulim's Employee Stock Ownership PlanBroulim's Employee Stock Own…$16MGhilotti Construction Employee Stock Ownership PlanGhilotti Construction Employ…$16M
End-of-year total assets ($M) among Carbo Forge, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Carbo Forge, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carbo Forge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 17.639660774769013% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.6M $18.4M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 44 $16M
2023 1 46 $19M
2024 1 40 $18M

Carbo Forge, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$998K
Employer EIN340892386
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Carbo Forge, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Carbo Forge, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.015613815 · Participants: 44Carbo Forge, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Carbo Forge, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Carbo Forge, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carbo Forge, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Brinkman Construction, Inc. Employee Stock Ownership Plan in CO ($16M); by covered participants it is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carbo Forge, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Carbo Forge, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.8% during 2022, from $15M to $16M. Reported net income was $998K.
How have Carbo Forge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carbo Forge, Inc.'s sponsor-wide assets grew 17.6%, from $16M to $18M.
Which ESOP plans are similar in size to Carbo Forge, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brinkman Construction, Inc. Employee Stock Ownership Plan in CO ($16M, 103 participants).
Which ESOP plans cover a similar participant headcount to Carbo Forge, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340892386.

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.