ESOP · DOL Form 5500 · 2022
Carbo Forge, Inc. ESOP
Data updated 2026-08-11
- $16M
- Total assets
- 44
- Participants
- 73rd
- Percentile by assets
- $354,859
- Avg per participant
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.
- 73rd percentile by assets (of 139,126 plans)
- #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.
- $16M
- total plan assets (2022 EOY)
- 44
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $354,859
- avg assets per participant
Carbo Forge, Inc. across 3 plan years on file
Across the 3 plan years Carbo Forge, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $18M, a gain of 17.6%, while reported participants moved from 44 to 40 (-9.1%). Peak year by sponsor assets: 2023 ($19M); trough: 2022 ($16M).
Carbo Forge, Inc. multi-year asset trail
| 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 EIN | 340892386 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING 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
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Carbo Forge, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Carbo Forge, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Carbo Forge, 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 Ohio. Compare plans
- Carbo Forge, Inc.'s sponsor-wide assets have grown 17.6% since 2022 across 3 plan years on file. More Manufacturing plans