ESOP · DOL Form 5500 · 2022

Carestar, Inc. ESOP

Data updated 2026-08-25

$61M
Total assets Below avg plan size
323
Participants Below avg headcount
90th
Percentile by assets National rank
$190,349
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carestar, Inc. Employee Stock Ownership Plan · Sponsored by Carestar, Inc. · Ohio · Healthcare & Social Assistance

$61M in assets, 323 participants

Carestar, Inc.'s Carestar, Inc. Employee Stock Ownership Plan reported $61M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,287 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Carestar, Inc. Employee Stock Ownership Plan covers 323 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $61M.

#18,287
in Healthcare & Social Assistance (20,060 peers)
-4.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$61,482,814 Top 10% higher than 90% 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

Carestar, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carestar, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (323 participants).

Published 5500 schedule card

Filing strip 311254105 · Carestar, Inc. PY 2022 · ESOP

Carestar, Inc. Employee Stock Ownership Plan · $61M · 323 · 90th

  • VS-ST $61M
  • BOY 323
  • SCH 90th
  • EBSA ESOP
  • PART near Willow Run Foods, Inc. Employee Stock Ownership Plan
  • TYPE ind #18287

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 →

Carestar, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Employee Stock Ownership Plan of Vita PlusEmployee Stock Ownership Pla…$62MHoneywell Puerto Rico Savings PlanHoneywell Puerto Rico Saving…$62MWiginton Corporation ESOP$62MCarestar, Inc. Employee Stock Ownership PlanCarestar, Inc. Employee Stoc…$61MWillow Run Foods, Inc. Employee Stock Ownership PlanWillow Run Foods, Inc. Emplo…$61M
End-of-year total assets ($M) among Carestar, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$61M
Net Income-$3M
Employer EIN311254105
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carestar, Inc.)

Sponsor-wide plan assets over time

All Carestar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 42.07910348768379% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74M $105M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 697 $74M
2023 2 799 $93M
2024 2 897 $105M

Nearby ESOP Plans in Ohio

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

Carestar, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Carestar, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.061482814 · Participants: 323Carestar, 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
Carestar, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Carestar, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Willow Run Foods, Inc. Employee Stock Ownership Plan in NY ($61M); by covered participants it is First Citizens National Bank Employee Stock Ownership Plan and Trust in TN (323 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Carestar, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Carestar, Inc. Employee Stock Ownership Plan edged down modestly - down 4.4% during 2022, from $64M to $61M. Reported net income was -$3M.
How have Carestar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carestar, Inc.'s sponsor-wide assets grew 42.1%, from $74M to $105M.
Where does Carestar, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carestar, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Carestar, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Willow Run Foods, Inc. Employee Stock Ownership Plan in NY ($61M, 366 participants).
Which ESOP plans cover a similar participant headcount to Carestar, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Citizens National Bank Employee Stock Ownership Plan and Trust in TN (323 participants, $43M 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 311254105.

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.