ESOP · DOL Form 5500 · 2022

Carris Financial Corp ESOP

Data updated 2026-08-11

$78M
Total assets: 402
Participants: 91st
Percentile by assets: $193,706
Avg per participant

Official DOL plan name: Cfc ESOP · Sponsored by Carris Financial Corp · Vermont · Manufacturing

$78M in assets, 402 participants

Carris Financial Corp's Cfc ESOP reported $78M in total assets and 402 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 139,126 plans)
#17,883 in Manufacturing (20,602 peers)

Where Cfc ESOP sits by assets

Cfc ESOP sits in the top 10% of all filed plans by assets, $78M for 402 participants (~$193,706/participant), up 23.0% in 2022.

$78M
total plan assets (2022 EOY): 402
covered participants: 91st
percentile by assets (of 139,126 plans): $193,706
avg assets per participant

State

Vermont

Industry

Manufacturing

Cfc ESOP vs the 2022 asset distribution

By assets, Cfc ESOP outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$63M
Net Assets (End of Year)	$78M
Net Income	$15M
Employer EIN	030326210
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carris Financial Corp)

Total plan assets by year, all Carris Financial Corp plans on file

Year	Plans	Participants	Total Assets
2022	2	877	$102M
2023	2	908	$115M
2024	2	913	$123M

Nearby ESOP Plans in Vermont

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

Cfc ESOP vs. nearby ESOP plans in Vermont, assets vs. participants

Vermont Information Processing, Inc. Employee Stock Ownership Plan $401M · 421
King Arthur Employee Stock Ownership Plan $135M · 301
America's Gardening Resource, Inc. Employee Stock Ownership Plan $28M · 215
Trust Company of Vermont Employee Stock Ownership Plan $19M · 39
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust $17M · 115

Compare Cfc ESOP side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cfc ESOP by total assets, not by location.

Air Treatment Corporation Employee Stock Ownership Plan (CA) $78M · 185
Inland Truck Parts Company Employee Stock Ownership Plan and Trust (KS) $78M · 603
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan (NC) $78M · 250
World Travel, Inc. Employee Stock Ownership Plan (PA) $78M · 487

Frequently Asked Questions

How did Cfc ESOP assets move in 2022? ▼

Cfc ESOP grew sharply - up 23.0% during 2022, from $63M to $78M. Reported net income was $15M.

How have Carris Financial Corp plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carris Financial Corp's sponsor-wide assets grew 20.8%, from $102M to $123M.

Where does Cfc ESOP rank by assets among Form 5500 filers? ▼

Cfc ESOP ranks in the 91st 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 Cfc ESOP? ▼

Among ESOP plans in other states, the closest by assets is Air Treatment Corporation Employee Stock Ownership Plan in CA ($78M, 185 participants).

Next read for Cfc ESOP

Scale reading

Ways to act on Cfc ESOP's numbers.

By total assets, Cfc ESOP ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Vermont. Compare plans
Carris Financial Corp's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Manufacturing plans

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 030326210.