ESOP · DOL Form 5500 · 2022

Carris Financial Corp ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
402
Participants Below avg headcount
91st
Percentile by assets National rank
$193,706
Avg per participant Above avg balance/head
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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.

  • #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.

#17,883
in Manufacturing (20,602 peers)
+23.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Cfc ESOP's outsized position by total assets

Cfc ESOP vs every filed plan by assets

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

$77,870,000 Top 9% higher than 91% 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

Cfc ESOP 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. Cfc ESOP sits mid-pack in the medium band (402 participants).

Plan-year Form 5500 strip

Filing strip 030326210 · Carris Financial Corp PY 2022 · ESOP

Cfc ESOP · $78M · 402 · 91st

  • VS-ST $78M
  • VS-ST 402
  • VS-ST 91st
  • VS-ST ESOP
  • VS-ST near Air Treatment Corporation Employee Stock Ownership Plan
  • VS-ST ind #17883

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 Vermont →

Cfc ESOP in the asset neighbourhood

Air Treatment Corporation Employee Stock Ownership PlanAir Treatment Corporation Em…$78MCfc ESOP$78MInland Truck Parts Company Employee Stock Ownership Plan and TrustInland Truck Parts Company E…$78MRobert E. Mason & Associates, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates…$78MWorld Travel, Inc. Employee Stock Ownership PlanWorld Travel, Inc. Employee …$78M
End-of-year total assets ($M) among Cfc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$78M
Net Income$15M
Employer EIN030326210
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carris Financial Corp)

Sponsor-wide plan assets over time

All Carris Financial Corp plans reported in each filing year

Latest sponsor-wide plan assets
$123M 20.824106288110805% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $102M $123M ▲ +20.8%
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 Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Cfc ESOP, Total assets ($M): 77.87 · Participants: 402Cfc ESOPVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 400.862763 · Participants: 421Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 134.547526 · Participants: 301King Arthur Employee Stock Ownership PlanAmerica's Gardening Resource, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.529451 · Participants: 215America's Gardening Resource, Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.503938 · Participants: 39Trust Company of Vermont Employee Stock Ownership PlanHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 17.15904 · Participants: 115Hallam Associates, Inc. Employee Stock Ownership Plan and Trust
Cfc ESOP vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Cfc ESOP side-by-side with 3 peers →

Cfc ESOP's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Air Treatment Corporation Employee Stock Ownership Plan in CA ($78M); by covered participants it is Landscape Structures, Inc. Employee Stock Ownership Plan and Trust in MN (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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 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).
Which ESOP plans cover a similar participant headcount to Cfc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Landscape Structures, Inc. Employee Stock Ownership Plan and Trust in MN (402 participants, $289M 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 030326210.

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.