ESOP · DOL Form 5500 · 2022

Carlson, Brigance and Doering, Inc. ESOP

Data updated 2026-08-11

$18M
Total assets
79
Participants
75th
Percentile by assets
$224,810
Avg per participant
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Official DOL plan name: Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan · Sponsored by Carlson, Brigance and Doering, Inc. · Texas · Professional & Technical Services

$18M in assets, 79 participants

Carlson, Brigance and Doering, Inc.'s Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan reported $18M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 139,126 plans)
  • #16,267 in Professional & Technical Services (21,562 peers)

Where Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan sits by assets

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $18M for 79 participants (~$224,810/participant), up 18.8% in 2022.

$18M
total plan assets (2022 EOY)
79
covered participants
75th
percentile by assets (of 139,126 plans)
$224,810
avg assets per participant

Where Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan sits by total assets

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,760,000 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Professional & Technical Services

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)-$5M
Net Income$4M
Employer EIN742434469
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson, Brigance and Doering, Inc.)

$24M$26M$28M$30M$32M 202220232024 $25.5M $30.7M ▲ +20.6%
Total plan assets by year, all Carlson, Brigance and Doering, Inc. plans on file
Year Plans Participants Total Assets
2022 2 184 $25M
2023 2 208 $27M
2024 2 221 $31M

Nearby ESOP Plans in Texas

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

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Carlson, Brigance an…, Total assets ($B): 0.01776 · Participants: 79Carlson, Brigance an…Sammons Enterprises,…, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Emplo…Cactus Feeders, Inc.…, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc.…Austin Industries Em…, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Em…Lja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
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Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan grew sharply - up 18.8% during 2022, from $15M to $18M. Reported net income was $4M.
How have Carlson, Brigance and Doering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson, Brigance and Doering, Inc.'s sponsor-wide assets grew 20.6%, from $25M to $31M.
Where does Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust in VA ($18M, 85 participants).

Next read for Carlson, Brigance and Doering, Inc. Empl…

Scale reading

Ways to act on Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan's numbers.

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 742434469.

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.