ESOP · DOL Form 5500 · 2022

Carroll Distributing & Construction Supply, Inc. ESOP

Data updated 2026-08-25

$49M
Total assets Below avg plan size
265
Participants Below avg headcount
88th
Percentile by assets National rank
$185,914
Avg per participant Above avg balance/head
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Official DOL plan name: Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan · Sponsored by Carroll Distributing & Construction Supply, Inc. · Iowa · Retail Trade

$49M in assets, 265 participants

Carroll Distributing & Construction Supply, Inc.'s Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan reported $49M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,893 in Retail Trade (9,519 peers)

Coverage in Iowa

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan covers 265 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $49M.

#8,893
in Retail Trade (9,519 peers)
+12.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan's outsized position by total assets

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$49,267,214 Top 12% higher than 88% 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

Carroll Distributing & Construction Supply, 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. Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (265 participants).

Plan-year Form 5500 strip

Filing strip 421190085 · Carroll Distributing & Construction Supply, Inc. PY 2022 · ESOP

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan · $49M · 265 · 88th

  • IND $49M
  • IND 265
  • IND 88th
  • IND ESOP
  • IND near Contract Leasing Corp. Employee Stock Ownership Plan
  • IND ind #8893

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 Iowa →

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Erickson-Hall Holding Co. Employee Stock Ownership PlanErickson-Hall Holding Co. Em…$50MSynerlink Corp. Employee Stock Ownership PlanSynerlink Corp. Employee Sto…$49MOlsson, Inc. Employee Stock Ownership PlanOlsson, Inc. Employee Stock …$49MContract Leasing Corp. Employee Stock Ownership PlanContract Leasing Corp. Emplo…$49MCarroll Distributing & Construction Supply, Inc. Employee Stock Ownership PlanCarroll Distributing & Const…$49M
End-of-year total assets ($M) among Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$28M
Net Income$7M
Employer EIN421190085
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Distributing & Construction Supply, Inc.)

Sponsor-wide plan assets over time

All Carroll Distributing & Construction Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 11.287116006253045% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.4M $66.1M ▲ +11.3%
Year Plans Participants Total Assets
2022 2 529 $59M
2023 2 543 $67M
2024 2 611 $66M

Nearby ESOP Plans in Iowa

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

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100020003000 0200400600800 Total assets ($M) Participants Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 49.267214 · Participants: 265Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Contract Leasing Corp. Employee Stock Ownership Plan in NJ ($49M); by covered participants it is Sb Financial Group Employee Stock Ownership Plan in OH (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.6% during 2022, from $44M to $49M. Reported net income was $7M.
How have Carroll Distributing & Construction Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Distributing & Construction Supply, Inc.'s sponsor-wide assets grew 11.3%, from $59M to $66M.
Where does Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan ranks in the 88th 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 Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Contract Leasing Corp. Employee Stock Ownership Plan in NJ ($49M, 55 participants).
Which ESOP plans cover a similar participant headcount to Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sb Financial Group Employee Stock Ownership Plan in OH (265 participants, $6M 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 421190085.

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.