ESOP · DOL Form 5500 · 2022
Carney, Sandoe & Associates, Inc. ESOP
Data updated 2026-08-11
- $27M
- Total assets
- 29
- Participants
- 81st
- Percentile by assets
- $914,550
- Avg per participant
Official DOL plan name: Carney, Sandoe & Associates Employee Stock Ownership Plan · Sponsored by Carney, Sandoe & Associates, Inc. · Massachusetts · Administrative & Support Services
$27M in assets, 29 participants
Carney, Sandoe & Associates, Inc.'s Carney, Sandoe & Associates Employee Stock Ownership Plan reported $27M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 139,126 plans)
- #4,498 in Administrative & Support Services (4,927 peers)
Where Carney, Sandoe & Associates Employee Stock Ownership Plan sits by assets
Carney, Sandoe & Associates Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 29 participants (~$914,550/participant), up 1.5% in 2022.
- $27M
- total plan assets (2022 EOY)
- 29
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $914,550
- avg assets per participant
Where Carney, Sandoe & Associates Employee Stock Ownership Plan sits by total assets
Carney, Sandoe & Associates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,521,944 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carney, Sandoe & Associates Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Carney, Sandoe & Associates Employee Stock Ownership Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $400K |
| Employer EIN | 043401502 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carney, Sandoe & Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $27M |
| 2023 | 1 | 37 | $23M |
| 2024 | 1 | 36 | $22M |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
Carney, Sandoe & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
- Consigli Building Group Employee Stock Ownership Plan $495M · 1,315
- The Gillette Company Employee Stock Ownership Plan $381M · 193
- Abt Associates Inc. Employees Stock Ownership Plan $312M · 2,426
- New England Biolabs, Inc. Voting Stock Ownership Plan $272M · 386
- Eastern Bank Employee Stock Ownership Plan $259M · 1,646
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Carney, Sandoe & Associates Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Carney, Sandoe & Associates Employee Stock Ownership Plan assets move in 2022? ▼
How have Carney, Sandoe & Associates, Inc. plan assets changed over time? ▼
Where does Carney, Sandoe & Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Carney, Sandoe & Associates Employee Sto…
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Ways to act on Carney, Sandoe & Associates Employee Stock Ownership Plan's numbers.
- By total assets, Carney, Sandoe & Associates Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
- Carney, Sandoe & Associates, Inc.'s sponsor-wide assets have declined 18.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans