ESOP · DOL Form 5500 · 2022

Carney, Sandoe & Associates, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
29
Participants Small participant base
81st
Percentile by assets National rank
$914,550
Avg per participant High balance/head
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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.

  • #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.

#4,498
in Administrative & Support Services (4,927 peers)
+1.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carney, Sandoe & Associates Employee Stock Ownership Plan's outsized position 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

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

Carney, Sandoe & Associates Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carney, Sandoe & Associates Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043401502 · Carney, Sandoe & Associates, Inc. PY 2022 · ESOP

Carney, Sandoe & Associates Employee Stock Ownership Plan · $27M · 29 · 81st

  • PART $27M
  • PART 29
  • PART 81st
  • PART ESOP
  • PART near Zealandia Holding Company, Inc. Employee Stock Ownership Plan
  • PART ind #4498

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 Massachusetts →

Carney, Sandoe & Associates Employee Stock Ownership Plan in the asset neighbourhood

Southwest Solutions Group, Inc. Employee Stock Ownership PlanSouthwest Solutions Group, I…$27MD & K Truck Company Employee Stock Ownership PlanD & K Truck Company Employee…$27MExcel Machinery Employee Stock Ownership PlanExcel Machinery Employee Sto…$27MZealandia Holding Company, Inc. Employee Stock Ownership PlanZealandia Holding Company, I…$27MCarney, Sandoe & Associates Employee Stock Ownership PlanCarney, Sandoe & Associates …$27M
End-of-year total assets ($M) among Carney, Sandoe & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$400K
Employer EIN043401502
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carney, Sandoe & Associates, Inc.)

Sponsor-wide plan assets over time

All Carney, Sandoe & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 18.492079615280087% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $26.5M $21.6M ▼ -18.5%
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 Scatter plot of 6 data points. -10000100020003000 0200400600 Total assets ($M) Participants Carney, Sandoe & Associates Employee Stock Ownership Plan, Total assets ($M): 26.521944 · Participants: 29Carney, Sandoe & Associates Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Carney, Sandoe & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Carney, Sandoe & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Carney, Sandoe & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Zealandia Holding Company, Inc. Employee Stock Ownership Plan in NC ($27M); by covered participants it is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Carney, Sandoe & Associates Employee Stock Ownership Plan assets move in 2022? ▼
Carney, Sandoe & Associates Employee Stock Ownership Plan edged up modestly - up 1.5% during 2022, from $26M to $27M. Reported net income was $400K.
How have Carney, Sandoe & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carney, Sandoe & Associates, Inc.'s sponsor-wide assets declined 18.5%, from $27M to $22M.
Where does Carney, Sandoe & Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carney, Sandoe & Associates Employee Stock Ownership Plan ranks in the 81st 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 Carney, Sandoe & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zealandia Holding Company, Inc. Employee Stock Ownership Plan in NC ($27M, 263 participants).
Which ESOP plans cover a similar participant headcount to Carney, Sandoe & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants, N/A 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 043401502.

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.