ESOP · DOL Form 5500 · 2022

Carter Broadcast Group, Inc. ESOP

Data updated 2026-08-25

$251K
Total assets Small plan by assets
23
Participants Small participant base
12th
Percentile by assets National rank
$10,898
Avg per participant Low balance/head
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Official DOL plan name: Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Carter Broadcast Group, Inc. · Missouri · Information & Media

$251K in assets, 23 participants

Carter Broadcast Group, Inc.'s Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust reported $251K in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #190 in Information & Media (2,911 peers)

Carter Broadcast Group, Inc. multi-year trail

Carter Broadcast Group, Inc.'s plans moved -36.2% in assets from 2022 to 2024; this filing shows Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust at $251K / 23 participants.

#190
in Information & Media (2,911 peers)
-6.0%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$250,658 12th percentile higher than 12% 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

Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust is a small filing (23 participants) on this national headcount ladder.

DOL schedule card

Filing strip 430798703 · Carter Broadcast Group, Inc. PY 2022 · ESOP

Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust · $251K · 23 · 12th

  • PHOTO $251K
  • IND 23
  • EOY 12th
  • 5500 ESOP
  • ASSETS near Aloha Gourmet Products, Inc. Employee Stock Ownership Plan
  • PCT ind #190

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 Missouri →

Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Carter Broadcast Group, Inc. Employee Stock Ownership Plan and TrustCarter Broadcast Group, Inc.…$251KAloha Gourmet Products, Inc. Employee Stock Ownership PlanAloha Gourmet Products, Inc.…$250KCentrexit Employee Stock Ownership PlanCentrexit Employee Stock Own…$250K9wood, Inc. Employee Stock Ownership Plan9wood, Inc. Employee Stock O…$250KJax Mercantile Co. Employee Stock Ownership PlanJax Mercantile Co. Employee …$250K
End-of-year total assets ($M) among Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Carter Broadcast Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carter Broadcast Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$160K 36.19952285584342% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.25M $0.16M ▼ -36.0%
Year Plans Participants Total Assets
2022 1 23 $251K
2023 1 25 $200K
2024 1 24 $160K

Carter Broadcast Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$267K
Net Assets (End of Year)$251K
Net Income-$16K
Employer EIN430798703
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000250658 · Participants: 23Carter Broadcast Group, Inc. Employee Stock Ownership Plan and TrustBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Aloha Gourmet Products, Inc. Employee Stock Ownership Plan in HI ($250K); by covered participants it is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 6.0% during 2022, from $267K to $251K. Reported net income was -$16K.
How have Carter Broadcast Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Broadcast Group, Inc.'s sponsor-wide assets declined 36.2%, from $251K to $160K.
Where does Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Aloha Gourmet Products, Inc. Employee Stock Ownership Plan in HI ($250K, N/A participants).
Which ESOP plans cover a similar participant headcount to Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 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 430798703.

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.