ESOP · DOL Form 5500 · 2022

Carithers-Wallace-Courtenay Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
116
Participants Small participant base
52nd
Percentile by assets National rank
$47,107
Avg per participant Low balance/head
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Official DOL plan name: Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Carithers-Wallace-Courtenay Holdings, Inc. · Georgia · Retail Trade

$5M in assets, 116 participants

Carithers-Wallace-Courtenay Holdings, Inc.'s Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,911 in Retail Trade (9,519 peers)

Coverage in Georgia

Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan covers 116 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.

#5,911
in Retail Trade (9,519 peers)
-51.5%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,464,402 Top 48% higher than 52% 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

Carithers-Wallace-Courtenay Holdings, 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. Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).

Form 5500 schedule snapshot

Filing strip 824173532 · Carithers-Wallace-Courtenay Holdings, Inc. PY 2022 · ESOP

Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan · $5M · 116 · 52nd

  • NET $5M
  • NET 116
  • NET 52nd
  • NET ESOP
  • NET near Bittersweet Turf Farms, Inc. Employee Stock Ownership Plan
  • NET ind #5911

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 Georgia →

Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bittersweet Turf Farms, Inc. Employee Stock Ownership PlanBittersweet Turf Farms, Inc.…$5MElipticon Wood Products Employee Stock Ownership PlanElipticon Wood Products Empl…$5MCarithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership PlanCarithers-Wallace-Courtenay …$5MMemphis Equipment Company ESOPMemphis Equipment Company ES…$5MVirginia Integrated Communication, Inc. Employee Stock Ownership PlanVirginia Integrated Communic…$5M
End-of-year total assets ($M) among Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$27M
Net Income-$5M
Employer EIN824173532
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carithers-Wallace-Courtenay Holdings, Inc.)

Sponsor-wide plan assets over time

All Carithers-Wallace-Courtenay Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 111.64967365138949% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.46M $11.6M ▲ +111.9%
Year Plans Participants Total Assets
2022 1 116 $5M
2023 1 67 $14M
2024 1 81 $12M

Nearby ESOP Plans in Georgia

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

Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.464402 · Participants: 116Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Bittersweet Turf Farms, Inc. Employee Stock Ownership Plan in CO ($5M); by covered participants it is Abco Automation, Inc. Employee Stock Ownership Plan in NC (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 51.5% during 2022, from $11M to $5M. Reported net income was -$5M.
How have Carithers-Wallace-Courtenay Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carithers-Wallace-Courtenay Holdings, Inc.'s sponsor-wide assets grew 111.6%, from $5M to $12M.
Which ESOP plans are similar in size to Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bittersweet Turf Farms, Inc. Employee Stock Ownership Plan in CO ($5M, 15 participants).
Which ESOP plans cover a similar participant headcount to Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Abco Automation, Inc. Employee Stock Ownership Plan in NC (116 participants, $8M 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 824173532.

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.