ESOP · DOL Form 5500 · 2022

Bill Carr Surveys, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
30
Participants Small participant base
39th
Percentile by assets National rank
$93,439
Avg per participant Below avg balance/head
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Official DOL plan name: Bill Carr Surveys, Inc. Employee Stock Ownership Plan · Sponsored by Bill Carr Surveys, Inc. · California · Professional & Technical Services

$3M in assets, 30 participants

Bill Carr Surveys, Inc.'s Bill Carr Surveys, Inc. Employee Stock Ownership Plan reported $3M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,833 in Professional & Technical Services (21,562 peers)

Bill Carr Surveys, Inc. multi-year trail

Bill Carr Surveys, Inc.'s plans moved +38.8% in assets from 2022 to 2024; this filing shows Bill Carr Surveys, Inc. Employee Stock Ownership Plan at $3M / 30 participants.

#7,833
in Professional & Technical Services (21,562 peers)
+16.2%
assets growth YoY

Bill Carr Surveys, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bill Carr Surveys, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,803,177 39th percentile higher than 39% 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

Bill Carr Surveys, Inc. 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. Bill Carr Surveys, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

DOL schedule card

Filing strip 330387885 · Bill Carr Surveys, Inc. PY 2022 · ESOP

Bill Carr Surveys, Inc. Employee Stock Ownership Plan · $3M · 30 · 39th

  • EIN $3M
  • RANK 30
  • PHOTO 39th
  • IND ESOP
  • EOY near Capital Insurance Holdings, Inc. Employee Stock Ownership Plan
  • 5500 ind #7833

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 California →

Bill Carr Surveys, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Velocity Constructors, Inc. Employee Stock Ownership PlanVelocity Constructors, Inc. …$3MBill Carr Surveys, Inc. Employee Stock Ownership PlanBill Carr Surveys, Inc. Empl…$3MCapital Insurance Holdings, Inc. Employee Stock Ownership PlanCapital Insurance Holdings, …$3MAdvanced Engineering Consultants Employee Stock Ownership PlanAdvanced Engineering Consult…$3MEasling Construction Company, Inc Employee Stock Ownership PlanEasling Construction Company…$3M
End-of-year total assets ($M) among Bill Carr Surveys, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Bill Carr Surveys, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bill Carr Surveys, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.81338923656979% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.8M $3.89M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 30 $3M
2023 1 26 $3M
2024 1 25 $4M

Bill Carr Surveys, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$509K
Employer EIN330387885
Plan Effective Date2007-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Bill Carr Surveys, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bill Carr Surveys, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002803177 · Participants: 30Bill Carr Surveys, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Bill Carr Surveys, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bill Carr Surveys, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bill Carr Surveys, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Capital Insurance Holdings, Inc. Employee Stock Ownership Plan in FL ($3M); by covered participants it is American Display Company Employee Stock Ownership in MN (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Bill Carr Surveys, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bill Carr Surveys, Inc. Employee Stock Ownership Plan grew sharply - up 16.2% during 2022, from $2M to $3M. Reported net income was $509K.
How have Bill Carr Surveys, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bill Carr Surveys, Inc.'s sponsor-wide assets grew 38.8%, from $3M to $4M.
Which ESOP plans are similar in size to Bill Carr Surveys, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Capital Insurance Holdings, Inc. Employee Stock Ownership Plan in FL ($3M, 14 participants).
Which ESOP plans cover a similar participant headcount to Bill Carr Surveys, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Display Company Employee Stock Ownership in MN (30 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 330387885.

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.