ESOP · DOL Form 5500 · 2022

Carley Corporation ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
124
Participants Small participant base
77th
Percentile by assets National rank
$156,359
Avg per participant Above avg balance/head
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Official DOL plan name: Carley Corporation Employee Stock Ownership Plan · Sponsored by Carley Corporation · Florida · Professional & Technical Services

$19M in assets, 124 participants

Carley Corporation's Carley Corporation Employee Stock Ownership Plan reported $19M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,603 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Carley Corporation Employee Stock Ownership Plan covers 124 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $19M.

#16,603
in Professional & Technical Services (21,562 peers)
+65.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Carley Corporation Employee Stock Ownership Plan's outsized position by total assets

Carley Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$19,388,485 Top 23% higher than 77% 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

Carley Corporation 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. Carley Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (124 participants).

EBSA filing schedule strip

Filing strip 593067791 · Carley Corporation PY 2022 · ESOP

Carley Corporation Employee Stock Ownership Plan · $19M · 124 · 77th

  • NET $19M
  • BOOK 124
  • VS-ST 77th
  • BOY ESOP
  • SCH near B & D Industrial, Inc. Employee Stock Ownership Plan
  • EBSA ind #16603

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 Florida →

Carley Corporation Employee Stock Ownership Plan in the asset neighbourhood

Mid-America Apartment Communities, Inc. Employees' Stock Ownership PlanMid-America Apartment Commun…$19MNational Distribution Service Employee Stock Ownership PlanNational Distribution Servic…$19MCarley Corporation Employee Stock Ownership PlanCarley Corporation Employee …$19MB & D Industrial, Inc. Employee Stock Ownership PlanB & D Industrial, Inc. Emplo…$19MShields, Harper & Company Employee Stock Ownership PlanShields, Harper & Company Em…$19M
End-of-year total assets ($M) among Carley Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$17M
Net Income$8M
Employer EIN593067791
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carley Corporation)

Sponsor-wide plan assets over time

All Carley Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$41M 39.89369162889963% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.2M $40.9M ▲ +39.9%
Year Plans Participants Total Assets
2022 2 290 $29M
2023 2 404 $37M
2024 2 345 $41M

Nearby ESOP Plans in Florida

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

Carley Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Carley Corporation Employee Stock Ownership Plan, Total assets ($B): 0.019388485 · Participants: 124Carley Corporation Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Carley Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Carley Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is B & D Industrial, Inc. Employee Stock Ownership Plan in GA ($19M); by covered participants it is The Law Company, Inc. Employee Stock Ownership Plan in KS (124 participants). Same-state nearby plans are listed separately above.

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 Carley Corporation Employee Stock Ownership Plan assets move in 2022?
Carley Corporation Employee Stock Ownership Plan surged - up 65.3% during 2022, from $12M to $19M. Reported net income was $8M.
How have Carley Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Carley Corporation's sponsor-wide assets grew 39.9%, from $29M to $41M.
Where does Carley Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Carley Corporation Employee Stock Ownership Plan ranks in the 77th 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 Carley Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is B & D Industrial, Inc. Employee Stock Ownership Plan in GA ($19M, 278 participants).
Which ESOP plans cover a similar participant headcount to Carley Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is The Law Company, Inc. Employee Stock Ownership Plan in KS (124 participants, $13M in assets).