ESOP · DOL Form 5500 · 2022

Consolidated Carbide, Ltd. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
33
Participants Small participant base
59th
Percentile by assets National rank
$231,749
Avg per participant Above avg balance/head
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Official DOL plan name: Consolidated Carbide, Ltd. Employee Stock Ownership Plan · Sponsored by Consolidated Carbide, Ltd. · Arizona · Manufacturing

$8M in assets, 33 participants

Consolidated Carbide, Ltd.'s Consolidated Carbide, Ltd. Employee Stock Ownership Plan reported $8M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #9,320 in Manufacturing (20,602 peers)

Consolidated Carbide, Ltd. multi-year trail

Consolidated Carbide, Ltd.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Consolidated Carbide, Ltd. Employee Stock Ownership Plan at $8M / 33 participants.

#9,320
in Manufacturing (20,602 peers)
-18.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Consolidated Carbide, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Consolidated Carbide, Ltd. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,647,704 Top 41% higher than 59% 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

Consolidated Carbide, Ltd. 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. Consolidated Carbide, Ltd. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 860884382 · Consolidated Carbide, Ltd. PY 2022 · ESOP

Consolidated Carbide, Ltd. Employee Stock Ownership Plan · $8M · 33 · 59th

  • TYPE $8M
  • NET 33
  • BOOK 59th
  • VS-ST ESOP
  • BOY near Architectural Division 8 Employee Stock Ownership Plan
  • SCH ind #9320

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 Arizona →

Consolidated Carbide, Ltd. Employee Stock Ownership Plan in the asset neighbourhood

Consolidated Carbide, Ltd. Employee Stock Ownership PlanConsolidated Carbide, Ltd. E…$8MArchitectural Division 8 Employee Stock Ownership PlanArchitectural Division 8 Emp…$8MThe Helsing Group Employee Stock Ownership PlanThe Helsing Group Employee S…$8MPhoenix Feeds & Nutrition, Inc. Employee Retirement PlanPhoenix Feeds & Nutrition, I…$8MWilliam D. Meeker Enterprises, Inc. Employee Stock Ownership PlanWilliam D. Meeker Enterprise…$8M
End-of-year total assets ($M) among Consolidated Carbide, Ltd. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Consolidated Carbide, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Consolidated Carbide, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.74402251970003% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.65M $10.3M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 33 $8M
2023 1 28 $9M
2024 1 31 $10M

Consolidated Carbide, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN860884382
Plan Effective Date2000-08-17
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Consolidated Carbide, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Consolidated Carbide, Ltd. Employee Stock Ownership Plan, Total assets ($M): 7.647704 · Participants: 33Consolidated Carbide, Ltd. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership Plan
Consolidated Carbide, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Consolidated Carbide, Ltd. Employee Stock Ownership Plan side-by-side with 3 peers →

Consolidated Carbide, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Architectural Division 8 Employee Stock Ownership Plan in TX ($8M); by covered participants it is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Consolidated Carbide, Ltd. Employee Stock Ownership Plan assets move in 2022? ▼
Consolidated Carbide, Ltd. Employee Stock Ownership Plan declined sharply - down 18.8% during 2022, from $9M to $8M. Reported net income was -$2M.
How have Consolidated Carbide, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Consolidated Carbide, Ltd.'s sponsor-wide assets grew 34.7%, from $8M to $10M.
Which ESOP plans are similar in size to Consolidated Carbide, Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Architectural Division 8 Employee Stock Ownership Plan in TX ($8M, 120 participants).
Which ESOP plans cover a similar participant headcount to Consolidated Carbide, Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants, $2M 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 860884382.

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.