ESOP · DOL Form 5500 · 2022

Leap/Carpenter/Kemps Insurance Agency ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
41
Participants Small participant base
65th
Percentile by assets National rank
$244,549
Avg per participant Above avg balance/head
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Official DOL plan name: Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan · Sponsored by Leap/Carpenter/Kemps Insurance Agency · California · Finance & Insurance

$10M in assets, 41 participants

Leap/Carpenter/Kemps Insurance Agency's Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan reported $10M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,478 in Finance & Insurance (9,261 peers)

Leap/Carpenter/Kemps Insurance Agency multi-year trail

Leap/Carpenter/Kemps Insurance Agency's plans moved -58.5% in assets from 2022 to 2024; this filing shows Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan at $10M / 41 participants.

#4,478
in Finance & Insurance (9,261 peers)
+10.2%
assets growth YoY

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan vs every filed plan by assets

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

$10,026,507 Top 35% higher than 65% 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

Leap/Carpenter/Kemps Insurance Agency 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. Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 941434076 · Leap/Carpenter/Kemps Insurance Agency PY 2022 · ESOP

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan · $10M · 41 · 65th

  • ASSETS $10M
  • ASSETS 41
  • ASSETS 65th
  • ASSETS ESOP
  • ASSETS near E.C. Styberg Engineering Company Employee Stock Ownership Plan
  • ASSETS ind #4478

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 →

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan in the asset neighbourhood

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership PlanLeap/Carpenter/Kemps Insuran…$10ME.C. Styberg Engineering Company Employee Stock Ownership PlanE.C. Styberg Engineering Com…$10MClg Holding, Inc Employee Stock Ownership PlanClg Holding, Inc Employee St…$10MNortheast Bank Employee Stock Ownership PlanNortheast Bank Employee Stoc…$10MAgi Industries, Inc. Employee Stock Ownership PlanAgi Industries, Inc. Employe…$10M
End-of-year total assets ($M) among Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Leap/Carpenter/Kemps Insurance Agency multi-year asset trail

Sponsor-wide plan assets over time

All Leap/Carpenter/Kemps Insurance Agency plans reported in each filing year

Latest sponsor-wide plan assets
$4M 58.48692869809995% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $10M $4.16M ▼ -58.5%
Year Plans Participants Total Assets
2022 1 41 $10M
2023 1 38 $5M
2024 1 1 $4M

Leap/Carpenter/Kemps Insurance Agency filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$932K
Employer EIN941434076
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan, Total assets ($B): 0.010026507 · Participants: 41Leap/Carpenter/Kemps Insurance Agency 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
Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan side-by-side with 3 peers →

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is E.C. Styberg Engineering Company Employee Stock Ownership Plan in WI ($10M); by covered participants it is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan assets move in 2022? ▼
Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2022, from $9M to $10M. Reported net income was $932K.
How have Leap/Carpenter/Kemps Insurance Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leap/Carpenter/Kemps Insurance Agency's sponsor-wide assets declined 58.5%, from $10M to $4M.
Which ESOP plans are similar in size to Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is E.C. Styberg Engineering Company Employee Stock Ownership Plan in WI ($10M, 49 participants).
Which ESOP plans cover a similar participant headcount to Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants, $18M 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 941434076.

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.