ESOP · DOL Form 5500 · 2022

Carroll Apothecary, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
34
Participants Small participant base
33rd
Percentile by assets National rank
$54,508
Avg per participant Low balance/head
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Official DOL plan name: Carroll Apothecary, Inc. Employee Stock Ownership Plan · Sponsored by Carroll Apothecary, Inc. · Iowa · Retail Trade

$2M in assets, 34 participants

Carroll Apothecary, Inc.'s Carroll Apothecary, Inc. Employee Stock Ownership Plan reported $2M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,018 in Retail Trade (9,519 peers)

Carroll Apothecary, Inc. multi-year trail

Carroll Apothecary, Inc.'s plans moved -13.1% in assets from 2022 to 2024; this filing shows Carroll Apothecary, Inc. Employee Stock Ownership Plan at $2M / 34 participants.

#4,018
in Retail Trade (9,519 peers)
-10.2%
assets change YoY

The plan reported a net loss of $211K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carroll Apothecary, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Carroll Apothecary, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,853,280 33rd percentile higher than 33% 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

Carroll Apothecary, 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. Carroll Apothecary, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 421151752 · Carroll Apothecary, Inc. PY 2022 · ESOP

Carroll Apothecary, Inc. Employee Stock Ownership Plan · $2M · 34 · 33rd

  • 5500 $2M
  • ASSETS 34
  • PCT 33rd
  • EIN ESOP
  • RANK near Builders Steel Company Employee Stock Ownership Plan and Trust
  • PHOTO ind #4018

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 Iowa →

Carroll Apothecary, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Carroll Apothecary, Inc. Employee Stock Ownership PlanCarroll Apothecary, Inc. Emp…$2MBuilders Steel Company Employee Stock Ownership Plan and TrustBuilders Steel Company Emplo…$2MH & C Tool Supply Corp. Employee Stock Ownership PlanH & C Tool Supply Corp. Empl…$2MCe Holdings, Inc. Employee Stock Ownership PlanCe Holdings, Inc. Employee S…$2MCalpico, Inc. Employee Stock Ownership PlanCalpico, Inc. Employee Stock…$2M
End-of-year total assets ($M) among Carroll Apothecary, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Carroll Apothecary, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carroll Apothecary, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.085610377277042% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.85M $1.61M ▼ -13.0%
Year Plans Participants Total Assets
2022 1 34 $2M
2023 1 30 $2M
2024 1 30 $2M

Carroll Apothecary, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$211K
Employer EIN421151752
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Carroll Apothecary, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Carroll Apothecary, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.85328 · Participants: 34Carroll Apothecary, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Carroll Apothecary, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Carroll Apothecary, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carroll Apothecary, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Builders Steel Company Employee Stock Ownership Plan and Trust in MO ($2M); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Carroll Apothecary, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Carroll Apothecary, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.2% during 2022, from $2M to $2M. Reported net income was -$211K.
How have Carroll Apothecary, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Apothecary, Inc.'s sponsor-wide assets declined 13.1%, from $2M to $2M.
Which ESOP plans are similar in size to Carroll Apothecary, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Builders Steel Company Employee Stock Ownership Plan and Trust in MO ($2M, 14 participants).
Which ESOP plans cover a similar participant headcount to Carroll Apothecary, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants, $892K 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 421151752.

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.