Other
2022 plan-year Other DOL Form 5500

Asbury Carbons, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Asbury Carbons, Inc. & Subs · Delaware · Manufacturing

What the 2023 filing shows

Asbury Carbons, Inc. Employee Stock Ownership Plan holds $5M for 160 participants — about $30,161 per participant, down 74.8% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
160
covered participants
$30,161
avg assets per participant
-74.8%
assets change YoY

The plan reported a net loss of $14M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
160
State
Industry
Manufacturing

What the Filing Says About Asbury Carbons, Inc. Employee Stock Ownership Plan

Asbury Carbons, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Asbury Carbons, Inc. & Subs, headquartered in Delaware. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 160 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 220744000, and the plan has been effective since 1984-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $5M at year-end — a decline of 74.8%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-13,927,063 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-13,927,063
Plan TypeOther
Employer EIN220744000
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asbury Carbons, Inc. & Subs)

Year Plans Participants Total Assets
2022 4 752 $68M
2023 4 780 $64M
2024 1 139 $298K

Nearby Other Plans in Delaware

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

Frequently Asked Questions

How much money is in the Asbury Carbons, Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Asbury Carbons, Inc. Employee Stock Ownership Plan holds $5M in total assets with 160 participants. It is sponsored by Asbury Carbons, Inc. & Subs.
What type of plan is Asbury Carbons, Inc. Employee Stock Ownership Plan?
Asbury Carbons, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 1984-07-01. The plan is filed with the U.S. Department of Labor under EIN 220744000.
Who sponsors the Asbury Carbons, Inc. Employee Stock Ownership Plan?
Asbury Carbons, Inc. Employee Stock Ownership Plan is sponsored by Asbury Carbons, Inc. & Subs, located in Delaware. The sponsor's EIN is 220744000 and the plan operates in the Manufacturing industry.
How did Asbury Carbons, Inc. Employee Stock Ownership Plan perform in 2022?
Asbury Carbons, Inc. Employee Stock Ownership Plan declined by 74.8% during 2022, moving from $19M to $5M in total assets. Net income was $-13,927,063.
Where can I find official filings for Asbury Carbons, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Asbury Carbons, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 220744000 or plan name at efast.dol.gov.
How does Asbury Carbons, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Asbury Carbons, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Delaware on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 220744000.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.