ESOP · DOL Form 5500 · 2023
Carlson, Brigance and Doering, Inc. ESOP
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $194,444
- Avg per participant Above avg balance/head
Official DOL plan name: Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan · Sponsored by Carlson, Brigance and Doering, Inc. · Texas · Professional & Technical Services
$18M in assets, 90 participants
Carlson, Brigance and Doering, Inc.'s Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan reported $18M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #14,151 in Professional & Technical Services (20,321 peers)
Carlson, Brigance and Doering, Inc. multi-year trail
Carlson, Brigance and Doering, Inc.'s plans moved +20.6% in assets from 2022 to 2024; this filing shows Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan at $18M / 90 participants.
- #14,151
- in Professional & Technical Services (20,321 peers)
- -1.5%
- assets change YoY
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan's outsized position by total assets
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,500,000 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $457K in the plan year 2023 filing.
- Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan reported participants rose from 79 in the plan year 2022 filing to 90 in the plan year 2023 filing.
- Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan end-of-year assets fell from $18M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 742434469 · Carlson, Brigance and Doering, Inc. PY 2023 · ESOP
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan · $18M · 90 · 70th
- EBSA $18M
- EBSA 90
- EBSA 70th
- EBSA ESOP
- EBSA near Sentinel Technologies Inc. Employee Stock Ownership Plan
- EBSA ind #14151
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 Texas →
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Carlson, Brigance and Doering, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carlson, Brigance and Doering, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 20.612769267071705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 184 | $25M |
| 2023 | 2 | 208 | $27M |
| 2024 | 2 | 221 | $31M |
Carlson, Brigance and Doering, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | $457K |
| Employer EIN | 742434469 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Sentinel Technologies Inc. Employee Stock Ownership Plan in IL ($18M); by covered participants it is Peoples Financial Corporation Employee Stock Ownership Plan in MS (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- Peoples Financial Corporation Employee Stock Ownership Plan (MS) 90 · 0 off
- Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust (VA) 90 · 0 off
- Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust (ND) 90 · 0 off
- Design Solutions & Integration Inc. Employee Stock Ownership Plan (SD) 90 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.