ESOP · DOL Form 5500 · 2023

Carestar, Inc. ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
345
Participants Below avg headcount
89th
Percentile by assets National rank
$225,472
Avg per participant Above avg balance/head
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Official DOL plan name: Carestar, Inc. Employee Stock Ownership Plan · Sponsored by Carestar, Inc. · Ohio · Healthcare & Social Assistance

$78M in assets, 345 participants

Carestar, Inc.'s Carestar, Inc. Employee Stock Ownership Plan reported $78M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,084 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Carestar, Inc. Employee Stock Ownership Plan covers 345 participants in Ohio, about 45% of the average Ohio filer (state average ~765 per filing). Assets: $78M.

#16,084
in Healthcare & Social Assistance (17,684 peers)
+26.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Carestar, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$77,787,722 Top 11% higher than 89% of 127,068 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 2023

Carestar, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carestar, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (345 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carestar, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Carestar, Inc. Employee Stock Ownership Plan end-of-year assets rose from $61M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Carestar, Inc. Employee Stock Ownership Plan reported participants rose from 323 in the plan year 2022 filing to 345 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311254105 · Carestar, Inc. PY 2023 · ESOP

Carestar, Inc. Employee Stock Ownership Plan · $78M · 345 · 89th

  • SCH $78M
  • EBSA 345
  • PART 89th
  • TYPE ESOP
  • NET near F.L. Crane & Sons, Inc. Employee Stock Ownership Plan
  • BOOK ind #16084

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 Ohio →

Carestar, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Honeywell Puerto Rico Savings PlanHoneywell Puerto Rico Saving…$78MCarestar, Inc. Employee Stock Ownership PlanCarestar, Inc. Employee Stoc…$78MF.L. Crane & Sons, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Empl…$78MGraydaze Contracting, Inc. Employee Stock Ownership PlanGraydaze Contracting, Inc. E…$78MAerotech, Inc. Employee Stock Ownership Plan and TrustAerotech, Inc. Employee Stoc…$78M
End-of-year total assets ($M) among Carestar, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$78M
Net Income$16M
Employer EIN311254105
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carestar, Inc.)

Sponsor-wide plan assets over time

All Carestar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 42.07910348768379% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74M $105M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 697 $74M
2023 2 799 $93M
2024 2 897 $105M

Nearby ESOP Plans in Ohio

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

Carestar, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Carestar, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077787722 · Participants: 345Carestar, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Carestar, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Carestar, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is F.L. Crane & Sons, Inc. Employee Stock Ownership Plan in MS ($78M); by covered participants it is Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan in MN (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carestar, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Carestar, Inc. Employee Stock Ownership Plan grew sharply - up 26.5% during 2023, from $61M to $78M. Reported net income was $16M.
How have Carestar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carestar, Inc.'s sponsor-wide assets grew 42.1%, from $74M to $105M.
Where does Carestar, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carestar, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Carestar, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is F.L. Crane & Sons, Inc. Employee Stock Ownership Plan in MS ($78M, 325 participants).
Which ESOP plans cover a similar participant headcount to Carestar, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan in MN (345 participants, $52M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311254105.

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.