ESOP · DOL Form 5500 · 2023
Carestar, Inc. ESOP
Data updated 2026-08-11
- $78M
- Total assets
- 345
- Participants
- 89th
- Percentile by assets
- $225,472
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $78M
- total plan assets (2023 EOY)
- 345
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $225,472
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Carestar, Inc. Employee Stock Ownership Plan reports 345 participants - about 45% of that state average ($78M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $16M |
| Employer EIN | 311254105 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carestar, Inc.)
| 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
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Carestar, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Carestar, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Carestar, Inc. plan assets changed over time? ▼
Where does Carestar, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Carestar, Inc. Employee Stock Ownership Plan? ▼
Next read for Carestar, Inc. Employee Stock Ownership …
Filing takeaways
Ways to act on Carestar, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Carestar, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Carestar, Inc.'s sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans