ESOP · DOL Form 5500 · 2023

Carley Corporation ESOP

Data updated 2026-08-11

$25M
Total assets
139
Participants
77th
Percentile by assets
$181,921
Avg per participant
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Official DOL plan name: Carley Corporation Employee Stock Ownership Plan · Sponsored by Carley Corporation · Florida · Professional & Technical Services

$25M in assets, 139 participants

Carley Corporation's Carley Corporation Employee Stock Ownership Plan reported $25M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 127,072 plans)
  • #15,638 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Carley Corporation Employee Stock Ownership Plan covers 139 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $25M.

$25M
total plan assets (2023 EOY)
139
covered participants
77th
percentile by assets (of 127,072 plans)
$181,921
avg assets per participant

Where Carley Corporation Employee Stock Ownership Plan sits by total assets

Carley Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$25,287,085 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carley Corporation Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Carley Corporation Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Carley Corporation Employee Stock Ownership Plan reported participants rose from 124 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Florida
Industry
Professional & Technical Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Carley Corporation Employee Stock Ownership Plan reports 139 participants - about 22% of that state average ($25M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN593067791
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carley Corporation)

$25M$30M$35M$40M$45M 202220232024 $29.2M $40.9M ▲ +39.9%
Total plan assets by year, all Carley Corporation plans on file
Year Plans Participants Total Assets
2022 2 290 $29M
2023 2 404 $37M
2024 2 345 $41M

Nearby ESOP Plans in Florida

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

Carley Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Carley Corporation E…, Total assets ($B): 0.025287085 · Participants: 139Carley Corporation E…Publix Super Markets…, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets…Raymond James Financ…, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financ…Rsr Employee Stock O…, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock O…Summit Companies Hol…, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Hol…Thirty Fifteen Emplo…, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Emplo…
Carley Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Carley Corporation Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Carley Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Carley Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Carley Corporation Employee Stock Ownership Plan surged - up 30.4% during 2023, from $19M to $25M. Reported net income was $6M.
How have Carley Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carley Corporation's sponsor-wide assets grew 39.9%, from $29M to $41M.
Where does Carley Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carley Corporation Employee Stock Ownership Plan ranks in the 77th 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 Carley Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan in OH ($25M, 123 participants).

Next read for Carley Corporation Employee Stock Owners…

Filing takeaways

Ways to act on Carley Corporation Employee Stock Ownership Plan's numbers.

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 593067791.

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.