ESOP · DOL Form 5500 · 2023

Carley Corporation ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
139
Participants Small participant base
77th
Percentile by assets National rank
$181,921
Avg per participant Above avg balance/head
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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.

  • #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.

#15,638
in Professional & Technical Services (20,321 peers)
+30.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carley Corporation Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Carley Corporation 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. Carley Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (139 participants).

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 →

DOL schedule card

Filing strip 593067791 · Carley Corporation PY 2023 · ESOP

Carley Corporation Employee Stock Ownership Plan · $25M · 139 · 77th

  • EIN $25M
  • EIN 139
  • EIN 77th
  • EIN ESOP
  • EIN near Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan
  • EIN ind #15638

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 Florida →

Carley Corporation Employee Stock Ownership Plan in the asset neighbourhood

Carley Corporation Employee Stock Ownership PlanCarley Corporation Employee …$25MKirkwood Holding Inc. Employees' Stock Ownership Trust and PlanKirkwood Holding Inc. Employ…$25MPipe Distributors, Inc. Employee Stock Ownership PlanPipe Distributors, Inc. Empl…$25MGeolabs, Inc. Employee Stock Ownership PlanGeolabs, Inc. Employee Stock…$25MPoblocki Paving Corp. Employee Stock Ownership PlanPoblocki Paving Corp. Employ…$25M
End-of-year total assets ($M) among Carley Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Carley Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$41M 39.89369162889963% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.2M $40.9M ▲ +39.9%
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 ($B) Participants Carley Corporation Employee Stock Ownership Plan, Total assets ($B): 0.025287085 · Participants: 139Carley Corporation Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Carley Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Carley Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Carley Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan in OH ($25M); by covered participants it is Cornerstone Controls, Inc. Employee Stock Ownership Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 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).
Which ESOP plans cover a similar participant headcount to Carley Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cornerstone Controls, Inc. Employee Stock Ownership Plan in IN (139 participants, $91M 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 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.