ESOP · DOL Form 5500 · 2023

Carbo Forge, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
46
Participants Small participant base
72nd
Percentile by assets National rank
$414,199
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carbo Forge, Inc. Employee Stock Ownership Plan · Sponsored by Carbo Forge, Inc. · Ohio · Manufacturing

$19M in assets, 46 participants

Carbo Forge, Inc.'s Carbo Forge, Inc. Employee Stock Ownership Plan reported $19M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,493 in Manufacturing (18,722 peers)

Carbo Forge, Inc. multi-year trail

Carbo Forge, Inc.'s plans moved +17.6% in assets from 2022 to 2024; this filing shows Carbo Forge, Inc. Employee Stock Ownership Plan at $19M / 46 participants.

#11,493
in Manufacturing (18,722 peers)
+22.0%
assets growth YoY

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

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

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

$19,053,154 Top 28% higher than 72% 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

Carbo Forge, 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. Carbo Forge, Inc. Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carbo Forge, Inc. Employee Stock Ownership Plan reported net income rose from $998K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carbo Forge, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Carbo Forge, Inc. Employee Stock Ownership Plan reported participants rose from 44 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340892386 · Carbo Forge, Inc. PY 2023 · ESOP

Carbo Forge, Inc. Employee Stock Ownership Plan · $19M · 46 · 72nd

  • VS-ST $19M
  • VS-ST 46
  • VS-ST 72nd
  • VS-ST ESOP
  • VS-ST near Bridges Health Employee Stock Ownership Plan
  • VS-ST ind #11493

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 →

Carbo Forge, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Professional Risk Associates, Inc. Employee Stock Ownership PlanProfessional Risk Associates…$19MCarbo Forge, Inc. Employee Stock Ownership PlanCarbo Forge, Inc. Employee S…$19MBridges Health Employee Stock Ownership PlanBridges Health Employee Stoc…$19MB & D Industrial, Inc. Employee Stock Ownership PlanB & D Industrial, Inc. Emplo…$19MJla Supply, Inc. Employee Stock Ownership PlanJla Supply, Inc. Employee St…$19M
End-of-year total assets ($M) among Carbo Forge, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Carbo Forge, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carbo Forge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 17.639660774769013% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.6M $18.4M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 44 $16M
2023 1 46 $19M
2024 1 40 $18M

Carbo Forge, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN340892386
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Carbo Forge, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Carbo Forge, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.019053154 · Participants: 46Carbo Forge, 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
Carbo Forge, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Carbo Forge, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Bridges Health Employee Stock Ownership Plan in OK ($19M); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Carbo Forge, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Carbo Forge, Inc. Employee Stock Ownership Plan grew sharply - up 22.0% during 2023, from $16M to $19M. Reported net income was $3M.
How have Carbo Forge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carbo Forge, Inc.'s sponsor-wide assets grew 17.6%, from $16M to $18M.
Which ESOP plans are similar in size to Carbo Forge, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bridges Health Employee Stock Ownership Plan in OK ($19M, 1,723 participants).
Which ESOP plans cover a similar participant headcount to Carbo Forge, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants, $10M 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 340892386.

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.