ESOP · DOL Form 5500 · 2023
Carris Financial Corp ESOP
Data updated 2026-08-11
- $88M
- Total assets
- 427
- Participants
- 90th
- Percentile by assets
- $206,721
- Avg per participant
Official DOL plan name: Cfc ESOP · Sponsored by Carris Financial Corp · Vermont · Manufacturing
$88M in assets, 427 participants
Carris Financial Corp's Cfc ESOP reported $88M in total assets and 427 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #16,033 in Manufacturing (18,722 peers)
Where Cfc ESOP sits by assets
Cfc ESOP sits in the top 10% of all filed plans by assets, $88M for 427 participants (~$206,721/participant), up 13.4% in 2023.
- $88M
- total plan assets (2023 EOY)
- 427
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $206,721
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cfc ESOP reported net income fell from $15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Cfc ESOP end-of-year assets rose from $78M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- Cfc ESOP reported participants rose from 402 in the plan year 2022 filing to 427 in the plan year 2023 filing.
Cfc ESOP vs the 2023 asset distribution
By assets, Cfc ESOP outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $10M |
| Employer EIN | 030326210 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carris Financial Corp)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 877 | $102M |
| 2023 | 2 | 908 | $115M |
| 2024 | 2 | 913 | $123M |
Nearby ESOP Plans in Vermont
Peer ESOP plans, same state, same plan type, ranked by total assets.
Cfc ESOP vs. nearby ESOP plans in Vermont, assets vs. participants
- Vermont Information Processing, Inc. Employee Stock Ownership Plan $424M · 600
- King Arthur Employee Stock Ownership Plan $192M · 304
- Hallam Associates, Inc. Employee Stock Ownership Plan and Trust $23M · 134
- Trust Company of Vermont Employee Stock Ownership Plan $19M · 43
- Alpine Snowguards Employee Stock Ownership Plan $16M · 25
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Cfc ESOP by total assets, not by location.
Frequently Asked Questions
How did Cfc ESOP assets move in 2023? ▼
How have Carris Financial Corp plan assets changed over time? ▼
Where does Cfc ESOP rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Cfc ESOP? ▼
Next read for Cfc ESOP
Scale reading
Ways to act on Cfc ESOP's numbers.
- By total assets, Cfc ESOP ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Vermont. Compare plans
- Carris Financial Corp's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Manufacturing plans