ESOP · DOL Form 5500 · 2023

Carris Financial Corp ESOP

Data updated 2026-08-25

$88M
Total assets Below avg plan size
427
Participants Below avg headcount
90th
Percentile by assets National rank
$206,721
Avg per participant Above avg balance/head
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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.

  • #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.

#16,033
in Manufacturing (18,722 peers)
+13.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Cfc ESOP's outsized position by total assets

Cfc ESOP vs every filed plan by assets

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

$88,270,000 Top 10% higher than 90% 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

Cfc ESOP 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. Cfc ESOP sits mid-pack in the medium band (427 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030326210 · Carris Financial Corp PY 2023 · ESOP

Cfc ESOP · $88M · 427 · 90th

  • PART $88M
  • PART 427
  • PART 90th
  • PART ESOP
  • PART near Cummins-Wagner Co., Inc. Employee Stock Ownership Plan
  • PART ind #16033

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 Vermont →

Cfc ESOP in the asset neighbourhood

Hunt Electric Employee Stock Ownership Plan and TrustHunt Electric Employee Stock…$89MEnergy Air, Inc. ESOP$89MCfc ESOP$88MCummins-Wagner Co., Inc. Employee Stock Ownership PlanCummins-Wagner Co., Inc. Emp…$88MCatamount Constructors, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc.…$88M
End-of-year total assets ($M) among Cfc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$88M
Net Income$10M
Employer EIN030326210
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carris Financial Corp)

Sponsor-wide plan assets over time

All Carris Financial Corp plans reported in each filing year

Latest sponsor-wide plan assets
$123M 20.824106288110805% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $102M $123M ▲ +20.8%
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 Scatter plot of 6 data points. -2000200400600800 -1000100200300400500 Total assets ($M) Participants Cfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership PlanAlpine Snowguards Employee Stock Ownership Plan, Total assets ($M): 16.1073 · Participants: 25Alpine Snowguards Employee Stock Ownership Plan
Cfc ESOP vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Cfc ESOP side-by-side with 3 peers →

Cfc ESOP's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Cummins-Wagner Co., Inc. Employee Stock Ownership Plan in MD ($88M); by covered participants it is Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust in MN (428 participants). Same-state nearby plans are listed separately above.

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 Cfc ESOP assets move in 2023? ▼
Cfc ESOP grew at a solid clip - up 13.4% during 2023, from $78M to $88M. Reported net income was $10M.
How have Carris Financial Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carris Financial Corp's sponsor-wide assets grew 20.8%, from $102M to $123M.
Where does Cfc ESOP rank by assets among Form 5500 filers? ▼
Cfc ESOP ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Cfc ESOP? ▼
Among ESOP plans in other states, the closest by assets is Cummins-Wagner Co., Inc. Employee Stock Ownership Plan in MD ($88M, 230 participants).
Which ESOP plans cover a similar participant headcount to Cfc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust in MN (428 participants, $38M 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 030326210.

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.