ESOP · DOL Form 5500 · 2022
Carrier Process Equipment Group, Inc. ESOP
Data updated 2026-08-11
- $80M
- Total assets
- 211
- Participants
- 91st
- Percentile by assets
- $380,609
- Avg per participant
Official DOL plan name: Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan · Sponsored by Carrier Process Equipment Group, Inc. · Kentucky · Manufacturing
$80M in assets, 211 participants
Carrier Process Equipment Group, Inc.'s Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan reported $80M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #17,945 in Manufacturing (20,602 peers)
Coverage in Kentucky
Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan covers 211 participants in Kentucky, about 33% of the average Kentucky filer (state average ~647 per filing). Assets: $80M.
- $80M
- total plan assets (2022 EOY)
- 211
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $380,609
- avg assets per participant
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan reports 211 participants - about 33% of that state average ($80M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $4M |
| Employer EIN | 812418317 |
| Plan Effective Date | 1984-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carrier Process Equipment Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 677 | $107M |
| 2023 | 3 | 716 | $113M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.1B · 6,338
- Stock Yards Bank & Trust Company 401(k) Employee $140M · 682
- Gray, Inc. Employee Stock Ownership Plan $113M · 1,269
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $109M · 831
- H & R Agri-Power Employee Stock Ownership Plan $82M · 444
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan 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 Kentucky. Compare plans
- Carrier Process Equipment Group, Inc.'s sponsor-wide assets have grown 5.7% since 2022 across 2 plan years on file. More Manufacturing plans