ESOP · DOL Form 5500 · 2022

Carrier Process Equipment Group, Inc. ESOP

Data updated 2026-08-25

$80M
Total assets Below avg plan size
211
Participants Below avg headcount
91st
Percentile by assets National rank
$380,609
Avg per participant High balance/head
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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.

  • #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.

#17,945
in Manufacturing (20,602 peers)
+9.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$80,308,534 Top 9% higher than 91% of 139,123 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 2022

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (211 participants).

EBSA filing schedule strip

Filing strip 812418317 · Carrier Process Equipment Group, Inc. PY 2022 · ESOP

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan · $80M · 211 · 91st

  • SCH $80M
  • EBSA 211
  • PART 91st
  • TYPE ESOP
  • NET near North State Grocery, Inc. Employee Stock Ownership Plan
  • BOOK ind #17945

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 Kentucky →

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

State Bankshares Employee Stock Ownership Plan and TrustState Bankshares Employee St…$81MCummins-Wagner Co., Inc. Employee Stock Ownership PlanCummins-Wagner Co., Inc. Emp…$80MNorth State Grocery, Inc. Employee Stock Ownership PlanNorth State Grocery, Inc. Em…$80MCarrier Process Equipment Group, Inc. Employee Stock Ownership PlanCarrier Process Equipment Gr…$80MHoward Building Corporation Employee Stock Ownership PlanHoward Building Corporation …$80M
End-of-year total assets ($M) among Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$68M
Net Income$4M
Employer EIN812418317
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrier Process Equipment Group, Inc.)

Sponsor-wide plan assets over time

All Carrier Process Equipment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$113M 5.696570180258491% vs 2022
2023 filing year
$106M$108M$110M$112M$114M 20222023 $107M $113M ▲ +5.7%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.080308534 · Participants: 211Carrier Process Equipment Group, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is North State Grocery, Inc. Employee Stock Ownership Plan in CA ($80M); by covered participants it is Ctl Engineering, Inc. Employee Stock Ownership Plan in OH (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.4% during 2022, from $73M to $80M. Reported net income was $4M.
How have Carrier Process Equipment Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carrier Process Equipment Group, Inc.'s sponsor-wide assets grew 5.7%, from $107M to $113M.
Where does Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is North State Grocery, Inc. Employee Stock Ownership Plan in CA ($80M, 582 participants).
Which ESOP plans cover a similar participant headcount to Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ctl Engineering, Inc. Employee Stock Ownership Plan in OH (211 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812418317.

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.