ESOP · DOL Form 5500 · 2022
Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $278,191
- Avg per participant High balance/head
Official DOL plan name: Ed & Carol Enterprises, Inc Retirement Plan · Sponsored by Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt · North Carolina · Manufacturing
$1M in assets, 4 participants
Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt's Ed & Carol Enterprises, Inc Retirement Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #2,489 in Manufacturing (20,602 peers)
Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt multi-year trail
Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt's plans moved -82.5% in assets from 2022 to 2024; this filing shows Ed & Carol Enterprises, Inc Retirement Plan at $1M / 4 participants.
- #2,489
- in Manufacturing (20,602 peers)
- -0.1%
- assets change YoY
The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ed & Carol Enterprises, Inc Retirement Plan among the smaller filed plans by assets
Ed & Carol Enterprises, Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,112,765 26th percentile higher than 26% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ed & Carol Enterprises, Inc Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ed & Carol Enterprises, Inc Retirement Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 842576053 · Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt PY 2022 · ESOP
Ed & Carol Enterprises, Inc Retirement Plan · $1M · 4 · 26th
- PART $1M
- PART 4
- PART 26th
- PART ESOP
- PART near Karel Manufacturing, Inc. Employee Stock Ownersip Plan
- PART ind #2489
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 North Carolina →
Ed & Carol Enterprises, Inc Retirement Plan in the asset neighbourhood
Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt multi-year asset trail
Sponsor-wide plan assets over time
All Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt plans reported in each filing year
- Latest sponsor-wide plan assets
- $194K 82.54114750194336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 5 | $922K |
| 2024 | 1 | 3 | $194K |
Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$1K |
| Employer EIN | 842576053 |
| Plan Effective Date | 2019-08-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
Ed & Carol Enterprises, Inc Retirement Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Karel Manufacturing, Inc. Employee Stock Ownersip Plan in TX ($1M); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.