ESOP · DOL Form 5500 · 2023
Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt ESOP
Data updated 2026-08-25
- $922K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $184,408
- Avg per participant Above avg 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
$922K in assets, 5 participants
Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt's Ed & Carol Enterprises, Inc Retirement Plan reported $922K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,855 in Manufacturing (18,722 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 $922K / 5 participants.
- #1,855
- in Manufacturing (18,722 peers)
- -17.1%
- assets change YoY
The plan reported a net loss of $191K 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 2023 · DOL Form 5500
$922,039 23rd percentile higher than 23% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ed & Carol Enterprises, Inc Retirement Plan among micro filed plans by headcount
Plan-year 2023 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 (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ed & Carol Enterprises, Inc Retirement Plan reported net income fell from -$1K in the plan year 2022 filing to -$191K in the plan year 2023 filing.
- Ed & Carol Enterprises, Inc Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Ed & Carol Enterprises, Inc Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $922K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 842576053 · Ed & Carol Enterprises, Inc Dba Wish Upon a Quilt PY 2023 · ESOP
Ed & Carol Enterprises, Inc Retirement Plan · $922K · 5 · 23rd
- BOOK $922K
- VS-ST 5
- BOY 23rd
- SCH ESOP
- EBSA near Murphy Industrial Coatings, Inc. Employee Stock Ownership Plan
- PART ind #1855
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 (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $922K |
| Net Income | -$191K |
| 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.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
- Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
- Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
- State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144
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 Murphy Industrial Coatings, Inc. Employee Stock Ownership Plan in CA ($922K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($922K here).
- Murphy Industrial Coatings, Inc. Employee Stock Ownership Plan (CA) $922K · 17
- Associated Building Supply, Inc. Employee Stock Ownership Plan (CA) $920K · 54
- Greenville Federal Financial Corporation Employee Stock Ownership Plan (OH) $920K · 37
- Hunter's Ambulance Service, Inc. Employee Stock Ownership Plan (CT) $919K · 176
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.