ESOP · DOL Form 5500 · 2023

CARTERPIERCE ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
13
Participants Small participant base
73rd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Carterpierce Employee Stock Ownership Plan · Sponsored by CARTERPIERCE · Arizona · Professional & Technical Services

$20M in assets, 13 participants

CARTERPIERCE's Carterpierce Employee Stock Ownership Plan reported $20M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,761 in Professional & Technical Services (20,321 peers)

2023 asset change

Carterpierce Employee Stock Ownership Plan surged 3932.0% in 2023 ($500K → $20M) for 13 participants.

#14,761
in Professional & Technical Services (20,321 peers)
+3932.0%
assets growth YoY

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carterpierce Employee Stock Ownership Plan's outsized position by total assets

Carterpierce Employee Stock Ownership Plan vs every filed plan by assets

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

$20,160,000 Top 27% higher than 73% 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

Carterpierce Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carterpierce Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 922598072 · CARTERPIERCE PY 2023 · ESOP

Carterpierce Employee Stock Ownership Plan · $20M · 13 · 73rd

  • EBSA $20M
  • EBSA 13
  • EBSA 73rd
  • EBSA ESOP
  • EBSA near Heptacore, Inc. Employee Stock Ownership Plan
  • EBSA ind #14761

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 Arizona →

Carterpierce Employee Stock Ownership Plan in the asset neighbourhood

Carterpierce Employee Stock Ownership PlanCarterpierce Employee Stock …$20MHeptacore, Inc. Employee Stock Ownership PlanHeptacore, Inc. Employee Sto…$20MAllied Motion Technologies Inc. Employees' Stock Ownership PlanAllied Motion Technologies I…$20MInland Star Distribution Centers, Inc. Employee Stock Ownership PlanInland Star Distribution Cen…$20MMcfarland-Johnson, Inc. Employee Stock Ownership PlanMcfarland-Johnson, Inc. Empl…$20M
End-of-year total assets ($M) among Carterpierce Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)-$11M
Net Income-$11M
Employer EIN922598072
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

Peer ESOP plans, same state, same plan type, ranked by total assets.

Carterpierce Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Carterpierce Employee Stock Ownership Plan, Total assets ($B): 0.02016 · Participants: 13Carterpierce Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Carterpierce Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Carterpierce Employee Stock Ownership Plan side-by-side with 3 peers →

Carterpierce Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Heptacore, Inc. Employee Stock Ownership Plan in MO ($20M); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 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 Carterpierce Employee Stock Ownership Plan assets move in 2023? ▼
Carterpierce Employee Stock Ownership Plan surged - up 3932.0% during 2023, from $500K to $20M. Reported net income was -$11M.
Which ESOP plans are similar in size to Carterpierce Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Heptacore, Inc. Employee Stock Ownership Plan in MO ($20M, 45 participants).
Which ESOP plans cover a similar participant headcount to Carterpierce Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants, N/A 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 922598072.

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.