ESOP · DOL Form 5500 · 2023
Consolidated Carbide, Ltd. ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $334,622
- Avg per participant High balance/head
Official DOL plan name: Consolidated Carbide, Ltd. Employee Stock Ownership Plan · Sponsored by Consolidated Carbide, Ltd. · Arizona · Manufacturing
$9M in assets, 28 participants
Consolidated Carbide, Ltd.'s Consolidated Carbide, Ltd. Employee Stock Ownership Plan reported $9M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #8,047 in Manufacturing (18,722 peers)
Consolidated Carbide, Ltd. multi-year trail
Consolidated Carbide, Ltd.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Consolidated Carbide, Ltd. Employee Stock Ownership Plan at $9M / 28 participants.
- #8,047
- in Manufacturing (18,722 peers)
- +22.5%
- assets growth YoY
Consolidated Carbide, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Consolidated Carbide, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,369,428 Top 43% higher than 57% 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
Consolidated Carbide, Ltd. 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. Consolidated Carbide, Ltd. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Consolidated Carbide, Ltd. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Consolidated Carbide, Ltd. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Consolidated Carbide, Ltd. Employee Stock Ownership Plan reported participants fell from 33 in the plan year 2022 filing to 28 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860884382 · Consolidated Carbide, Ltd. PY 2023 · ESOP
Consolidated Carbide, Ltd. Employee Stock Ownership Plan · $9M · 28 · 57th
- BOOK $9M
- BOOK 28
- BOOK 57th
- BOOK ESOP
- BOOK near Shepard Exposition Services, Inc. Employee Stock Ownership Plan
- BOOK ind #8047
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 →
Consolidated Carbide, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Consolidated Carbide, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Consolidated Carbide, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 34.74402251970003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $8M |
| 2023 | 1 | 28 | $9M |
| 2024 | 1 | 31 | $10M |
Consolidated Carbide, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 860884382 |
| Plan Effective Date | 2000-08-17 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.1B · 2,392
- U-Haul Holding Company Employee Stock Ownership Plan $619M · 19,740
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Pima Medical Institute Employee Stock Ownership Plan $216M · 1,057
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
Consolidated Carbide, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Shepard Exposition Services, Inc. Employee Stock Ownership Plan in GA ($9M); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
- Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust (MN) 28 · 0 off
- Bgw Architects II, P.C. Employee Stock Ownership Plan (UT) 28 · 0 off
- Crystal Heating & Cooling Service, Inc. Employee Stock Ownership Plan (MO) 28 · 0 off
- Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust (TX) 28 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.