ESOP · DOL Form 5500 · 2023

Bill Carr Surveys, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
34th
Percentile by assets National rank
$105,338
Avg per participant Below avg balance/head
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Official DOL plan name: Bill Carr Surveys, Inc. Employee Stock Ownership Plan · Sponsored by Bill Carr Surveys, Inc. · California · Professional & Technical Services

$3M in assets, 26 participants

Bill Carr Surveys, Inc.'s Bill Carr Surveys, Inc. Employee Stock Ownership Plan reported $3M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,317 in Professional & Technical Services (20,321 peers)

Bill Carr Surveys, Inc. multi-year trail

Bill Carr Surveys, Inc.'s plans moved +38.8% in assets from 2022 to 2024; this filing shows Bill Carr Surveys, Inc. Employee Stock Ownership Plan at $3M / 26 participants.

#6,317
in Professional & Technical Services (20,321 peers)
-2.3%
assets change YoY

Bill Carr Surveys, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bill Carr Surveys, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,738,793 34th percentile higher than 34% 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

Bill Carr Surveys, Inc. 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. Bill Carr Surveys, Inc. Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bill Carr Surveys, Inc. Employee Stock Ownership Plan reported net income fell from $509K in the plan year 2022 filing to $61K in the plan year 2023 filing.
  • Bill Carr Surveys, Inc. Employee Stock Ownership Plan reported participants fell from 30 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Bill Carr Surveys, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330387885 · Bill Carr Surveys, Inc. PY 2023 · ESOP

Bill Carr Surveys, Inc. Employee Stock Ownership Plan · $3M · 26 · 34th

  • BOOK $3M
  • BOOK 26
  • BOOK 34th
  • BOOK ESOP
  • BOOK near Stailey Insurance Corporation Employee Stock Ownership Plan
  • BOOK ind #6317

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 California →

Bill Carr Surveys, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bill Carr Surveys, Inc. Employee Stock Ownership PlanBill Carr Surveys, Inc. Empl…$3MStailey Insurance Corporation Employee Stock Ownership PlanStailey Insurance Corporatio…$3MImagine Early Learning Centers Employee Stock Ownership PlanImagine Early Learning Cente…$3MStruthers-Dunn Employee Stock Ownership PlanStruthers-Dunn Employee Stoc…$3MSun Precast Company, Inc. Employee Stock Ownership PlanSun Precast Company, Inc. Em…$3M
End-of-year total assets ($M) among Bill Carr Surveys, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bill Carr Surveys, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bill Carr Surveys, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.81338923656979% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.8M $3.89M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 30 $3M
2023 1 26 $3M
2024 1 25 $4M

Bill Carr Surveys, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$61K
Employer EIN330387885
Plan Effective Date2007-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Bill Carr Surveys, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bill Carr Surveys, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002738793 · Participants: 26Bill Carr Surveys, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Bill Carr Surveys, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bill Carr Surveys, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bill Carr Surveys, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Stailey Insurance Corporation Employee Stock Ownership Plan in CO ($3M); by covered participants it is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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.

Frequently Asked Questions

How did Bill Carr Surveys, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bill Carr Surveys, Inc. Employee Stock Ownership Plan edged down modestly - down 2.3% during 2023, from $3M to $3M. Reported net income was $61K.
How have Bill Carr Surveys, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bill Carr Surveys, Inc.'s sponsor-wide assets grew 38.8%, from $3M to $4M.
Which ESOP plans are similar in size to Bill Carr Surveys, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stailey Insurance Corporation Employee Stock Ownership Plan in CO ($3M, 15 participants).
Which ESOP plans cover a similar participant headcount to Bill Carr Surveys, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants, $17M 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 330387885.

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.