ESOP · DOL Form 5500 · 2023

Leap/Carpenter/Kemps Insurance Agency ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
38
Participants Small participant base
43rd
Percentile by assets National rank
$122,373
Avg per participant Near avg balance/head
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Official DOL plan name: Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan · Sponsored by Leap/Carpenter/Kemps Insurance Agency · California · Finance & Insurance

$5M in assets, 38 participants

Leap/Carpenter/Kemps Insurance Agency's Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan reported $5M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,678 in Finance & Insurance (8,869 peers)

Leap/Carpenter/Kemps Insurance Agency multi-year trail

Leap/Carpenter/Kemps Insurance Agency's plans moved -58.5% in assets from 2022 to 2024; this filing shows Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan at $5M / 38 participants.

#2,678
in Finance & Insurance (8,869 peers)
-53.6%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan vs every filed plan by assets

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

$4,650,191 43rd percentile higher than 43% 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

Leap/Carpenter/Kemps Insurance Agency 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. Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan reported net income fell from $932K in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan reported participants fell from 41 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941434076 · Leap/Carpenter/Kemps Insurance Agency PY 2023 · ESOP

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan · $5M · 38 · 43rd

  • EOY $5M
  • EOY 38
  • EOY 43rd
  • EOY ESOP
  • EOY near Nesm Holdings, Inc. Employee Stock Ownership Plan
  • EOY ind #2678

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 →

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan in the asset neighbourhood

Mckenzie Supply Company Employee Stock Ownership PlanMckenzie Supply Company Empl…$5MRevision Collective, Inc. Employee Stock Ownership PlanRevision Collective, Inc. Em…$5MLeap/Carpenter/Kemps Insurance Agency Employee Stock Ownership PlanLeap/Carpenter/Kemps Insuran…$5MNesm Holdings, Inc. Employee Stock Ownership PlanNesm Holdings, Inc. Employee…$5MNspj Architects, P.a. Employee Stock Ownership PlanNspj Architects, P.a. Employ…$5M
End-of-year total assets ($M) among Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Leap/Carpenter/Kemps Insurance Agency multi-year asset trail

Sponsor-wide plan assets over time

All Leap/Carpenter/Kemps Insurance Agency plans reported in each filing year

Latest sponsor-wide plan assets
$4M 58.48692869809995% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $10M $4.16M ▼ -58.5%
Year Plans Participants Total Assets
2022 1 41 $10M
2023 1 38 $5M
2024 1 1 $4M

Leap/Carpenter/Kemps Insurance Agency filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$5M
Net Income-$5M
Employer EIN941434076
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan, Total assets ($B): 0.004650191 · Participants: 38Leap/Carpenter/Kemps Insurance Agency 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
Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan side-by-side with 3 peers →

Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Nesm Holdings, Inc. Employee Stock Ownership Plan in NH ($5M); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan assets move in 2023? ▼
Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan contracted severely - down 53.6% during 2023, from $10M to $5M. Reported net income was -$5M.
How have Leap/Carpenter/Kemps Insurance Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leap/Carpenter/Kemps Insurance Agency's sponsor-wide assets declined 58.5%, from $10M to $4M.
Which ESOP plans are similar in size to Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nesm Holdings, Inc. Employee Stock Ownership Plan in NH ($5M, 34 participants).
Which ESOP plans cover a similar participant headcount to Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 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 941434076.

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.