ESOP · DOL Form 5500 · 2023

Carrier Johnson ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
41
Participants Small participant base
58th
Percentile by assets National rank
$233,944
Avg per participant Above avg balance/head
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Official DOL plan name: Carrier Johnson Employee Stock Ownership Plan · Sponsored by Carrier Johnson · California · Professional & Technical Services

$10M in assets, 41 participants

Carrier Johnson's Carrier Johnson Employee Stock Ownership Plan reported $10M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,406 in Professional & Technical Services (20,321 peers)

Carrier Johnson multi-year trail

Carrier Johnson's plans moved -23.1% in assets from 2022 to 2024; this filing shows Carrier Johnson Employee Stock Ownership Plan at $10M / 41 participants.

#11,406
in Professional & Technical Services (20,321 peers)
-17.1%
assets change YoY

The plan reported a net loss of $240K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carrier Johnson Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carrier Johnson Employee Stock Ownership Plan vs every filed plan by assets

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

$9,591,699 Top 42% higher than 58% 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

Carrier Johnson 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. Carrier Johnson Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrier Johnson Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$240K in the plan year 2023 filing.
  • Carrier Johnson Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Carrier Johnson Employee Stock Ownership Plan reported participants fell from 43 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953138414 · Carrier Johnson PY 2023 · ESOP

Carrier Johnson Employee Stock Ownership Plan · $10M · 41 · 58th

  • ASSETS $10M
  • ASSETS 41
  • ASSETS 58th
  • ASSETS ESOP
  • ASSETS near Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan
  • ASSETS ind #11406

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 →

Carrier Johnson Employee Stock Ownership Plan in the asset neighbourhood

Carrier Johnson Employee Stock Ownership PlanCarrier Johnson Employee Sto…$10MHanbury Evans Wright Vlattas + Company Employee Stock Ownership PlanHanbury Evans Wright Vlattas…$10MHelwig Carbon Products, Inc. Employee Stock Ownership PlanHelwig Carbon Products, Inc.…$10MFoldcraft Co. Employee Stock Ownership PlanFoldcraft Co. Employee Stock…$10MTen-E Packaging Services, Inc. Employee Stock Ownership Plan and TrustTen-E Packaging Services, In…$10M
End-of-year total assets ($M) among Carrier Johnson Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Carrier Johnson multi-year asset trail

Sponsor-wide plan assets over time

All Carrier Johnson plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.134004467168428% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $18.5M $14.2M ▼ -23.2%
Year Plans Participants Total Assets
2022 2 104 $19M
2023 2 114 $16M
2024 2 126 $14M

Carrier Johnson filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$240K
Employer EIN953138414
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Carrier Johnson Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Carrier Johnson Employee Stock Ownership Plan, Total assets ($B): 0.009591699 · Participants: 41Carrier Johnson 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
Carrier Johnson Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Carrier Johnson Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan in VA ($10M); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Carrier Johnson Employee Stock Ownership Plan assets move in 2023? ▼
Carrier Johnson Employee Stock Ownership Plan declined sharply - down 17.1% during 2023, from $12M to $10M. Reported net income was -$240K.
How have Carrier Johnson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrier Johnson's sponsor-wide assets declined 23.1%, from $19M to $14M.
Which ESOP plans are similar in size to Carrier Johnson Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan in VA ($10M, 135 participants).
Which ESOP plans cover a similar participant headcount to Carrier Johnson Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants, $2M 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 953138414.

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.