ESOP · DOL Form 5500 · 2023

Caron Engineering, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
31
Participants Small participant base
31st
Percentile by assets National rank
$65,172
Avg per participant Low balance/head
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Official DOL plan name: Caron Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Caron Engineering, Inc. · Maine · Professional & Technical Services

$2M in assets, 31 participants

Caron Engineering, Inc.'s Caron Engineering, Inc. Employee Stock Ownership Plan reported $2M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,406 in Professional & Technical Services (20,321 peers)

Caron Engineering, Inc. multi-year trail

Caron Engineering, Inc.'s plans moved +13.9% in assets from 2022 to 2024; this filing shows Caron Engineering, Inc. Employee Stock Ownership Plan at $2M / 31 participants.

#5,406
in Professional & Technical Services (20,321 peers)
+32.4%
assets growth YoY

Caron Engineering, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Caron Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,020,345 31st percentile higher than 31% 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

Caron Engineering, 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. Caron Engineering, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caron Engineering, Inc. Employee Stock Ownership Plan reported net income rose from $3K in the plan year 2022 filing to $529K in the plan year 2023 filing.
  • Caron Engineering, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Caron Engineering, Inc. Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010421391 · Caron Engineering, Inc. PY 2023 · ESOP

Caron Engineering, Inc. Employee Stock Ownership Plan · $2M · 31 · 31st

  • TYPE $2M
  • TYPE 31
  • TYPE 31st
  • TYPE ESOP
  • TYPE near Scientific Systems Company, Inc. Employee Stock Ownership Plan
  • TYPE ind #5406

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 Maine →

Caron Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Caron Engineering, Inc. Employee Stock Ownership PlanCaron Engineering, Inc. Empl…$2MScientific Systems Company, Inc. Employee Stock Ownership PlanScientific Systems Company, …$2MInnova Technologies Inc. Employee Stock Ownership PlanInnova Technologies Inc. Emp…$2MMcdermott-Costa Co., Inc. Employee Stock Ownership Plan and TrustMcdermott-Costa Co., Inc. Em…$2MErie Industrial Supply Company Employee Stock Ownership PlanErie Industrial Supply Compa…$2M
End-of-year total assets ($M) among Caron Engineering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Caron Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caron Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.850842226911276% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.53M $1.74M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 29 $2M
2023 1 31 $2M
2024 1 31 $2M

Caron Engineering, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$529K
Employer EIN010421391
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maine

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

Caron Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants Scatter plot of 6 data points. 0100200300400500600 -50050100150 Total assets ($M) Participants Caron Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.020345 · Participants: 31Caron Engineering, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.45285 · Participants: 479Sc Holdings, Inc. Employee Stock Ownership PlanMaine Drilling & Blasting Group Employee Stock Ownership Plan, Total assets ($M): 84.621407 · Participants: 425Maine Drilling & Blasting Group Employee Stock Ownership PlanJohnnys Selected Seeds Employee Stock Ownership Plan, Total assets ($M): 64.27302 · Participants: 249Johnnys Selected Seeds Employee Stock Ownership PlanSystems Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.084805 · Participants: 175Systems Engineering, Inc. Employee Stock Ownership PlanPortland Air Freight, Inc. Employee Stock Ownership Plan, Total assets ($M): 45.49657 · Participants: 85Portland Air Freight, Inc. Employee Stock Ownership Plan
Caron Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants
Compare Caron Engineering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Caron Engineering, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maine, the nearest ESOP by assets is Scientific Systems Company, Inc. Employee Stock Ownership Plan in MA ($2M); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Caron Engineering, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Caron Engineering, Inc. Employee Stock Ownership Plan surged - up 32.4% during 2023, from $2M to $2M. Reported net income was $529K.
How have Caron Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caron Engineering, Inc.'s sponsor-wide assets grew 13.9%, from $2M to $2M.
Which ESOP plans are similar in size to Caron Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Scientific Systems Company, Inc. Employee Stock Ownership Plan in MA ($2M, 108 participants).
Which ESOP plans cover a similar participant headcount to Caron Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants, $11M 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 010421391.

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.