ESOP · DOL Form 5500 · 2023

Carroll Distributing & Construction Supply, Inc. ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
265
Participants Below avg headcount
86th
Percentile by assets National rank
$206,911
Avg per participant Above avg balance/head
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Official DOL plan name: Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan · Sponsored by Carroll Distributing & Construction Supply, Inc. · Iowa · Retail Trade

$55M in assets, 265 participants

Carroll Distributing & Construction Supply, Inc.'s Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan reported $55M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,774 in Retail Trade (8,414 peers)

Coverage in Iowa

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan covers 265 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $55M.

#7,774
in Retail Trade (8,414 peers)
+11.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan's outsized position by total assets

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$54,831,388 Top 14% higher than 86% 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

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan end-of-year assets rose from $49M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421190085 · Carroll Distributing & Construction Supply, Inc. PY 2023 · ESOP

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan · $55M · 265 · 86th

  • PCT $55M
  • PCT 265
  • PCT 86th
  • PCT ESOP
  • PCT near Olsson, Inc. Employee Stock Ownership Plan
  • PCT ind #7774

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 Iowa →

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Millstone Weber Employee Stock Ownership PlanMillstone Weber Employee Sto…$55MMsa Professional Services, Inc. Employee Stock Ownership PlanMsa Professional Services, I…$55MCarroll Distributing & Construction Supply, Inc. Employee Stock Ownership PlanCarroll Distributing & Const…$55MOlsson, Inc. Employee Stock Ownership PlanOlsson, Inc. Employee Stock …$55MTriad Manufacturing, Inc. Employee Stock Ownership PlanTriad Manufacturing, Inc. Em…$55M
End-of-year total assets ($M) among Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$36M
Net Income$8M
Employer EIN421190085
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Distributing & Construction Supply, Inc.)

Sponsor-wide plan assets over time

All Carroll Distributing & Construction Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 11.287116006253045% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.4M $66.1M ▲ +11.3%
Year Plans Participants Total Assets
2022 2 529 $59M
2023 2 543 $67M
2024 2 611 $66M

Nearby ESOP Plans in Iowa

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

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 20040060080010001200 02004006008001000 Total assets ($M) Participants Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 54.831388 · Participants: 265Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Olsson, Inc. Employee Stock Ownership Plan in NE ($55M); by covered participants it is Plains Ag Employee Stock Ownership Plan in ND (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.3% during 2023, from $49M to $55M. Reported net income was $8M.
How have Carroll Distributing & Construction Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Distributing & Construction Supply, Inc.'s sponsor-wide assets grew 11.3%, from $59M to $66M.
Where does Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Olsson, Inc. Employee Stock Ownership Plan in NE ($55M, 1,665 participants).
Which ESOP plans cover a similar participant headcount to Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Plains Ag Employee Stock Ownership Plan in ND (265 participants, $38M 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 421190085.

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.