ESOP · DOL Form 5500 · 2023
Carter Broadcast Group, Inc. ESOP
Data updated 2026-08-25
- $200K
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $7,983
- Avg per participant Low balance/head
Official DOL plan name: Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Carter Broadcast Group, Inc. · Missouri · Information & Media
$200K in assets, 25 participants
Carter Broadcast Group, Inc.'s Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust reported $200K in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #163 in Information & Media (2,818 peers)
Carter Broadcast Group, Inc. multi-year trail
Carter Broadcast Group, Inc.'s plans moved -36.2% in assets from 2022 to 2024; this filing shows Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust at $200K / 25 participants.
- #163
- in Information & Media (2,818 peers)
- -20.4%
- assets change YoY
The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$199,587 11th percentile higher than 11% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$16K in the plan year 2022 filing to -$51K in the plan year 2023 filing.
- Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $251K in the plan year 2022 filing to $200K in the plan year 2023 filing.
- Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.
DOL schedule card
Filing strip 430798703 · Carter Broadcast Group, Inc. PY 2023 · ESOP
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust · $200K · 25 · 11th
- PART $200K
- PART 25
- PART 11th
- PART ESOP
- PART near Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan
- PART ind #163
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 Missouri →
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Carter Broadcast Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carter Broadcast Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $160K 36.19952285584342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $251K |
| 2023 | 1 | 25 | $200K |
| 2024 | 1 | 24 | $160K |
Carter Broadcast Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $251K |
|---|---|
| Net Assets (End of Year) | $200K |
| Net Income | -$51K |
| Employer EIN | 430798703 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan in CT ($199K); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200K here).
- Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan (CT) $199K · 2
- Custom Profile Holdings, Inc. Employee Stock Ownership Plan (MI) $200K · 127
- Hot Frog Print & Media, Inc. Employee Stock Ownership Plan (PA) $200K · 22
- H & H Systems and Design Holding Company Employee Stock Ownership Plan (IN) $200K · 16
Similar participant headcount
Nearest other-state filings by covered participants (25 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.