ESOP · DOL Form 5500 · 2023

Carolina Solar Services ESOP

Data updated 2026-08-25

$564K
Total assets Small plan by assets
46
Participants Small participant base
19th
Percentile by assets National rank
$12,271
Avg per participant Low balance/head
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Official DOL plan name: Carolina Solar Services Employee Stock Ownership Plan · Sponsored by Carolina Solar Services · North Carolina · Utilities

$564K in assets, 46 participants

Carolina Solar Services's Carolina Solar Services Employee Stock Ownership Plan reported $564K in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #32 in Utilities (721 peers)

Carolina Solar Services multi-year trail

Carolina Solar Services's plans moved +18.5% in assets from 2023 to 2024; this filing shows Carolina Solar Services Employee Stock Ownership Plan at $564K / 46 participants.

#32
in Utilities (721 peers)
$216K
reported net income

Carolina Solar Services Employee Stock Ownership Plan among the smaller filed plans by assets

Carolina Solar Services Employee Stock Ownership Plan vs every filed plan by assets

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

$564,450 19th percentile higher than 19% 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

Carolina Solar Services 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. Carolina Solar Services Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 472684655 · Carolina Solar Services PY 2023 · ESOP

Carolina Solar Services Employee Stock Ownership Plan · $564K · 46 · 19th

  • TYPE $564K
  • TYPE 46
  • TYPE 19th
  • TYPE ESOP
  • TYPE near Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust
  • TYPE ind #32

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 North Carolina →

Carolina Solar Services Employee Stock Ownership Plan in the asset neighbourhood

Axis Interior Systems, Inc. Employee Stock Ownership PlanAxis Interior Systems, Inc. …$567KQspec Solutions Employee Stock Ownership PlanQspec Solutions Employee Sto…$569KCarolina Solar Services Employee Stock Ownership PlanCarolina Solar Services Empl…$564KRitta & Associates, Inc. Employees Stock Ownership Plan & TrustRitta & Associates, Inc. Emp…$564KWeather Tight Corporation Employee Stock Ownership PlanWeather Tight Corporation Em…$561K
End-of-year total assets ($M) among Carolina Solar Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Carolina Solar Services multi-year asset trail

Sponsor-wide plan assets over time

All Carolina Solar Services plans reported in each filing year

Latest sponsor-wide plan assets
$669K 18.52741606873948% vs 2023
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 20232024 $0.56M $0.67M ▲ +19.6%
Year Plans Participants Total Assets
2023 1 46 $564K
2024 1 40 $669K

Carolina Solar Services filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$216K
Net Income$216K
Employer EIN472684655
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Carolina Solar Services Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Carolina Solar Services Employee Stock Ownership Plan, Total assets ($M): 0.56445 · Participants: 46Carolina Solar Services Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Carolina Solar Services Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Carolina Solar Services Employee Stock Ownership Plan side-by-side with 3 peers →

Carolina Solar Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust in NJ ($564K); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 have Carolina Solar Services plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Carolina Solar Services's sponsor-wide assets grew 18.5%, from $564K to $669K.
Where does Carolina Solar Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carolina Solar Services Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Carolina Solar Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust in NJ ($564K, 14 participants).
Which ESOP plans cover a similar participant headcount to Carolina Solar Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants, $10M 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 472684655.

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.