ESOP · DOL Form 5500 · 2023
Card Access, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $29,657
- Avg per participant Low balance/head
Official DOL plan name: Card Access, Inc. Employee Stock Ownership Plan · Sponsored by Card Access, Inc. · Utah · Manufacturing
$1M in assets, 43 participants
Card Access, Inc.'s Card Access, Inc. Employee Stock Ownership Plan reported $1M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #2,171 in Manufacturing (18,722 peers)
Card Access, Inc. multi-year trail
Card Access, Inc.'s plans moved -81.4% in assets from 2022 to 2024; this filing shows Card Access, Inc. Employee Stock Ownership Plan at $1M / 43 participants.
- #2,171
- in Manufacturing (18,722 peers)
- -63.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Card Access, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Card Access, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,275,253 26th percentile higher than 26% 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
Card Access, 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. Card Access, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Card Access, Inc. Employee Stock Ownership Plan reported net income fell from -$927K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Card Access, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Card Access, Inc. Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2022 filing to 43 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 010746311 · Card Access, Inc. PY 2023 · ESOP
Card Access, Inc. Employee Stock Ownership Plan · $1M · 43 · 26th
- BOY $1M
- BOY 43
- BOY 26th
- BOY ESOP
- BOY near Continental Machinery Movers of Kentucky, Inc. Employee Stock Ownership Plan
- BOY ind #2171
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 Utah →
Card Access, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Card Access, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Card Access, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $640K 81.44298373497853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $3M |
| 2023 | 1 | 43 | $1M |
| 2024 | 1 | 53 | $640K |
Card Access, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$7M |
| Net Income | -$2M |
| Employer EIN | 010746311 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Utah
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan $121M · 697
- Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $111M · 531
- Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $104M · 501
- Fj Management Inc. Employee Stock Ownership Plan $103M · 30
- Central Milling Employee Stock Ownership Plan and Trust $45M · 111
Card Access, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Utah, the nearest ESOP by assets is Continental Machinery Movers of Kentucky, Inc. Employee Stock Ownership Plan in KY ($1M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.