ESOP · DOL Form 5500 · 2023

The Carr Company ESOP

Data updated 2026-08-25

$893K
Total assets Small plan by assets
46
Participants Small participant base
23rd
Percentile by assets National rank
$19,413
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: The Carr Company Employee Stock Ownership Plan · Sponsored by The Carr Company · Florida · Wholesale Trade

$893K in assets, 46 participants

The Carr Company's The Carr Company Employee Stock Ownership Plan reported $893K in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #786 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

The Carr Company Employee Stock Ownership Plan holds $893K for 46 participants - about $19,413 per participant, among the smaller plans by assets on file.

#786
in Wholesale Trade (6,309 peers)
$893K
reported net income

The Carr Company Employee Stock Ownership Plan among the smaller filed plans by assets

The Carr Company Employee Stock Ownership Plan vs every filed plan by assets

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

$893,000 23rd percentile higher than 23% 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

The Carr Company 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. The Carr Company Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 994707603 · The Carr Company PY 2023 · ESOP

The Carr Company Employee Stock Ownership Plan · $893K · 46 · 23rd

  • SCH $893K
  • SCH 46
  • SCH 23rd
  • SCH ESOP
  • SCH near Saddleback Bancorp Employee Stock Ownership Plan
  • SCH ind #786

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 Florida →

The Carr Company Employee Stock Ownership Plan in the asset neighbourhood

West Wing Writers Employee Stock Ownership PlanWest Wing Writers Employee S…$895KSilver Consulting, Inc. Employee Stock Ownership Plan and TrustSilver Consulting, Inc. Empl…$897KThe Carr Company Employee Stock Ownership PlanThe Carr Company Employee St…$893KSaddleback Bancorp Employee Stock Ownership PlanSaddleback Bancorp Employee …$891KHendy Employee Stock Ownership PlanHendy Employee Stock Ownersh…$890K
End-of-year total assets ($M) among The Carr Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$893K
Net Income$893K
Employer EIN994707603
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

The Carr Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants The Carr Company Employee Stock Ownership Plan, Total assets ($B): 0.000893 · Participants: 46The Carr Company Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
The Carr Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare The Carr Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Carr Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Saddleback Bancorp Employee Stock Ownership Plan in CA ($891K); 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

Where does The Carr Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Carr Company Employee Stock Ownership Plan ranks in the 23rd 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 The Carr Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Saddleback Bancorp Employee Stock Ownership Plan in CA ($891K, 21 participants).
Which ESOP plans cover a similar participant headcount to The Carr Company 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 994707603.

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.