ESOP · DOL Form 5500 · 2022

Carson Capital Corp. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
101
Participants Small participant base
37th
Percentile by assets National rank
$24,079
Avg per participant Low balance/head
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Official DOL plan name: D/T Carson Enterprises Employee Stock Ownership Plan · Sponsored by Carson Capital Corp. · California · Transportation & Warehousing

$2M in assets, 101 participants

Carson Capital Corp.'s D/T Carson Enterprises Employee Stock Ownership Plan reported $2M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,442 in Transportation & Warehousing (3,876 peers)

Coverage in California

D/T Carson Enterprises Employee Stock Ownership Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $2M.

#1,442
in Transportation & Warehousing (3,876 peers)
+74.2%
assets growth YoY

D/T Carson Enterprises Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

D/T Carson Enterprises Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,432,000 37th percentile higher than 37% of 139,123 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 2022

D/T Carson Enterprises Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D/T Carson Enterprises Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).

Form 5500 schedule snapshot

Filing strip 330660737 · Carson Capital Corp. PY 2022 · ESOP

D/T Carson Enterprises Employee Stock Ownership Plan · $2M · 101 · 37th

  • BOY $2M
  • BOY 101
  • BOY 37th
  • BOY ESOP
  • BOY near Williams Electronics, LLC Employee Stock Ownership Plan
  • BOY ind #1442

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 California →

D/T Carson Enterprises Employee Stock Ownership Plan in the asset neighbourhood

Taylor Engineering, Inc. Employee Stock Ownership Plan and TrustTaylor Engineering, Inc. Emp…$2MModern Metals Foundry, Inc. Employee Stock Ownership Plan and TrustModern Metals Foundry, Inc. …$2MD/T Carson Enterprises Employee Stock Ownership PlanD/T Carson Enterprises Emplo…$2MWilliams Electronics, LLC Employee Stock Ownership PlanWilliams Electronics, LLC Em…$2MRenova Environmental Company Employee Stock Ownership PlanRenova Environmental Company…$2M
End-of-year total assets ($M) among D/T Carson Enterprises Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$15M
Net Income$2M
Employer EIN330660737
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carson Capital Corp.)

Sponsor-wide plan assets over time

All Carson Capital Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 412.6732730263158% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.43M $12.5M ▲ +413.2%
Year Plans Participants Total Assets
2022 1 101 $2M
2023 1 440 $8M
2024 2 744 $12M

Nearby ESOP Plans in California

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

D/T Carson Enterprises Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants D/T Carson Enterprises Employee Stock Ownership Plan, Total assets ($B): 0.002432 · Participants: 101D/T Carson Enterprises Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
D/T Carson Enterprises Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare D/T Carson Enterprises Employee Stock Ownership Plan side-by-side with 3 peers →

D/T Carson Enterprises Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Williams Electronics, LLC Employee Stock Ownership Plan in IN ($2M); by covered participants it is D & S Manufacturing Company, Inc. Employee Stock Ownership Plan in WI (101 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did D/T Carson Enterprises Employee Stock Ownership Plan assets move in 2022? ▼
D/T Carson Enterprises Employee Stock Ownership Plan surged - up 74.2% during 2022, from $1M to $2M. Reported net income was $2M.
How have Carson Capital Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carson Capital Corp.'s sponsor-wide assets grew 412.7%, from $2M to $12M.
Which ESOP plans are similar in size to D/T Carson Enterprises Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Williams Electronics, LLC Employee Stock Ownership Plan in IN ($2M, 18 participants).
Which ESOP plans cover a similar participant headcount to D/T Carson Enterprises Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is D & S Manufacturing Company, Inc. Employee Stock Ownership Plan in WI (101 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330660737.

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.