ESOP · DOL Form 5500 · 2023

Carson Capital Corp. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
440
Participants Below avg headcount
53rd
Percentile by assets National rank
$17,901
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: D/T Carson Enterprises Employee Stock Ownership Plan · Sponsored by Carson Capital Corp. · California · Transportation & Warehousing

$8M in assets, 440 participants

Carson Capital Corp.'s D/T Carson Enterprises Employee Stock Ownership Plan reported $8M in total assets and 440 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,813 in Transportation & Warehousing (3,362 peers)

Carson Capital Corp. multi-year trail

Carson Capital Corp.'s plans moved +412.7% in assets from 2022 to 2024; this filing shows D/T Carson Enterprises Employee Stock Ownership Plan at $8M / 440 participants.

#1,813
in Transportation & Warehousing (3,362 peers)
+223.9%
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 2023 · DOL Form 5500

$7,876,300 Top 47% higher than 53% 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

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

Plan-year 2023 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 (440 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D/T Carson Enterprises Employee Stock Ownership Plan reported participants rose from 101 in the plan year 2022 filing to 440 in the plan year 2023 filing.
  • D/T Carson Enterprises Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • D/T Carson Enterprises Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330660737 · Carson Capital Corp. PY 2023 · ESOP

D/T Carson Enterprises Employee Stock Ownership Plan · $8M · 440 · 53rd

  • EOY $8M
  • EOY 440
  • EOY 53rd
  • EOY ESOP
  • EOY near Crafts, Inc. Employee Stock Ownership Plan
  • EOY ind #1813

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

Varney, Inc Employee Stock Ownership Plan and TrustVarney, Inc Employee Stock O…$8MC. S. Davidson, Inc. Employee Stock Ownership PlanC. S. Davidson, Inc. Employe…$8MD/T Carson Enterprises Employee Stock Ownership PlanD/T Carson Enterprises Emplo…$8MCrafts, Inc. Employee Stock Ownership PlanCrafts, Inc. Employee Stock …$8MCleaves-Bessmer-Marietti, Inc. Employee Stock Ownership PlanCleaves-Bessmer-Marietti, In…$8M
End-of-year total assets ($M) among D/T Carson Enterprises Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Carson Capital Corp. multi-year asset trail

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

Carson Capital Corp. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$9M
Net Income$6M
Employer EIN330660737
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

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): 0.0078763 · Participants: 440D/T Carson Enterprises Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology 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 Crafts, Inc. Employee Stock Ownership Plan in WI ($8M); by covered participants it is Employee Stock Ownership Plan of Select Healthcare, Inc. in GA (440 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (440 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 did D/T Carson Enterprises Employee Stock Ownership Plan assets move in 2023? ▼
D/T Carson Enterprises Employee Stock Ownership Plan surged - up 223.9% during 2023, from $2M to $8M. Reported net income was $6M.
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 Crafts, Inc. Employee Stock Ownership Plan in WI ($8M, 51 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 Employee Stock Ownership Plan of Select Healthcare, Inc. in GA (440 participants, $2M 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 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.