ESOP · DOL Form 5500 · 2024

Carson Capital Corp. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
305
Participants Below avg headcount
26th
Percentile by assets National rank
$4,577
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

$1M in assets, 305 participants

Carson Capital Corp.'s D/T Carson Enterprises Employee Stock Ownership Plan reported $1M in total assets and 305 participants in its 2024 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.

  • #891 in Transportation & Warehousing (3,299 peers)

Coverage in California

D/T Carson Enterprises Employee Stock Ownership Plan covers 305 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $1M.

#891
in Transportation & Warehousing (3,299 peers)
-$17M
reported net income

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

D/T Carson Enterprises Employee Stock Ownership Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,396,000 26th percentile higher than 26% of 123,620 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 2024

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

Plan-year 2024 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 (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • D/T Carson Enterprises Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to -$17M in the plan year 2024 filing.
  • D/T Carson Enterprises Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • D/T Carson Enterprises Employee Stock Ownership Plan reported participants fell from 440 in the plan year 2023 filing to 305 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330660737 · Carson Capital Corp. PY 2024 · ESOP

D/T Carson Enterprises Employee Stock Ownership Plan · $1M · 305 · 26th

  • ASSETS $1M
  • PCT 305
  • EIN 26th
  • RANK ESOP
  • PHOTO near K. & B. Foods, Inc. Employee Stock Ownership Plan and Trust
  • IND ind #891

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

D/T Carson Enterprises Employee Stock Ownership PlanD/T Carson Enterprises Emplo…$1MK. & B. Foods, Inc. Employee Stock Ownership Plan and TrustK. & B. Foods, Inc. Employee…$1MUnion State Bank Employee Stock Ownership PlanUnion State Bank Employee St…$1MMartineau Electric, Inc. Employee Stock Ownership PlanMartineau Electric, Inc. Emp…$1MIti Manufacturing, Inc. Employee Stock Ownership PlanIti Manufacturing, Inc. Empl…$1M
End-of-year total assets ($M) among D/T Carson Enterprises Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$17M
Net Income-$17M
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 -20246 Total assets ($B) Participants D/T Carson Enterprises Employee Stock Ownership Plan, Total assets ($B): 0.001396 · Participants: 305D/T Carson Enterprises Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, 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 K. & B. Foods, Inc. Employee Stock Ownership Plan and Trust in ND ($1M); by covered participants it is Employee-Owned Companies, Inc. Employees' Stock Ownership Plan in TX (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

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 K. & B. Foods, Inc. Employee Stock Ownership Plan and Trust in ND ($1M, 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 Employee-Owned Companies, Inc. Employees' Stock Ownership Plan in TX (305 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.