ESOP · DOL Form 5500 · 2023

R.F. Carlson Company ESOP

Data updated 2026-08-25

$880K
Total assets Small plan by assets
18
Participants Small participant base
23rd
Percentile by assets National rank
$48,864
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: R.F. Carlson Company Employee Stock Ownership Plan · Sponsored by R.F. Carlson Company · Florida · Wholesale Trade

$880K in assets, 18 participants

R.F. Carlson Company's R.F. Carlson Company Employee Stock Ownership Plan reported $880K in total assets and 18 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.

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

R.F. Carlson Company multi-year trail

R.F. Carlson Company's plans moved +30.0% in assets from 2022 to 2024; this filing shows R.F. Carlson Company Employee Stock Ownership Plan at $880K / 18 participants.

#775
in Wholesale Trade (6,309 peers)
+4.9%
assets growth YoY

R.F. Carlson Company Employee Stock Ownership Plan among the smaller filed plans by assets

R.F. Carlson Company Employee Stock Ownership Plan vs every filed plan by assets

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

$879,544 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

R.F. Carlson 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. R.F. Carlson Company Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R.F. Carlson Company Employee Stock Ownership Plan reported participants fell from 19 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • R.F. Carlson Company Employee Stock Ownership Plan end-of-year assets rose from $838K in the plan year 2022 filing to $880K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592380216 · R.F. Carlson Company PY 2023 · ESOP

R.F. Carlson Company Employee Stock Ownership Plan · $880K · 18 · 23rd

  • PART $880K
  • TYPE 18
  • NET 23rd
  • BOOK ESOP
  • VS-ST near Architecture for Education, Inc. Employee Stock Ownership Plan
  • BOY ind #775

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 →

R.F. Carlson Company Employee Stock Ownership Plan in the asset neighbourhood

R.F. Carlson Company Employee Stock Ownership PlanR.F. Carlson Company Employe…$880KArchitecture for Education, Inc. Employee Stock Ownership PlanArchitecture for Education, …$882KWl Port-Land Systems, Inc. Employee Stock Ownership PlanWl Port-Land Systems, Inc. E…$877KL.C. Smith, Incorporated Employee Stock Ownership PlanL.C. Smith, Incorporated Emp…$876KEvergreen Forest Products Employee Stock Ownership PlanEvergreen Forest Products Em…$874K
End-of-year total assets ($M) among R.F. Carlson Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

R.F. Carlson Company multi-year asset trail

Sponsor-wide plan assets over time

All R.F. Carlson Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 29.966211863072147% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.84M $1.09M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 19 $838K
2023 1 18 $880K
2024 1 18 $1M

R.F. Carlson Company filing trail (2023)

Total Assets (Beginning of Year)$838K
Net Assets (End of Year)$872K
Net Income$70K
Employer EIN592380216
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

R.F. Carlson Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants R.F. Carlson Company Employee Stock Ownership Plan, Total assets ($B): 0.000879544 · Participants: 18R.F. Carlson 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
R.F. Carlson Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare R.F. Carlson Company Employee Stock Ownership Plan side-by-side with 3 peers →

R.F. Carlson Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Architecture for Education, Inc. Employee Stock Ownership Plan in CA ($882K); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 R.F. Carlson Company Employee Stock Ownership Plan assets move in 2023? ▼
R.F. Carlson Company Employee Stock Ownership Plan edged up modestly - up 4.9% during 2023, from $838K to $880K. Reported net income was $70K.
How have R.F. Carlson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.F. Carlson Company's sponsor-wide assets grew 30.0%, from $838K to $1M.
Where does R.F. Carlson Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
R.F. Carlson 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 R.F. Carlson Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Architecture for Education, Inc. Employee Stock Ownership Plan in CA ($882K, 10 participants).
Which ESOP plans cover a similar participant headcount to R.F. Carlson Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants, $1M 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 592380216.

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.