ESOP · DOL Form 5500 · 2024

Dave Carter & Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
127
Participants Small participant base
47th
Percentile by assets National rank
$52,524
Avg per participant Low balance/head
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Official DOL plan name: Dave Carter & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Dave Carter & Associates, Inc. · Florida · Wholesale Trade

$7M in assets, 127 participants

Dave Carter & Associates, Inc.'s Dave Carter & Associates, Inc. Employee Stock Ownership Plan reported $7M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,249 in Wholesale Trade (6,080 peers)

Coverage in Florida

Dave Carter & Associates, Inc. Employee Stock Ownership Plan covers 127 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#2,249
in Wholesale Trade (6,080 peers)
+25.6%
assets growth YoY

Dave Carter & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Dave Carter & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,670,524 47th percentile higher than 47% 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

Dave Carter & Associates, Inc. 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. Dave Carter & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dave Carter & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Dave Carter & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Dave Carter & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 138 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591782814 · Dave Carter & Associates, Inc. PY 2024 · ESOP

Dave Carter & Associates, Inc. Employee Stock Ownership Plan · $7M · 127 · 47th

  • RANK $7M
  • RANK 127
  • RANK 47th
  • RANK ESOP
  • RANK near Alamo Transformer Supply Company Employee Stock Ownership Plan
  • RANK ind #2249

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 →

Dave Carter & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dave Carter & Associates, Inc. Employee Stock Ownership PlanDave Carter & Associates, In…$7MAlamo Transformer Supply Company Employee Stock Ownership PlanAlamo Transformer Supply Com…$7MWdp & Associates Consulting Engineers, Inc. Employee Stock Ownership PlanWdp & Associates Consulting …$7MRexco Equipment, Inc. Employee Stock Ownership PlanRexco Equipment, Inc. Employ…$7MUSA 2 Go Employee Stock Ownership PlanUSA 2 Go Employee Stock Owne…$7M
End-of-year total assets ($M) among Dave Carter & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN591782814
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dave Carter & Associates, Inc.)

Sponsor-wide plan assets over time

All Dave Carter & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 178.13178186313507% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $8.94M $24.9M ▲ +178.2%
Year Plans Participants Total Assets
2022 1 129 $9M
2023 1 138 $10M
2024 2 266 $25M

Nearby ESOP Plans in Florida

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

Dave Carter & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Dave Carter & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006670524 · Participants: 127Dave Carter & Associates, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Dave Carter & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Dave Carter & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dave Carter & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Alamo Transformer Supply Company Employee Stock Ownership Plan in TX ($7M); by covered participants it is First Bank Employee Stock Ownership Plan in AK (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 did Dave Carter & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Dave Carter & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 25.6% during 2024, from $5M to $7M. Reported net income was $1M.
How have Dave Carter & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dave Carter & Associates, Inc.'s sponsor-wide assets grew 178.1%, from $9M to $25M.
Which ESOP plans are similar in size to Dave Carter & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alamo Transformer Supply Company Employee Stock Ownership Plan in TX ($7M, 85 participants).
Which ESOP plans cover a similar participant headcount to Dave Carter & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Bank Employee Stock Ownership Plan in AK (127 participants, $6M 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 591782814.

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.