ESOP · DOL Form 5500 · 2023

Asbury Carbons, Inc. & Subs ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
169
Participants Small participant base
44th
Percentile by assets National rank
$29,634
Avg per participant Low balance/head
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Official DOL plan name: Asbury Carbons, Inc. Employee Stock Ownership Plan · Sponsored by Asbury Carbons, Inc. & Subs · Delaware · Manufacturing

$5M in assets, 169 participants

Asbury Carbons, Inc. & Subs's Asbury Carbons, Inc. Employee Stock Ownership Plan reported $5M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,164 in Manufacturing (18,722 peers)

Coverage in Delaware

Asbury Carbons, Inc. Employee Stock Ownership Plan covers 169 participants in Delaware, about 32% of the average Delaware filer (state average ~536 per filing). Assets: $5M.

#5,164
in Manufacturing (18,722 peers)
+3.8%
assets growth YoY

Asbury Carbons, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Asbury Carbons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,008,153 44th percentile higher than 44% 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

Asbury Carbons, Inc. 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. Asbury Carbons, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asbury Carbons, Inc. Employee Stock Ownership Plan reported net income rose from -$14M in the plan year 2022 filing to $182K in the plan year 2023 filing.
  • Asbury Carbons, Inc. Employee Stock Ownership Plan reported participants rose from 160 in the plan year 2022 filing to 169 in the plan year 2023 filing.
  • Asbury Carbons, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 220744000 · Asbury Carbons, Inc. & Subs PY 2023 · ESOP

Asbury Carbons, Inc. Employee Stock Ownership Plan · $5M · 169 · 44th

  • EIN $5M
  • EIN 169
  • EIN 44th
  • EIN ESOP
  • EIN near Comfort View Holdings, Inc. Employee Stock Ownership Plan
  • EIN ind #5164

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 Delaware →

Asbury Carbons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Asbury Carbons, Inc. Employee Stock Ownership PlanAsbury Carbons, Inc. Employe…$5MComfort View Holdings, Inc. Employee Stock Ownership PlanComfort View Holdings, Inc. …$5MAvian Holdings, Inc. Employee Stock Ownership PlanAvian Holdings, Inc. Employe…$5MV3 Companies, Ltd. Employee Stock Ownership PlanV3 Companies, Ltd. Employee …$5MPacific Vascular Incorporated Employee Stock Ownership PlanPacific Vascular Incorporate…$5M
End-of-year total assets ($M) among Asbury Carbons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$182K
Employer EIN220744000
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asbury Carbons, Inc. & Subs)

Sponsor-wide plan assets over time

All Asbury Carbons, Inc. & Subs plans reported in each filing year

Latest sponsor-wide plan assets
$61M 10.924564912074612% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $68.2M $60.7M ▼ -10.9%
Year Plans Participants Total Assets
2022 4 752 $68M
2023 4 780 $64M
2024 3 559 $61M

Nearby ESOP Plans in Delaware

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

Asbury Carbons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Delaware, assets vs. participants Scatter plot of 5 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Asbury Carbons, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005008153 · Participants: 169Asbury Carbons, Inc. Employee Stock Ownership PlanW.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan, Total assets ($B): 1.877298655 · Participants: 7813W.L. Gore & Associates, Inc. Restated Associate Stock Ownership PlanUnited Electric Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.122809968 · Participants: 278United Electric Supply Company Employee Stock Ownership PlanG & L Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004600828 · Participants: 177G & L Holdings, Inc. Employee Stock Ownership PlanNielsen Norman Group Employee Stock Ownership Plan, Total assets ($B): 0.000831102 · Participants: 23Nielsen Norman Group Employee Stock Ownership Plan
Asbury Carbons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Delaware, assets vs. participants
Compare Asbury Carbons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Asbury Carbons, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Delaware, the nearest ESOP by assets is Comfort View Holdings, Inc. Employee Stock Ownership Plan in GA ($5M); by covered participants it is Backlund Investment Co. Employee Stock Ownership Plan and Trust in IL (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Asbury Carbons, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Asbury Carbons, Inc. Employee Stock Ownership Plan edged up modestly - up 3.8% during 2023, from $5M to $5M. Reported net income was $182K.
How have Asbury Carbons, Inc. & Subs plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asbury Carbons, Inc. & Subs's sponsor-wide assets declined 10.9%, from $68M to $61M.
Which ESOP plans are similar in size to Asbury Carbons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Comfort View Holdings, Inc. Employee Stock Ownership Plan in GA ($5M, 120 participants).
Which ESOP plans cover a similar participant headcount to Asbury Carbons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Backlund Investment Co. Employee Stock Ownership Plan and Trust in IL (169 participants, $22M 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 220744000.

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.