ESOP · DOL Form 5500 · 2023

Carstin Corp. ESOP

Data updated 2026-08-25

$305K
Total assets Small plan by assets
11
Participants Small participant base
14th
Percentile by assets National rank
$27,727
Avg per participant Low balance/head
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Official DOL plan name: Carstin Corp. Employee Stock Ownership Plan · Sponsored by Carstin Corp. · New York · Retail Trade

$305K in assets, 11 participants

Carstin Corp.'s Carstin Corp. Employee Stock Ownership Plan reported $305K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,904 in Retail Trade (8,414 peers)

Carstin Corp. multi-year trail

Carstin Corp.'s plans moved -60.8% in assets from 2022 to 2024; this filing shows Carstin Corp. Employee Stock Ownership Plan at $305K / 11 participants.

#1,904
in Retail Trade (8,414 peers)
-25.8%
assets change YoY

Carstin Corp. Employee Stock Ownership Plan among the smaller filed plans by assets

Carstin Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$305,000 14th percentile higher than 14% 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

Carstin Corp. 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. Carstin Corp. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carstin Corp. Employee Stock Ownership Plan reported net income fell from $181K in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • Carstin Corp. Employee Stock Ownership Plan end-of-year assets fell from $411K in the plan year 2022 filing to $305K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 451737673 · Carstin Corp. PY 2023 · ESOP

Carstin Corp. Employee Stock Ownership Plan · $305K · 11 · 14th

  • EBSA $305K
  • EBSA 11
  • EBSA 14th
  • EBSA ESOP
  • EBSA near Somerset Tire Service Employee Stock Ownership Plan
  • EBSA ind #1904

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 New York →

Carstin Corp. Employee Stock Ownership Plan in the asset neighbourhood

Carstin Corp. Employee Stock Ownership PlanCarstin Corp. Employee Stock…$305KSomerset Tire Service Employee Stock Ownership PlanSomerset Tire Service Employ…$306KTablescapes, Ltd. Employee Stock Ownership PlanTablescapes, Ltd. Employee S…$306KRwd Investment Trust$304KSav-on Plating Inc. Employee Stock Ownership PlanSav-on Plating Inc. Employee…$304K
End-of-year total assets ($M) among Carstin Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Carstin Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Carstin Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$161K 60.82725060827251% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.41M $0.16M ▼ -61.0%
Year Plans Participants Total Assets
2022 1 11 $411K
2023 1 11 $305K
2024 1 14 $161K

Carstin Corp. filing trail (2023)

Total Assets (Beginning of Year)$411K
Net Assets (End of Year)-$2M
Net Income$60K
Employer EIN451737673
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Carstin Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Carstin Corp. Employee Stock Ownership Plan, Total assets ($M): 0.305 · Participants: 11Carstin Corp. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Carstin Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Carstin Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Carstin Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Somerset Tire Service Employee Stock Ownership Plan in NJ ($306K); by covered participants it is M & B Carriers, Inc. Employee Stock Ownership Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Carstin Corp. Employee Stock Ownership Plan assets move in 2023? ▼
Carstin Corp. Employee Stock Ownership Plan declined sharply - down 25.8% during 2023, from $411K to $305K. Reported net income was $60K.
How have Carstin Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carstin Corp.'s sponsor-wide assets declined 60.8%, from $411K to $161K.
Where does Carstin Corp. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carstin Corp. Employee Stock Ownership Plan ranks in the 14th 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 Carstin Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Somerset Tire Service Employee Stock Ownership Plan in NJ ($306K, N/A participants).
Which ESOP plans cover a similar participant headcount to Carstin Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is M & B Carriers, Inc. Employee Stock Ownership Plan in CA (11 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 451737673.

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.