ESOP · DOL Form 5500 · 2024

Carbo Forge, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
40
Participants Small participant base
69th
Percentile by assets National rank
$459,201
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carbo Forge, Inc. Employee Stock Ownership Plan · Sponsored by Carbo Forge, Inc. · Ohio · Manufacturing

$18M in assets, 40 participants

Carbo Forge, Inc.'s Carbo Forge, Inc. Employee Stock Ownership Plan reported $18M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,253 in Manufacturing (17,777 peers)

Carbo Forge, Inc. multi-year trail

Carbo Forge, Inc.'s plans moved +17.6% in assets from 2022 to 2024; this filing shows Carbo Forge, Inc. Employee Stock Ownership Plan at $18M / 40 participants.

#10,253
in Manufacturing (17,777 peers)
-3.6%
assets change YoY

The plan reported a net loss of $685K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carbo Forge, Inc. Employee Stock Ownership Plan's outsized position by total assets

Carbo Forge, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,368,039 Top 31% higher than 69% 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

Carbo Forge, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carbo Forge, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carbo Forge, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$685K in the plan year 2024 filing.
  • Carbo Forge, Inc. Employee Stock Ownership Plan reported participants fell from 46 in the plan year 2023 filing to 40 in the plan year 2024 filing.
  • Carbo Forge, Inc. Employee Stock Ownership Plan end-of-year assets fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340892386 · Carbo Forge, Inc. PY 2024 · ESOP

Carbo Forge, Inc. Employee Stock Ownership Plan · $18M · 40 · 69th

  • RANK $18M
  • RANK 40
  • RANK 69th
  • RANK ESOP
  • RANK near Art's Electric Employee Stock Ownership Plan
  • RANK ind #10253

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 Ohio →

Carbo Forge, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hsi Sensing Employee Stock Ownership PlanHsi Sensing Employee Stock O…$18MCarbo Forge, Inc. Employee Stock Ownership PlanCarbo Forge, Inc. Employee S…$18MArt's Electric Employee Stock Ownership PlanArt's Electric Employee Stoc…$18MPiping & Equipment Employee Stock Ownership PlanPiping & Equipment Employee …$18MFirst Security Bank Employee Stock Ownership PlanFirst Security Bank Employee…$18M
End-of-year total assets ($M) among Carbo Forge, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Carbo Forge, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carbo Forge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 17.639660774769013% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.6M $18.4M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 44 $16M
2023 1 46 $19M
2024 1 40 $18M

Carbo Forge, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$685K
Employer EIN340892386
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Carbo Forge, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Carbo Forge, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018368039 · Participants: 40Carbo Forge, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Carbo Forge, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Carbo Forge, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Art's Electric Employee Stock Ownership Plan in KY ($18M); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Carbo Forge, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Carbo Forge, Inc. Employee Stock Ownership Plan edged down modestly - down 3.6% during 2024, from $19M to $18M. Reported net income was -$685K.
How have Carbo Forge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carbo Forge, Inc.'s sponsor-wide assets grew 17.6%, from $16M to $18M.
Which ESOP plans are similar in size to Carbo Forge, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Art's Electric Employee Stock Ownership Plan in KY ($18M, 169 participants).
Which ESOP plans cover a similar participant headcount to Carbo Forge, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants, $2M 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 340892386.

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.