ESOP · DOL Form 5500 · 2024

Carlson, Brigance and Doering, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
101
Participants Small participant base
70th
Percentile by assets National rank
$194,059
Avg per participant Above avg balance/head
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Official DOL plan name: Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan · Sponsored by Carlson, Brigance and Doering, Inc. · Texas · Professional & Technical Services

$20M in assets, 101 participants

Carlson, Brigance and Doering, Inc.'s Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan reported $20M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,939 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $20M.

#13,939
in Professional & Technical Services (20,173 peers)
+12.0%
assets growth YoY

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan's outsized position by total assets

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,600,000 Top 30% higher than 70% 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

Carlson, Brigance and Doering, 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. Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan reported net income rose from $457K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan reported participants rose from 90 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742434469 · Carlson, Brigance and Doering, Inc. PY 2024 · ESOP

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan · $20M · 101 · 70th

  • RANK $20M
  • PHOTO 101
  • IND 70th
  • EOY ESOP
  • 5500 near Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan
  • ASSETS ind #13939

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 Texas →

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Illinois Constructors Corporation Employee Stock Ownership PlanIllinois Constructors Corpor…$20MCarlson, Brigance and Doering, Inc. Employee Stock Ownership PlanCarlson, Brigance and Doerin…$20MBliffert Lumber & Fuel Co. Employee Stock Ownership PlanBliffert Lumber & Fuel Co. E…$20MPeter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$20MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$20M
End-of-year total assets ($M) among Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)-$2M
Net Income$3M
Employer EIN742434469
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson, Brigance and Doering, Inc.)

Sponsor-wide plan assets over time

All Carlson, Brigance and Doering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 20.612769267071705% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.5M $30.7M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 184 $25M
2023 2 208 $27M
2024 2 221 $31M

Nearby ESOP Plans in Texas

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

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0196 · Participants: 101Carlson, Brigance and Doering, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan in WI ($20M); by covered participants it is Allen Agency Employee Stock Ownership Plan in ME (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.0% during 2024, from $18M to $20M. Reported net income was $3M.
How have Carlson, Brigance and Doering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson, Brigance and Doering, Inc.'s sponsor-wide assets grew 20.6%, from $25M to $31M.
Which ESOP plans are similar in size to Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan in WI ($20M, 286 participants).
Which ESOP plans cover a similar participant headcount to Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allen Agency Employee Stock Ownership Plan in ME (101 participants, $30M 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 742434469.

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.