ESOP · DOL Form 5500 · 2024

Carestar, Inc. ESOP

Data updated 2026-08-25

$87M
Total assets Below avg plan size
396
Participants Below avg headcount
89th
Percentile by assets National rank
$218,859
Avg per participant Above avg balance/head
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Official DOL plan name: Carestar, Inc. Employee Stock Ownership Plan · Sponsored by Carestar, Inc. · Ohio · Healthcare & Social Assistance

$87M in assets, 396 participants

Carestar, Inc.'s Carestar, Inc. Employee Stock Ownership Plan reported $87M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,344 in Healthcare & Social Assistance (16,916 peers)

Where Carestar, Inc. Employee Stock Ownership Plan sits by assets

Carestar, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $87M for 396 participants (~$218,859/participant), up 11.4% in 2024.

#15,344
in Healthcare & Social Assistance (16,916 peers)
+11.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$86,667,987 Top 11% higher than 89% 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

Carestar, 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. Carestar, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carestar, Inc. Employee Stock Ownership Plan reported net income fell from $16M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Carestar, Inc. Employee Stock Ownership Plan reported participants rose from 345 in the plan year 2023 filing to 396 in the plan year 2024 filing.
  • Carestar, Inc. Employee Stock Ownership Plan end-of-year assets rose from $78M in the plan year 2023 filing to $87M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311254105 · Carestar, Inc. PY 2024 · ESOP

Carestar, Inc. Employee Stock Ownership Plan · $87M · 396 · 89th

  • IND $87M
  • IND 396
  • IND 89th
  • IND ESOP
  • IND near Sletten, Inc. Employee Stock Ownership Plan
  • IND ind #15344

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 →

Carestar, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Touchpoint, Inc. Employee Stock Ownership PlanTouchpoint, Inc. Employee St…$87MRuss Davis Wholesale, Inc. Employee Stock Ownership PlanRuss Davis Wholesale, Inc. E…$87MBartlett & West, Inc. Employee Stock Ownership PlanBartlett & West, Inc. Employ…$87MSletten, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock…$87MCarestar, Inc. Employee Stock Ownership PlanCarestar, Inc. Employee Stoc…$87M
End-of-year total assets ($M) among Carestar, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$87M
Net Income$9M
Employer EIN311254105
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carestar, Inc.)

Sponsor-wide plan assets over time

All Carestar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 42.07910348768379% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74M $105M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 697 $74M
2023 2 799 $93M
2024 2 897 $105M

Nearby ESOP Plans in Ohio

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

Carestar, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Carestar, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.086667987 · Participants: 396Carestar, 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
Carestar, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Carestar, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Sletten, Inc. Employee Stock Ownership Plan in MT ($87M); by covered participants it is Gotham Per Diem, Inc. Employee Stock Ownership Plan in NY (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Carestar, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Carestar, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.4% during 2024, from $78M to $87M. Reported net income was $9M.
How have Carestar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carestar, Inc.'s sponsor-wide assets grew 42.1%, from $74M to $105M.
Where does Carestar, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carestar, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Carestar, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sletten, Inc. Employee Stock Ownership Plan in MT ($87M, 339 participants).
Which ESOP plans cover a similar participant headcount to Carestar, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gotham Per Diem, Inc. Employee Stock Ownership Plan in NY (396 participants, $10M 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 311254105.

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.