ESOP · DOL Form 5500 · 2024

Carley Corporation ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
153
Participants Small participant base
76th
Percentile by assets National rank
$178,845
Avg per participant Above avg balance/head
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Official DOL plan name: Carley Corporation Employee Stock Ownership Plan · Sponsored by Carley Corporation · Florida · Professional & Technical Services

$27M in assets, 153 participants

Carley Corporation's Carley Corporation Employee Stock Ownership Plan reported $27M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,294 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Carley Corporation Employee Stock Ownership Plan covers 153 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $27M.

#15,294
in Professional & Technical Services (20,173 peers)
+8.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carley Corporation Employee Stock Ownership Plan's outsized position by total assets

Carley Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$27,363,215 Top 24% higher than 76% 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

Carley Corporation 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. Carley Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carley Corporation Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Carley Corporation Employee Stock Ownership Plan reported participants rose from 139 in the plan year 2023 filing to 153 in the plan year 2024 filing.
  • Carley Corporation Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 593067791 · Carley Corporation PY 2024 · ESOP

Carley Corporation Employee Stock Ownership Plan · $27M · 153 · 76th

  • EIN $27M
  • RANK 153
  • PHOTO 76th
  • IND ESOP
  • EOY near Brazill Brothers & Assoc., Inc Employee Stock Ownership Plan
  • 5500 ind #15294

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 Florida →

Carley Corporation Employee Stock Ownership Plan in the asset neighbourhood

Conrad Fire Equipment Employee Stock Ownership PlanConrad Fire Equipment Employ…$27MAmg, Inc. Employee Stock Ownership Plan and TrustAmg, Inc. Employee Stock Own…$27MBrazill Brothers & Assoc., Inc Employee Stock Ownership PlanBrazill Brothers & Assoc., I…$27MCarley Corporation Employee Stock Ownership PlanCarley Corporation Employee …$27MPatterson Pope, Inc Employee Stock Ownership PlanPatterson Pope, Inc Employee…$27M
End-of-year total assets ($M) among Carley Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN593067791
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carley Corporation)

Sponsor-wide plan assets over time

All Carley Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$41M 39.89369162889963% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.2M $40.9M ▲ +39.9%
Year Plans Participants Total Assets
2022 2 290 $29M
2023 2 404 $37M
2024 2 345 $41M

Nearby ESOP Plans in Florida

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

Carley Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Carley Corporation Employee Stock Ownership Plan, Total assets ($B): 0.027363215 · Participants: 153Carley Corporation Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Carley Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Carley Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Carley Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Brazill Brothers & Assoc., Inc Employee Stock Ownership Plan in NJ ($27M); by covered participants it is Nordon, Inc. Employee Stock Ownership Plan in NY (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Carley Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Carley Corporation Employee Stock Ownership Plan grew at a solid clip - up 8.2% during 2024, from $25M to $27M. Reported net income was $2M.
How have Carley Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carley Corporation's sponsor-wide assets grew 39.9%, from $29M to $41M.
Where does Carley Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carley Corporation Employee Stock Ownership Plan ranks in the 76th 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 Carley Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brazill Brothers & Assoc., Inc Employee Stock Ownership Plan in NJ ($27M, 69 participants).
Which ESOP plans cover a similar participant headcount to Carley Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nordon, Inc. Employee Stock Ownership Plan in NY (153 participants, $14M 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 593067791.

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.