ESOP · DOL Form 5500 · 2024

Carley Corporation ESOP

Data updated 2026-08-11

$27M
Total assets
153
Participants
76th
Percentile by assets
$178,845
Avg per participant
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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.

  • 76th percentile by assets (of 123,622 plans)
  • #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.

$27M
total plan assets (2024 EOY)
153
covered participants
76th
percentile by assets (of 123,622 plans)
$178,845
avg assets per participant

Where Carley Corporation Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Carley Corporation Employee Stock Ownership Plan reports 153 participants - about 24% of that state average ($27M EOY assets).

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)

$25M$30M$35M$40M$45M 202220232024 $29.2M $40.9M ▲ +39.9%
Total plan assets by year, all Carley Corporation plans on file
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 ($B) Participants Carley Corporation E…, Total assets ($B): 0.027363215 · Participants: 153Carley Corporation E…Publix Super Markets…, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets…Raymond James Financ…, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financ…Summit Companies Hol…, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Hol…Thirty Fifteen Emplo…, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Emplo…Western Global Airli…, Total assets ($B): 0.441212218 · Participants: 353Western Global Airli…
Carley Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Carley Corporation Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Carley Corporation Employee Stock Owners…

Filing takeaways

Ways to act on Carley Corporation Employee Stock Ownership Plan's numbers.