ESOP · DOL Form 5500 · 2024
Carterpierce, Inc. ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 12
- Participants
- 71st
- Percentile by assets
- $1.7M
- Avg per participant
Official DOL plan name: Carterpierce Employee Stock Ownership Plan · Sponsored by Carterpierce, Inc. · Arizona · Professional & Technical Services
$21M in assets, 12 participants
Carterpierce, Inc.'s Carterpierce Employee Stock Ownership Plan reported $21M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 123,622 plans)
- #14,174 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Carterpierce Employee Stock Ownership Plan holds $21M for 12 participants - about $1.7M per participant, above the median plan by assets.
- $21M
- total plan assets (2024 EOY)
- 12
- covered participants
- 71st
- percentile by assets (of 123,622 plans)
- $1.7M
- avg assets per participant
Where Carterpierce Employee Stock Ownership Plan sits by total assets
Carterpierce Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,741,000 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
ESOP filing for Carterpierce Employee Stock Ownership Plan
ESOP filing for plan year 2024: EIN 202707273 ; effective since 2022-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | $7M |
| Employer EIN | 202707273 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
Carterpierce Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Carterpierce Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Carterpierce Employee Stock Ownership Plan's numbers.
- By total assets, Carterpierce Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans