ESOP · DOL Form 5500 · 2024
Carterpierce, Inc. ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
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.
- #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.
- #14,174
- in Professional & Technical Services (20,173 peers)
- +2.9%
- assets growth YoY
Carterpierce Employee Stock Ownership Plan's outsized position 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
Carterpierce Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carterpierce Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 202707273 · Carterpierce, Inc. PY 2024 · ESOP
Carterpierce Employee Stock Ownership Plan · $21M · 12 · 71st
- VS-ST $21M
- BOY 12
- SCH 71st
- EBSA ESOP
- PART near Gleason Research Associates, Inc. ESOP
- TYPE ind #14174
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 Arizona →
Carterpierce Employee Stock Ownership Plan in the asset neighbourhood
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.
- 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
Carterpierce Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Gleason Research Associates, Inc. ESOP in AL ($21M); by covered participants it is Valdez Construction, Inc. Employee Stock Ownership Plan in WA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.