ESOP · DOL Form 5500 · 2024
Carris Financial Corp ESOP
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 431
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $226,248
- Avg per participant Above avg balance/head
Official DOL plan name: Cfc ESOP · Sponsored by Carris Financial Corp · Vermont · Manufacturing
$98M in assets, 431 participants
Carris Financial Corp's Cfc ESOP reported $98M in total assets and 431 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,211 in Manufacturing (17,777 peers)
Where Cfc ESOP sits by assets
Cfc ESOP sits in the top 10% of all filed plans by assets, $98M for 431 participants (~$226,248/participant), up 10.5% in 2024.
- #15,211
- in Manufacturing (17,777 peers)
- +10.5%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Cfc ESOP's outsized position by total assets
Cfc ESOP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$97,513,000 Top 10% higher than 90% 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
Cfc ESOP 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. Cfc ESOP sits mid-pack in the medium band (431 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cfc ESOP reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Cfc ESOP end-of-year assets rose from $88M in the plan year 2023 filing to $98M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 030326210 · Carris Financial Corp PY 2024 · ESOP
Cfc ESOP · $98M · 431 · 90th
- BOOK $98M
- VS-ST 431
- BOY 90th
- SCH ESOP
- EBSA near Hpm Building Supply Employee Stock Ownership Plan
- PART ind #15211
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 Vermont →
Cfc ESOP in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $9M |
| Employer EIN | 030326210 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carris Financial Corp)
Sponsor-wide plan assets over time
All Carris Financial Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $123M 20.824106288110805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 877 | $102M |
| 2023 | 2 | 908 | $115M |
| 2024 | 2 | 913 | $123M |
Nearby ESOP Plans in Vermont
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Vermont Information Processing, Inc. Employee Stock Ownership Plan $676M · 566
- King Arthur Employee Stock Ownership Plan $328M · 320
- Hallam Associates Inc. Employee Stock Ownership Plan $24M · 146
- Trust Company of Vermont Employee Stock Ownership Plan $22M · 42
- Alpine Snowguards Employee Stock Ownership Plan $20M · 27
Cfc ESOP's out-of-state ESOP peers by assets and headcount
Outside Vermont, the nearest ESOP by assets is Hpm Building Supply Employee Stock Ownership Plan in HI ($97M); by covered participants it is Gutchess Lumber Employee Stock Ownership Plan in NY (431 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
Similar participant headcount
Nearest other-state filings by covered participants (431 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.