ESOP · DOL Form 5500 · 2024

The Carr Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
45
Participants Small participant base
30th
Percentile by assets National rank
$47,780
Avg per participant Low balance/head
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Official DOL plan name: The Carr Company Employee Stock Ownership Plan · Sponsored by The Carr Company · Florida · Wholesale Trade

$2M in assets, 45 participants

The Carr Company's The Carr Company Employee Stock Ownership Plan reported $2M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,174 in Wholesale Trade (6,080 peers)

The Carr Company multi-year trail

The Carr Company's plans moved +140.8% in assets from 2023 to 2024; this filing shows The Carr Company Employee Stock Ownership Plan at $2M / 45 participants.

#1,174
in Wholesale Trade (6,080 peers)
+140.8%
assets growth YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Carr Company Employee Stock Ownership Plan among the smaller filed plans by assets

The Carr Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,150,110 30th percentile higher than 30% 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

The Carr Company 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. The Carr Company Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Carr Company Employee Stock Ownership Plan reported net income fell from $893K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • The Carr Company Employee Stock Ownership Plan end-of-year assets rose from $893K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Carr Company Employee Stock Ownership Plan reported participants fell from 46 in the plan year 2023 filing to 45 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591167325 · The Carr Company PY 2024 · ESOP

The Carr Company Employee Stock Ownership Plan · $2M · 45 · 30th

  • RANK $2M
  • RANK 45
  • RANK 30th
  • RANK ESOP
  • RANK near Spinnaker Trust Employee Stock Ownership Plan
  • RANK ind #1174

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 →

The Carr Company Employee Stock Ownership Plan in the asset neighbourhood

The Carr Company Employee Stock Ownership PlanThe Carr Company Employee St…$2MSpinnaker Trust Employee Stock Ownership PlanSpinnaker Trust Employee Sto…$2MMeyers Consulting Engineers Corporation ESOPMeyers Consulting Engineers …$2MGraphite Sales, Inc. Employee Stock Ownership PlanGraphite Sales, Inc. Employe…$2MChurchville Fire Equipment Corp. Employee Stock Ownership PlanChurchville Fire Equipment C…$2M
End-of-year total assets ($M) among The Carr Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Carr Company multi-year asset trail

Sponsor-wide plan assets over time

All The Carr Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 140.77379619260918% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 20232024 $0.89M $2.15M ▲ +141.6%
Year Plans Participants Total Assets
2023 1 46 $893K
2024 1 45 $2M

The Carr Company filing trail (2024)

Total Assets (Beginning of Year)$893K
Net Assets (End of Year)-$1M
Net Income-$2M
Employer EIN591167325
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

The Carr Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants The Carr Company Employee Stock Ownership Plan, Total assets ($B): 0.00215011 · Participants: 45The Carr Company 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
The Carr Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare The Carr Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Carr Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Spinnaker Trust Employee Stock Ownership Plan in ME ($2M); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 The Carr Company Employee Stock Ownership Plan assets move in 2024? ▼
The Carr Company Employee Stock Ownership Plan surged - up 140.8% during 2024, from $893K to $2M. Reported net income was -$2M.
How have The Carr Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Carr Company's sponsor-wide assets grew 140.8%, from $893K to $2M.
Which ESOP plans are similar in size to The Carr Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Spinnaker Trust Employee Stock Ownership Plan in ME ($2M, 36 participants).
Which ESOP plans cover a similar participant headcount to The Carr Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (45 participants, $9M 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 591167325.

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.