ESOP · DOL Form 5500 · 2023

Carrier Process Equipment Group, Inc. ESOP

Data updated 2026-08-11

$82M
Total assets: 231
Participants: 90th
Percentile by assets: $357,075
Avg per participant

Official DOL plan name: Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan · Sponsored by Carrier Process Equipment Group, Inc. · Kentucky · Manufacturing

$82M in assets, 231 participants

Carrier Process Equipment Group, Inc.'s Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan reported $82M in total assets and 231 participants in its 2023 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.

90th percentile by assets (of 127,072 plans)
#15,905 in Manufacturing (18,722 peers)

Coverage in Kentucky

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan covers 231 participants in Kentucky, about 36% of the average Kentucky filer (state average ~647 per filing). Assets: $82M.

$82M
total plan assets (2023 EOY): 231
covered participants: 90th
percentile by assets (of 127,072 plans): $357,075
avg assets per participant

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan reported participants rose from 211 in the plan year 2022 filing to 231 in the plan year 2023 filing.
Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $80M in the plan year 2022 filing to $82M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Kentucky

Industry

Manufacturing

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan reports 231 participants - about 36% of that state average ($82M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)	$80M
Net Assets (End of Year)	$75M
Net Income	$7M
Employer EIN	812418317
Plan Effective Date	1984-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carrier Process Equipment Group, Inc.)

Total plan assets by year, all Carrier Process Equipment Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	3	677	$107M
2023	3	716	$113M

Nearby ESOP Plans in Kentucky

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

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
H & R Agri-Power Employee Stock Ownership Plan $105M · 489
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650

Compare Carrier Process Equipment Group, Inc. Em… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

New England Controls, Inc. Employee Stock Ownership Plan (MA) $82M · 446
Eagle Alloy, Inc. Employee Stock Ownership Plan (MI) $82M · 266
Skyline Construction Employee Stock Ownership Plan (CA) $82M · 387
Twin Mro Employee Stock Ownership Plan (CT) $83M · 93

Frequently Asked Questions

How did Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan edged up modestly - up 2.7% during 2023, from $80M to $82M. Reported net income was $7M.

How have Carrier Process Equipment Group, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Carrier Process Equipment Group, Inc.'s sponsor-wide assets grew 5.7%, from $107M to $113M.

Where does Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is New England Controls, Inc. Employee Stock Ownership Plan in MA ($82M, 446 participants).

Next read for Carrier Process Equipment Group, Inc. Em…

Filing takeaways

Ways to act on Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
Carrier Process Equipment Group, Inc.'s sponsor-wide assets have grown 5.7% since 2022 across 2 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812418317.