ESOP · DOL Form 5500 · 2023

Carrier Process Equipment Group, Inc. ESOP

Data updated 2026-08-25

$82M
Total assets Below avg plan size
231
Participants Below avg headcount
90th
Percentile by assets National rank
$357,075
Avg per participant High balance/head
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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.

  • #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.

#15,905
in Manufacturing (18,722 peers)
+2.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$82,484,369 Top 10% higher than 90% of 127,068 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 2023

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 812418317 · Carrier Process Equipment Group, Inc. PY 2023 · ESOP

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan · $82M · 231 · 90th

  • ASSETS $82M
  • PCT 231
  • EIN 90th
  • RANK ESOP
  • PHOTO near New England Controls, Inc. Employee Stock Ownership Plan
  • IND ind #15905

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 Kentucky →

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Twin Mro Employee Stock Ownership PlanTwin Mro Employee Stock Owne…$83MCarrier Process Equipment Group, Inc. Employee Stock Ownership PlanCarrier Process Equipment Gr…$82MNew England Controls, Inc. Employee Stock Ownership PlanNew England Controls, Inc. E…$82MEagle Alloy, Inc. Employee Stock Ownership PlanEagle Alloy, Inc. Employee S…$82MSkyline Construction Employee Stock Ownership PlanSkyline Construction Employe…$82M
End-of-year total assets ($M) among Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$75M
Net Income$7M
Employer EIN812418317
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Carrier Process Equipment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$113M 5.696570180258491% vs 2022
2023 filing year
$106M$108M$110M$112M$114M 20222023 $107M $113M ▲ +5.7%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082484369 · Participants: 231Carrier Process Equipment Group, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is New England Controls, Inc. Employee Stock Ownership Plan in MA ($82M); by covered participants it is Ankrom Moisan Associated Architects Employee Stock Ownership Plan in OR (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ankrom Moisan Associated Architects Employee Stock Ownership Plan in OR (231 participants, $11M in assets).

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.

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.