ESOP · DOL Form 5500 · 2024

Bill Carr Surveys, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
25
Participants Small participant base
38th
Percentile by assets National rank
$155,647
Avg per participant Above avg balance/head
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Official DOL plan name: Bill Carr Surveys, Inc. Employee Stock Ownership Plan · Sponsored by Bill Carr Surveys, Inc. · California · Professional & Technical Services

$4M in assets, 25 participants

Bill Carr Surveys, Inc.'s Bill Carr Surveys, Inc. Employee Stock Ownership Plan reported $4M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,023 in Professional & Technical Services (20,173 peers)

Bill Carr Surveys, Inc. multi-year trail

Bill Carr Surveys, Inc.'s plans moved +38.8% in assets from 2022 to 2024; this filing shows Bill Carr Surveys, Inc. Employee Stock Ownership Plan at $4M / 25 participants.

#7,023
in Professional & Technical Services (20,173 peers)
+42.1%
assets growth YoY

Bill Carr Surveys, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bill Carr Surveys, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,891,185 38th percentile higher than 38% 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

Bill Carr Surveys, Inc. 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. Bill Carr Surveys, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bill Carr Surveys, Inc. Employee Stock Ownership Plan reported net income rose from $61K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bill Carr Surveys, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bill Carr Surveys, Inc. Employee Stock Ownership Plan reported participants fell from 26 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330387885 · Bill Carr Surveys, Inc. PY 2024 · ESOP

Bill Carr Surveys, Inc. Employee Stock Ownership Plan · $4M · 25 · 38th

  • ASSETS $4M
  • ASSETS 25
  • ASSETS 38th
  • ASSETS ESOP
  • ASSETS near The Trust Company of Kansas Employee Stock Ownership Plan
  • ASSETS ind #7023

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 California →

Bill Carr Surveys, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sls Arts, Inc. Employee Stock Ownership PlanSls Arts, Inc. Employee Stoc…$4MDuckwall-Pooley Fruit Co. Employee Stock Ownership PlanDuckwall-Pooley Fruit Co. Em…$4MBill Carr Surveys, Inc. Employee Stock Ownership PlanBill Carr Surveys, Inc. Empl…$4MThe Trust Company of Kansas Employee Stock Ownership PlanThe Trust Company of Kansas …$4MPeoplessouth Bancshares, Inc. Employee Stock Ownership PlanPeoplessouth Bancshares, Inc…$4M
End-of-year total assets ($M) among Bill Carr Surveys, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bill Carr Surveys, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bill Carr Surveys, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.81338923656979% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.8M $3.89M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 30 $3M
2023 1 26 $3M
2024 1 25 $4M

Bill Carr Surveys, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN330387885
Plan Effective Date2007-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Bill Carr Surveys, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Bill Carr Surveys, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003891185 · Participants: 25Bill Carr Surveys, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Bill Carr Surveys, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bill Carr Surveys, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bill Carr Surveys, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Trust Company of Kansas Employee Stock Ownership Plan in KS ($4M); by covered participants it is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Bill Carr Surveys, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bill Carr Surveys, Inc. Employee Stock Ownership Plan surged - up 42.1% during 2024, from $3M to $4M. Reported net income was $2M.
How have Bill Carr Surveys, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bill Carr Surveys, Inc.'s sponsor-wide assets grew 38.8%, from $3M to $4M.
Which ESOP plans are similar in size to Bill Carr Surveys, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Trust Company of Kansas Employee Stock Ownership Plan in KS ($4M, 35 participants).
Which ESOP plans cover a similar participant headcount to Bill Carr Surveys, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants, $2M 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 330387885.

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.