ESOP · DOL Form 5500 · 2024
Leap/Carpenter/Kemps Insurance Agency ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $4.2M
- Avg per participant High balance/head
Official DOL plan name: Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan · Sponsored by Leap/Carpenter/Kemps Insurance Agency · California · Finance & Insurance
$4M in assets, 1 participants
Leap/Carpenter/Kemps Insurance Agency's Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan reported $4M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #2,204 in Finance & Insurance (8,549 peers)
Leap/Carpenter/Kemps Insurance Agency multi-year trail
Leap/Carpenter/Kemps Insurance Agency's plans moved -58.5% in assets from 2022 to 2024; this filing shows Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan at $4M / 1 participant.
- #2,204
- in Finance & Insurance (8,549 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $412K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,162,311 39th percentile higher than 39% 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
Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan reported participants fell from 38 in the plan year 2023 filing to 1 in the plan year 2024 filing.
- Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2023 filing to -$412K in the plan year 2024 filing.
- Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941434076 · Leap/Carpenter/Kemps Insurance Agency PY 2024 · ESOP
Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan · $4M · 1 · 39th
- NET $4M
- NET 1
- NET 39th
- NET ESOP
- NET near Lurre Construction, Inc. Employee Stock Ownership Plan and Trust
- NET ind #2204
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 →
Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan in the asset neighbourhood
Leap/Carpenter/Kemps Insurance Agency multi-year asset trail
Sponsor-wide plan assets over time
All Leap/Carpenter/Kemps Insurance Agency plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 58.48692869809995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $10M |
| 2023 | 1 | 38 | $5M |
| 2024 | 1 | 1 | $4M |
Leap/Carpenter/Kemps Insurance Agency filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$412K |
| Employer EIN | 941434076 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Lurre Construction, Inc. Employee Stock Ownership Plan and Trust in ID ($4M); by covered participants it is Blazer Employee Stock Ownership Plan in CO (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Blazer Employee Stock Ownership Plan (CO) 1 · 0 off
- Rwd Investment Trust (NC) 1 · 0 off
- 12 Reed Road Inc. Retirement Plan (NY) 1 · 0 off
- Wise Consulting Associates, Inc. Employee Stock Ownership Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.