ESOP · DOL Form 5500 · 2024

Carrier Johnson ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
53
Participants Small participant base
54th
Percentile by assets National rank
$177,672
Avg per participant Above avg balance/head
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Official DOL plan name: Carrier Johnson Employee Stock Ownership Plan · Sponsored by Carrier Johnson · California · Professional & Technical Services

$9M in assets, 53 participants

Carrier Johnson's Carrier Johnson Employee Stock Ownership Plan reported $9M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,636 in Professional & Technical Services (20,173 peers)

Carrier Johnson multi-year trail

Carrier Johnson's plans moved -23.1% in assets from 2022 to 2024; this filing shows Carrier Johnson Employee Stock Ownership Plan at $9M / 53 participants.

#10,636
in Professional & Technical Services (20,173 peers)
-1.8%
assets change YoY

The plan reported a net loss of $175K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carrier Johnson Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carrier Johnson Employee Stock Ownership Plan vs every filed plan by assets

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

$9,416,607 Top 46% higher than 54% 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

Carrier Johnson 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. Carrier Johnson Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carrier Johnson Employee Stock Ownership Plan reported participants rose from 41 in the plan year 2023 filing to 53 in the plan year 2024 filing.
  • Carrier Johnson Employee Stock Ownership Plan reported net income rose from -$240K in the plan year 2023 filing to -$175K in the plan year 2024 filing.
  • Carrier Johnson Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953138414 · Carrier Johnson PY 2024 · ESOP

Carrier Johnson Employee Stock Ownership Plan · $9M · 53 · 54th

  • RANK $9M
  • RANK 53
  • RANK 54th
  • RANK ESOP
  • RANK near Mid-States Concrete Industries Employee Stock Ownership Plan
  • RANK ind #10636

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 →

Carrier Johnson Employee Stock Ownership Plan in the asset neighbourhood

Carrier Johnson Employee Stock Ownership PlanCarrier Johnson Employee Sto…$9MMid-States Concrete Industries Employee Stock Ownership PlanMid-States Concrete Industri…$9MK & S Wire Products, Inc. Employee Stock Ownership PlanK & S Wire Products, Inc. Em…$9MOhio Valley Banc Corp Employee Stock Ownership PlanOhio Valley Banc Corp Employ…$9MThe Schebler Company Employee Stock Ownership PlanThe Schebler Company Employe…$9M
End-of-year total assets ($M) among Carrier Johnson Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Carrier Johnson multi-year asset trail

Sponsor-wide plan assets over time

All Carrier Johnson plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.134004467168428% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $18.5M $14.2M ▼ -23.2%
Year Plans Participants Total Assets
2022 2 104 $19M
2023 2 114 $16M
2024 2 126 $14M

Carrier Johnson filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$175K
Employer EIN953138414
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Carrier Johnson Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Carrier Johnson Employee Stock Ownership Plan, Total assets ($B): 0.009416607 · Participants: 53Carrier Johnson 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
Carrier Johnson Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Carrier Johnson Employee Stock Ownership Plan side-by-side with 3 peers →

Carrier Johnson Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Mid-States Concrete Industries Employee Stock Ownership Plan in IL ($9M); by covered participants it is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Carrier Johnson Employee Stock Ownership Plan assets move in 2024? ▼
Carrier Johnson Employee Stock Ownership Plan edged down modestly - down 1.8% during 2024, from $10M to $9M. Reported net income was -$175K.
How have Carrier Johnson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrier Johnson's sponsor-wide assets declined 23.1%, from $19M to $14M.
Which ESOP plans are similar in size to Carrier Johnson Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mid-States Concrete Industries Employee Stock Ownership Plan in IL ($9M, 105 participants).
Which ESOP plans cover a similar participant headcount to Carrier Johnson Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (53 participants, $17M 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 953138414.

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.