ESOP · DOL Form 5500 · 2024
Carithers-Wallace-Courtenay Holdings, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $142,783
- Avg per participant Near avg balance/head
Official DOL plan name: Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Carithers-Wallace-Courtenay Holdings, Inc. · Georgia · Retail Trade
$12M in assets, 81 participants
Carithers-Wallace-Courtenay Holdings, Inc.'s Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan reported $12M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #5,621 in Retail Trade (8,048 peers)
Carithers-Wallace-Courtenay Holdings, Inc. multi-year trail
Carithers-Wallace-Courtenay Holdings, Inc.'s plans moved +111.6% in assets from 2022 to 2024; this filing shows Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan at $12M / 81 participants.
- #5,621
- in Retail Trade (8,048 peers)
- -17.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,565,389 Top 41% higher than 59% 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
Carithers-Wallace-Courtenay Holdings, 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. Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 67 in the plan year 2023 filing to 81 in the plan year 2024 filing.
- Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
DOL schedule card
Filing strip 824173532 · Carithers-Wallace-Courtenay Holdings, Inc. PY 2024 · ESOP
Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan · $12M · 81 · 59th
- VS-ST $12M
- VS-ST 81
- VS-ST 59th
- VS-ST ESOP
- VS-ST near Sunhillo Corporation Employee Stock Ownership Plan
- VS-ST ind #5621
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 Georgia →
Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Carithers-Wallace-Courtenay Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carithers-Wallace-Courtenay Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 111.64967365138949% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $5M |
| 2023 | 1 | 67 | $14M |
| 2024 | 1 | 81 | $12M |
Carithers-Wallace-Courtenay Holdings, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | -$19M |
| Net Income | -$2M |
| Employer EIN | 824173532 |
| Plan Effective Date | 2018-03-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $681M · 1,745
- Choate Construction Company Employee Stock Ownership Plan $548M · 494
- Brent Scarbrough & Company Employee Stock Ownership Plan $522M · 485
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $281M · 488
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $231M · 324
Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Sunhillo Corporation Employee Stock Ownership Plan in NJ ($12M); by covered participants it is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
- Lovewell Fencing, Inc. Employee Stock Ownership Plan (IA) 81 · 0 off
- American Business Group, Inc. Employee Stock Ownership Plan and Trust (CA) 81 · 0 off
- Agvise Laboratories, Inc. Employee Stock Ownership Plan (ND) 81 · 0 off
- Commonwealth Fire Protection Co. Employee Stock Ownership Plan (PA) 81 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.