ESOP · DOL Form 5500 · 2024

Carpenter Financial Group, Inc. ESOP

Data updated 2026-08-25

$2K
Total assets Small plan by assets
3
Participants Small participant base
1st
Percentile by assets National rank
$500
Avg per participant Low balance/head
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Official DOL plan name: Carpenter Financial Group, Inc. Employee Stock Ownership Plan · Sponsored by Carpenter Financial Group, Inc. · Connecticut · Finance & Insurance

$2K in assets, 3 participants

Carpenter Financial Group, Inc.'s Carpenter Financial Group, Inc. Employee Stock Ownership Plan reported $2K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #36 in Finance & Insurance (8,549 peers)

Carpenter Financial Group, Inc. multi-year trail

Carpenter Financial Group, Inc.'s plans moved +12.4% in assets from 2022 to 2024; this filing shows Carpenter Financial Group, Inc. Employee Stock Ownership Plan at $2K / 3 participants.

#36
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY

Carpenter Financial Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Carpenter Financial Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,500 1st percentile higher than 1% 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

Carpenter Financial Group, Inc. 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. Carpenter Financial Group, Inc. Employee Stock Ownership Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 061536689 · Carpenter Financial Group, Inc. PY 2024 · ESOP

Carpenter Financial Group, Inc. Employee Stock Ownership Plan · $2K · 3 · 1st

  • PCT $2K
  • EIN 3
  • RANK 1st
  • PHOTO ESOP
  • IND near Country Willow Ltd. Employee Stock Ownership Plan
  • EOY ind #36

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 Connecticut →

Carpenter Financial Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Carpenter Financial Group, Inc. Employee Stock Ownership PlanCarpenter Financial Group, I…$2KCountry Willow Ltd. Employee Stock Ownership PlanCountry Willow Ltd. Employee…$1KDelta Construction Corporation Employee Stock Ownership PlanDelta Construction Corporati…$1KCubex, Inc. Employee Stock Ownership Plan and TrustCubex, Inc. Employee Stock O…$2KWest Coast Castings Emploee Stock Ownership PlanWest Coast Castings Emploee …$1K
End-of-year total assets ($M) among Carpenter Financial Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Carpenter Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carpenter Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.392449531582363% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M$1.05M 202220232024 $0.91M $1.02M ▲ +12.1%
Year Plans Participants Total Assets
2022 2 6 $911K
2023 2 6 $959K
2024 2 6 $1M

Carpenter Financial Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2K
Net Assets (End of Year)$2K
Employer EIN061536689
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Carpenter Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400 Total assets ($M) Participants Carpenter Financial Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.0015 · Participants: 3Carpenter Financial Group, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership Plan
Carpenter Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Carpenter Financial Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Country Willow Ltd. Employee Stock Ownership Plan in NY ($1K); by covered participants it is Island City Dray Profit Sharing Plan in WI (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Carpenter Financial Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Carpenter Financial Group, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $2K to $2K.
How have Carpenter Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenter Financial Group, Inc.'s sponsor-wide assets grew 12.4%, from $911K to $1M.
Where does Carpenter Financial Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Carpenter Financial Group, Inc. Employee Stock Ownership Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Carpenter Financial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Country Willow Ltd. Employee Stock Ownership Plan in NY ($1K, 25 participants).
Which ESOP plans cover a similar participant headcount to Carpenter Financial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Island City Dray Profit Sharing Plan in WI (3 participants, $798K 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 061536689.

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.