ESOP · DOL Form 5500 · 2024

Carroll Distributing & Construction Supply, Inc. ESOP

Data updated 2026-08-06

$52M
Total assets: 305
Participants: 85th
Percentile by assets: $170,665
Avg per participant

Official DOL plan name: Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan · Sponsored by Carroll Distributing & Construction Supply, Inc. · Iowa · Retail Trade

$52M in assets, 305 participants

Carroll Distributing & Construction Supply, Inc.'s Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan reported $52M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 116,472 plans)

Coverage in Iowa

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan covers 305 participants in Iowa, about 48% of the average Iowa filer (state average ~632 per filing). Assets: $52M.

$52M
total plan assets (2024 EOY): 305
covered participants: 85th
percentile by assets (of 116,472 plans): $170,665
avg assets per participant

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to $749K in the plan year 2024 filing.
Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan reported participants rose from 265 in the plan year 2023 filing to 305 in the plan year 2024 filing.
Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan end-of-year assets fell from $55M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Iowa

Industry

Retail Trade

Participants vs Iowa filers

In Iowa, the average filing covers about 632 participants across 1,162 plans. Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan reports 305 participants - about 48% of that state average ($52M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)	$55M
Net Assets (End of Year)	$36M
Net Income	$749K
Employer EIN	421190085
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carroll Distributing & Construction Supply, Inc.)

Total plan assets by year, all Carroll Distributing & Construction Supply, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	529	$59M
2023	2	543	$67M
2024	2	611	$66M

Nearby ESOP Plans in Iowa

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

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants

Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $419M · 2,972
Telligen, Inc. Employee Stock Ownership Plan $147M · 597

Compare Carroll Distributing & Construction Supp… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan by total assets, not by location.

Smelter Service Corp Employee Stock Ownership Plan (TN) $52M · 93
Harborone Bank Employee Stock Ownership Plan (MA) $52M · 360
Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan (MI) $52M · 79
Thybar Corporation Employee Stock Ownership Plan (IL) $52M · 130

Frequently Asked Questions

How did Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.1% during 2024, from $55M to $52M. Reported net income was $749K.

How have Carroll Distributing & Construction Supply, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carroll Distributing & Construction Supply, Inc.'s sponsor-wide assets grew 11.3%, from $59M to $66M.

Where does Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Smelter Service Corp Employee Stock Ownership Plan in TN ($52M, 93 participants).

Next read for Carroll Distributing & Construction Supp…

Filing takeaways

Ways to act on Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
Carroll Distributing & Construction Supply, Inc.'s sponsor-wide assets have grown 11.3% since 2022 across 3 plan years on file. More Retail Trade plans

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 421190085.

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.