ESOP · DOL Form 5500 · 2024

Carroll Distributing & Construction Supply, Inc. ESOP

Data updated 2026-08-25

$52M
Total assets Below avg plan size
305
Participants Below avg headcount
85th
Percentile by assets National rank
$170,665
Avg per participant Above avg balance/head
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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.

  • #7,349 in Retail Trade (8,048 peers)

Where Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan sits by assets

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $52M for 305 participants (~$170,665/participant), down 5.1% in 2024.

#7,349
in Retail Trade (8,048 peers)
-5.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan's outsized position by total assets

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$52,052,931 Top 15% higher than 85% 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

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 421190085 · Carroll Distributing & Construction Supply, Inc. PY 2024 · ESOP

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan · $52M · 305 · 85th

  • PHOTO $52M
  • IND 305
  • EOY 85th
  • 5500 ESOP
  • ASSETS near Smelter Service Corp Employee Stock Ownership Plan
  • PCT ind #7349

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 Iowa →

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Thybar Corporation Employee Stock Ownership PlanThybar Corporation Employee …$52MThompson Surgical Instruments, Inc. Employee Stock Ownership PlanThompson Surgical Instrument…$52MSmelter Service Corp Employee Stock Ownership PlanSmelter Service Corp Employe…$52MHarborone Bank Employee Stock Ownership PlanHarborone Bank Employee Stoc…$52MCarroll Distributing & Construction Supply, Inc. Employee Stock Ownership PlanCarroll Distributing & Const…$52M
End-of-year total assets ($M) among Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$36M
Net Income$749K
Employer EIN421190085
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Carroll Distributing & Construction Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 11.287116006253045% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.4M $66.1M ▲ +11.3%
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 Scatter plot of 6 data points. 200400600800100012001400 02004006008001000 Total assets ($M) Participants Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 52.052931 · Participants: 305Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Smelter Service Corp Employee Stock Ownership Plan in TN ($52M); by covered participants it is D/T Carson Enterprises Employee Stock Ownership Plan in CA (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is D/T Carson Enterprises Employee Stock Ownership Plan in CA (305 participants, $1M 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 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.