ESOP · DOL Form 5500 · 2024

Consolidated Carbide, Ltd. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
31
Participants Small participant base
56th
Percentile by assets National rank
$332,414
Avg per participant High balance/head
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Official DOL plan name: Consolidated Carbide, Ltd. Employee Stock Ownership Plan · Sponsored by Consolidated Carbide, Ltd. · Arizona · Manufacturing

$10M in assets, 31 participants

Consolidated Carbide, Ltd.'s Consolidated Carbide, Ltd. Employee Stock Ownership Plan reported $10M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,522 in Manufacturing (17,777 peers)

Consolidated Carbide, Ltd. multi-year trail

Consolidated Carbide, Ltd.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Consolidated Carbide, Ltd. Employee Stock Ownership Plan at $10M / 31 participants.

#7,522
in Manufacturing (17,777 peers)
+10.0%
assets growth YoY

Consolidated Carbide, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Consolidated Carbide, Ltd. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,304,824 Top 44% higher than 56% 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

Consolidated Carbide, Ltd. 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. Consolidated Carbide, Ltd. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Consolidated Carbide, Ltd. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $935K in the plan year 2024 filing.
  • Consolidated Carbide, Ltd. Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2023 filing to 31 in the plan year 2024 filing.
  • Consolidated Carbide, Ltd. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860884382 · Consolidated Carbide, Ltd. PY 2024 · ESOP

Consolidated Carbide, Ltd. Employee Stock Ownership Plan · $10M · 31 · 56th

  • BOY $10M
  • SCH 31
  • EBSA 56th
  • PART ESOP
  • TYPE near Healthcare Management Solutions Employee Stock Ownership Plan
  • NET ind #7522

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 Arizona →

Consolidated Carbide, Ltd. Employee Stock Ownership Plan in the asset neighbourhood

Lti Technology Solutions Employee Stock Ownership PlanLti Technology Solutions Emp…$10MSummers Concrete Contracting, Inc. Employee Stock Ownership PlanSummers Concrete Contracting…$10MConsolidated Carbide, Ltd. Employee Stock Ownership PlanConsolidated Carbide, Ltd. E…$10MHealthcare Management Solutions Employee Stock Ownership PlanHealthcare Management Soluti…$10MInterface Engineering ESOP$10M
End-of-year total assets ($M) among Consolidated Carbide, Ltd. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Consolidated Carbide, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Consolidated Carbide, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.74402251970003% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.65M $10.3M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 33 $8M
2023 1 28 $9M
2024 1 31 $10M

Consolidated Carbide, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$935K
Employer EIN860884382
Plan Effective Date2000-08-17
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Consolidated Carbide, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Consolidated Carbide, Ltd. Employee Stock Ownership Plan, Total assets ($B): 0.010304824 · Participants: 31Consolidated Carbide, Ltd. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Consolidated Carbide, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants

Consolidated Carbide, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Healthcare Management Solutions Employee Stock Ownership Plan in WV ($10M); by covered participants it is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants). Same-state nearby plans are listed separately above.

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 Consolidated Carbide, Ltd. Employee Stock Ownership Plan assets move in 2024?
Consolidated Carbide, Ltd. Employee Stock Ownership Plan grew at a solid clip - up 10.0% during 2024, from $9M to $10M. Reported net income was $935K.
How have Consolidated Carbide, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Consolidated Carbide, Ltd.'s sponsor-wide assets grew 34.7%, from $8M to $10M.
Which ESOP plans are similar in size to Consolidated Carbide, Ltd. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Healthcare Management Solutions Employee Stock Ownership Plan in WV ($10M, 126 participants).
Which ESOP plans cover a similar participant headcount to Consolidated Carbide, Ltd. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants, $6M in assets).