ESOP · DOL Form 5500 · 2024
Carolina Solar Services ESOP
Data updated 2026-08-25
- $669K
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $16,726
- Avg per participant Low balance/head
Official DOL plan name: Carolina Solar Services Employee Stock Ownership Plan · Sponsored by Carolina Solar Services · North Carolina · Utilities
$669K in assets, 40 participants
Carolina Solar Services's Carolina Solar Services Employee Stock Ownership Plan reported $669K in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #37 in Utilities (732 peers)
Carolina Solar Services multi-year trail
Carolina Solar Services's plans moved +18.5% in assets from 2023 to 2024; this filing shows Carolina Solar Services Employee Stock Ownership Plan at $669K / 40 participants.
- #37
- in Utilities (732 peers)
- +18.5%
- assets growth YoY
The plan reported a net loss of $128K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolina Solar Services Employee Stock Ownership Plan among the smaller filed plans by assets
Carolina Solar Services Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$669,028 20th percentile higher than 20% 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
Carolina Solar Services 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. Carolina Solar Services Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolina Solar Services Employee Stock Ownership Plan reported net income fell from $216K in the plan year 2023 filing to -$128K in the plan year 2024 filing.
- Carolina Solar Services Employee Stock Ownership Plan end-of-year assets rose from $564K in the plan year 2023 filing to $669K in the plan year 2024 filing.
- Carolina Solar Services Employee Stock Ownership Plan reported participants fell from 46 in the plan year 2023 filing to 40 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 472684655 · Carolina Solar Services PY 2024 · ESOP
Carolina Solar Services Employee Stock Ownership Plan · $669K · 40 · 20th
- IND $669K
- IND 40
- IND 20th
- IND ESOP
- IND near Ledesma & Meyer Employee Stock Ownership Plan
- IND ind #37
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 North Carolina →
Carolina Solar Services Employee Stock Ownership Plan in the asset neighbourhood
Carolina Solar Services multi-year asset trail
Sponsor-wide plan assets over time
All Carolina Solar Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $669K 18.52741606873948% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 46 | $564K |
| 2024 | 1 | 40 | $669K |
Carolina Solar Services filing trail (2024)
| Total Assets (Beginning of Year) | $564K |
|---|---|
| Net Assets (End of Year) | $88K |
| Net Income | -$128K |
| Employer EIN | 472684655 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,396
- Ecmd, Inc. Employee Stock Ownership Plan $154M · 969
- Precision Walls, Inc. Employee Stock Ownership Plan $143M · 1,228
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $133M · 279
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
Carolina Solar Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Ledesma & Meyer Employee Stock Ownership Plan in CA ($670K); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($669K here).
Similar participant headcount
Nearest other-state filings by covered participants (40 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.