ESOP · DOL Form 5500 · 2024
R.F. Carlson Company ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $60,518
- Avg per participant Low balance/head
Official DOL plan name: R.F. Carlson Company Employee Stock Ownership Plan · Sponsored by R.F. Carlson Company · Florida · Wholesale Trade
$1M in assets, 18 participants
R.F. Carlson Company's R.F. Carlson Company Employee Stock Ownership Plan reported $1M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #806 in Wholesale Trade (6,080 peers)
R.F. Carlson Company multi-year trail
R.F. Carlson Company's plans moved +30.0% in assets from 2022 to 2024; this filing shows R.F. Carlson Company Employee Stock Ownership Plan at $1M / 18 participants.
- #806
- in Wholesale Trade (6,080 peers)
- +23.9%
- assets growth YoY
R.F. Carlson Company Employee Stock Ownership Plan among the smaller filed plans by assets
R.F. Carlson Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,089,330 24th percentile higher than 24% 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
R.F. Carlson Company 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. R.F. Carlson Company Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R.F. Carlson Company Employee Stock Ownership Plan reported net income rose from $70K in the plan year 2023 filing to $217K in the plan year 2024 filing.
- R.F. Carlson Company Employee Stock Ownership Plan end-of-year assets rose from $880K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 592380216 · R.F. Carlson Company PY 2024 · ESOP
R.F. Carlson Company Employee Stock Ownership Plan · $1M · 18 · 24th
- PART $1M
- PART 18
- PART 24th
- PART ESOP
- PART near Exponent Partners Employee Stock Ownership Plan
- PART ind #806
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 Florida →
R.F. Carlson Company Employee Stock Ownership Plan in the asset neighbourhood
R.F. Carlson Company multi-year asset trail
Sponsor-wide plan assets over time
All R.F. Carlson Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 29.966211863072147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $838K |
| 2023 | 1 | 18 | $880K |
| 2024 | 1 | 18 | $1M |
R.F. Carlson Company filing trail (2024)
| Total Assets (Beginning of Year) | $880K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $217K |
| Employer EIN | 592380216 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
R.F. Carlson Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Exponent Partners Employee Stock Ownership Plan in CA ($1M); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Exponent Partners Employee Stock Ownership Plan (CA) $1M · 55
- Crisis Preparation and Recovery, Inc. Employee Stock Ownership Plan (AZ) $1M · 201
- Associated Building Supply, Inc. Employee Stock Ownership Plan (CA) $1M · 41
- Technology Management Company Employees' Stock Ownership Plan and Trust (NM) $1M · 8
Similar participant headcount
Nearest other-state filings by covered participants (18 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.