ESOP · DOL Form 5500 · 2024

Dave Carter & Associates, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
139
Participants Small participant base
68th
Percentile by assets National rank
$130,964
Avg per participant Near avg balance/head
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Official DOL plan name: Dave Carter & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Dave Carter & Associates, Inc. · Florida · Wholesale Trade

$18M in assets, 139 participants

Dave Carter & Associates, Inc.'s Dave Carter & Associates, Inc. Employee Stock Ownership Plan reported $18M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,855 in Wholesale Trade (6,080 peers)

Coverage in Florida

Dave Carter & Associates, Inc. Employee Stock Ownership Plan covers 139 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#3,855
in Wholesale Trade (6,080 peers)
+82.0%
assets growth YoY

Dave Carter & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Dave Carter & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,204,000 Top 32% higher than 68% 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

Dave Carter & Associates, 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. Dave Carter & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dave Carter & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Dave Carter & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 591782814 · Dave Carter & Associates, Inc. PY 2024 · ESOP

Dave Carter & Associates, Inc. Employee Stock Ownership Plan · $18M · 139 · 68th

  • 5500 $18M
  • ASSETS 139
  • PCT 68th
  • EIN ESOP
  • RANK near Commodity Trucking Employee Stock Ownership Plan
  • PHOTO ind #3855

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 →

Dave Carter & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Whitestone Associates, Inc. ESOPWhitestone Associates, Inc. …$18MSnider Inc Employee Stock Ownership Plan and TrustSnider Inc Employee Stock Ow…$18MDave Carter & Associates, Inc. Employee Stock Ownership PlanDave Carter & Associates, In…$18MCommodity Trucking Employee Stock Ownership PlanCommodity Trucking Employee …$18MCorpus Christi Electric Co., Inc. Employee Stock Ownership PlanCorpus Christi Electric Co.,…$18M
End-of-year total assets ($M) among Dave Carter & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$18M
Net Income$8M
Employer EIN591782814
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dave Carter & Associates, Inc.)

Sponsor-wide plan assets over time

All Dave Carter & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 178.13178186313507% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $8.94M $24.9M ▲ +178.2%
Year Plans Participants Total Assets
2022 1 129 $9M
2023 1 138 $10M
2024 2 266 $25M

Nearby ESOP Plans in Florida

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

Dave Carter & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Dave Carter & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018204 · Participants: 139Dave Carter & Associates, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Dave Carter & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Dave Carter & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dave Carter & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Commodity Trucking Employee Stock Ownership Plan in CA ($18M); by covered participants it is The Gillette Company Employee Stock Ownership Plan in MA (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Dave Carter & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Dave Carter & Associates, Inc. Employee Stock Ownership Plan surged - up 82.0% during 2024, from $10M to $18M. Reported net income was $8M.
How have Dave Carter & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dave Carter & Associates, Inc.'s sponsor-wide assets grew 178.1%, from $9M to $25M.
Which ESOP plans are similar in size to Dave Carter & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Commodity Trucking Employee Stock Ownership Plan in CA ($18M, 160 participants).
Which ESOP plans cover a similar participant headcount to Dave Carter & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Gillette Company Employee Stock Ownership Plan in MA (139 participants, $368M 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 591782814.

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.