ESOP · DOL Form 5500 · 2024

Carson Capital Corp. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
439
Participants Below avg headcount
58th
Percentile by assets National rank
$25,221
Avg per participant Low balance/head
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Official DOL plan name: D/T Carson Enterprises Employee Stock Ownership Plan · Sponsored by Carson Capital Corp. · California · Transportation & Warehousing

$11M in assets, 439 participants

Carson Capital Corp.'s D/T Carson Enterprises Employee Stock Ownership Plan reported $11M in total assets and 439 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,949 in Transportation & Warehousing (3,299 peers)

Carson Capital Corp. multi-year trail

Carson Capital Corp.'s plans moved +412.7% in assets from 2022 to 2024; this filing shows D/T Carson Enterprises Employee Stock Ownership Plan at $11M / 439 participants.

#1,949
in Transportation & Warehousing (3,299 peers)
+40.6%
assets growth YoY

D/T Carson Enterprises Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

D/T Carson Enterprises Employee Stock Ownership Plan vs every filed plan by assets

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

$11,072,214 Top 42% higher than 58% 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

D/T Carson Enterprises 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. D/T Carson Enterprises Employee Stock Ownership Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • D/T Carson Enterprises Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • D/T Carson Enterprises Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330660737 · Carson Capital Corp. PY 2024 · ESOP

D/T Carson Enterprises Employee Stock Ownership Plan · $11M · 439 · 58th

  • PHOTO $11M
  • PHOTO 439
  • PHOTO 58th
  • PHOTO ESOP
  • PHOTO near Ar Family Holdings, LLC Employee Stock Ownership Plan
  • PHOTO ind #1949

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 California →

D/T Carson Enterprises Employee Stock Ownership Plan in the asset neighbourhood

U.S. Fiduciary Services, Inc. Employee Stock Ownership PlanU.S. Fiduciary Services, Inc…$11MD/T Carson Enterprises Employee Stock Ownership PlanD/T Carson Enterprises Emplo…$11MAr Family Holdings, LLC Employee Stock Ownership PlanAr Family Holdings, LLC Empl…$11MA M King Construction Company ESOPA M King Construction Compan…$11MThe Alloy Engineering Company Employee Stock Ownership PlanThe Alloy Engineering Compan…$11M
End-of-year total assets ($M) among D/T Carson Enterprises Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Carson Capital Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Carson Capital Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 412.6732730263158% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.43M $12.5M ▲ +413.2%
Year Plans Participants Total Assets
2022 1 101 $2M
2023 1 440 $8M
2024 2 744 $12M

Carson Capital Corp. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$5M
Net Income$4M
Employer EIN330660737
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

D/T Carson Enterprises Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants D/T Carson Enterprises Employee Stock Ownership Plan, Total assets ($B): 0.011072214 · Participants: 439D/T Carson Enterprises Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
D/T Carson Enterprises Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare D/T Carson Enterprises Employee Stock Ownership Plan side-by-side with 3 peers →

D/T Carson Enterprises Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ar Family Holdings, LLC Employee Stock Ownership Plan in FL ($11M); by covered participants it is D.P. Electric, Inc. Employee Stock Ownership Plan in AZ (438 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 D/T Carson Enterprises Employee Stock Ownership Plan assets move in 2024? ▼
D/T Carson Enterprises Employee Stock Ownership Plan surged - up 40.6% during 2024, from $8M to $11M. Reported net income was $4M.
How have Carson Capital Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carson Capital Corp.'s sponsor-wide assets grew 412.7%, from $2M to $12M.
Which ESOP plans are similar in size to D/T Carson Enterprises Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ar Family Holdings, LLC Employee Stock Ownership Plan in FL ($11M, 72 participants).
Which ESOP plans cover a similar participant headcount to D/T Carson Enterprises Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is D.P. Electric, Inc. Employee Stock Ownership Plan in AZ (438 participants, $94M 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 330660737.

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.