ESOP · DOL Form 5500 · 2024
Carter Broadcast Group, Inc. ESOP
Data updated 2026-08-25
- $160K
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $6,663
- Avg per participant Low balance/head
Official DOL plan name: Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Carter Broadcast Group, Inc. · Missouri · Information & Media
$160K in assets, 24 participants
Carter Broadcast Group, Inc.'s Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust reported $160K in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #147 in Information & Media (2,822 peers)
Carter Broadcast Group, Inc. multi-year trail
Carter Broadcast Group, Inc.'s plans moved -36.2% in assets from 2022 to 2024; this filing shows Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust at $160K / 24 participants.
- #147
- in Information & Media (2,822 peers)
- -19.9%
- assets change YoY
The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$159,921 9th percentile higher than 9% 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
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$51K in the plan year 2023 filing to -$40K in the plan year 2024 filing.
- Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $200K in the plan year 2023 filing to $160K in the plan year 2024 filing.
- Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 25 in the plan year 2023 filing to 24 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 430798703 · Carter Broadcast Group, Inc. PY 2024 · ESOP
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust · $160K · 24 · 9th
- PART $160K
- TYPE 24
- NET 9th
- BOOK ESOP
- VS-ST near Uma Enterprises Employee Stock Ownership Plan
- BOY ind #147
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 Missouri →
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Carter Broadcast Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carter Broadcast Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $160K 36.19952285584342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $251K |
| 2023 | 1 | 25 | $200K |
| 2024 | 1 | 24 | $160K |
Carter Broadcast Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $200K |
|---|---|
| Net Assets (End of Year) | $160K |
| Net Income | -$40K |
| Employer EIN | 430798703 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Uma Enterprises Employee Stock Ownership Plan in NY ($159K); by covered participants it is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160K here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Southern Rubber Company, Inc. Employee Stock Ownership Plan (NC) 24 · 0 off
- Panhandle Implement Company, Inc. Employee Stock Ownership Plan (TX) 24 · 0 off
- Panhandle Implement Company, Inc. Employee Stock Ownership Plan (TX) 24 · 0 off
- Wvs Financial Corp. Employee Stock Ownership Plan (PA) 24 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.