Carrier JohnsonESOP
CARRIER JOHNSON EMPLOYEE STOCK OWNERSHIP PLAN · SAN DIEGO, CA · plan year 2022
Carrier Johnson's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $9,831,586 across 96 participant accounts, with employer contributions averaging $52,812 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,509th of 9,483), and 8,048th of 11,654 in professional & technical services.
Carrier Johnson's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 953138414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.