401(k) · DOL Form 5500 · 2022

Carlson Asset Management Inc 401(k) Plan

Data updated 2026-08-25

$822K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$205,504
Avg per participant Above avg balance/head
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Official DOL plan name: Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Carlson Asset Management Inc · Minnesota · Finance & Insurance

$822K in assets, 4 participants

Carlson Asset Management Inc's Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust reported $822K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,384 in Finance & Insurance (9,261 peers)

Carlson Asset Management Inc multi-year trail

Carlson Asset Management Inc's plans moved +56.7% in assets from 2022 to 2024; this filing shows Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust at $822K / 4 participants.

#1,384
in Finance & Insurance (9,261 peers)
-11.1%
assets change YoY

The plan reported a net loss of $103K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$822,014 23rd percentile higher than 23% of 139,123 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 2022

Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 200406391 · Carlson Asset Management Inc PY 2022 · 401(k)

Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust · $822K · 4 · 23rd

  • EBSA $822K
  • PART 4
  • TYPE 23rd
  • NET 401(k)
  • BOOK near Wood Ranch 401(k) Plan
  • VS-ST ind #1384

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Carlson Asset Management Inc 401(k) Profit Sharing Plan & TrustCarlson Asset Management Inc…$822KWood Ranch 401(k) Plan$822KRyan Tribbett Company 401(k) Profit Sharing PlanRyan Tribbett Company 401(k)…$822KLooky Corp. 401(k) Plan$822KElite Energy Services Co 401(k) PlanElite Energy Services Co 401…$822K
End-of-year total assets ($M) among Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carlson Asset Management Inc multi-year asset trail

Sponsor-wide plan assets over time

All Carlson Asset Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 56.70609016391448% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.82M $1.29M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 4 $822K
2023 1 4 $1M
2024 1 4 $1M

Carlson Asset Management Inc filing trail (2022)

Total Assets (Beginning of Year)$925K
Net Assets (End of Year)$822K
Net Income-$103K
Employer EIN200406391
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000822014 · Participants: 4Carlson Asset Management Inc 401(k) Profit Sharing Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Wood Ranch 401(k) Plan in CA ($822K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($822K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 11.1% during 2022, from $925K to $822K. Reported net income was -$103K.
How have Carlson Asset Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Asset Management Inc's sponsor-wide assets grew 56.7%, from $822K to $1M.
Where does Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wood Ranch 401(k) Plan in CA ($822K, 708 participants).
Which 401(k) plans cover a similar participant headcount to Carlson Asset Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200406391.

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.