Profit Sharing · DOL Form 5500 · 2022

Carlson Fehser Corporation Profit Sharing Plan

Data updated 2026-08-25

$586K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$83,778
Avg per participant Below avg balance/head
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Official DOL plan name: Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement · Sponsored by Carlson Fehser Corporation · Arizona · Administrative & Support Services

$586K in assets, 7 participants

Carlson Fehser Corporation's Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement reported $586K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,986 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement ranks #1,986 of 4,927 2022 filers by assets (4920% of the sector average)-$586K for 7 participants.

#1,986
in Administrative & Support Services (4,927 peers)
-3.0%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement among the smaller filed plans by assets

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement vs every filed plan by assets

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

$586,449 20th percentile higher than 20% 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 Fehser Corporation Profit Sharing Plan and Trust Agreement 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 Fehser Corporation Profit Sharing Plan and Trust Agreement is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 860535105 · Carlson Fehser Corporation PY 2022 · Profit Sharing

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement · $586K · 7 · 20th

  • PCT $586K
  • EIN 7
  • RANK 20th
  • PHOTO Profit Sharing
  • IND near Pinellas Cleaning Service Inc. Retirement Plan
  • EOY ind #1986

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement in the asset neighbourhood

Carlson Fehser Corporation Profit Sharing Plan and Trust AgreementCarlson Fehser Corporation P…$586KPinellas Cleaning Service Inc. Retirement PlanPinellas Cleaning Service In…$587KGoldmar Sales Corporation Profit Sharing Plan and TrustGoldmar Sales Corporation Pr…$587KDmbab, Inc. Profit Sharing PlanDmbab, Inc. Profit Sharing P…$586KEducated Wanderer Inc. Retirement PlanEducated Wanderer Inc. Retir…$587K
End-of-year total assets ($M) among Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$605K
Net Assets (End of Year)$586K
Net Income-$18K
Employer EIN860535105
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Fehser Corporation)

Sponsor-wide plan assets over time

All Carlson Fehser Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$706K 20.4053549413504% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.59M $0.71M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 7 $586K
2023 1 8 $723K
2024 1 7 $706K

Nearby Profit Sharing Plans in Arizona

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

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -20020406080 Total assets ($M) Participants Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement, Total assets ($M): 0.586449 · Participants: 7Carlson Fehser Corporation Profit Sharing Plan and Trust AgreementKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement side-by-side with 3 peers →

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Pinellas Cleaning Service Inc. Retirement Plan in FL ($587K); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Fehser Corporation Profit Sharing Plan and Trust Agreement assets move in 2022? ▼
Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement edged down modestly - down 3.0% during 2022, from $605K to $586K. Reported net income was -$18K.
How have Carlson Fehser Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Fehser Corporation's sponsor-wide assets grew 20.4%, from $586K to $706K.
Where does Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement ranks in the 20th 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 Profit Sharing plans are similar in size to Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by assets is Pinellas Cleaning Service Inc. Retirement Plan in FL ($587K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K 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 860535105.

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.