401(k) · DOL Form 5500 · 2022

Carlson Distributing Co. Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
170
Participants Small participant base
57th
Percentile by assets National rank
$40,092
Avg per participant Low balance/head
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Official DOL plan name: Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Carlson Distributing Co. Inc · Utah · Transportation & Warehousing

$7M in assets, 170 participants

Carlson Distributing Co. Inc's Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #2,311 in Transportation & Warehousing (3,876 peers)

Coverage in Utah

Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust covers 170 participants in Utah, about 29% of the average Utah filer (state average ~592 per filing). Assets: $7M.

#2,311
in Transportation & Warehousing (3,876 peers)
-13.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,815,609 Top 43% higher than 57% 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 Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (170 participants).

Plan-year Form 5500 strip

Filing strip 870304450 · Carlson Distributing Co. Inc PY 2022 · 401(k)

Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust · $7M · 170 · 57th

  • BOY $7M
  • BOY 170
  • BOY 57th
  • BOY 401(k)
  • BOY near Network Innovations 401(k) Plan
  • BOY ind #2311

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 Transportation & Warehousing retirement plans → · Plans in Utah →

Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and TrustCarlson Distributing Co., In…$7MNetwork Innovations 401(k) PlanNetwork Innovations 401(k) P…$7MNetwork Innovations 401(k) PlanNetwork Innovations 401(k) P…$7MCoastal Gulf & International, Inc. 401(k) Profit Sharing PlanCoastal Gulf & International…$7MNe Construction LLP 401(k) Profit Sharing Plan & TrustNe Construction LLP 401(k) P…$7M
End-of-year total assets ($M) among Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN870304450
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Distributing Co. Inc)

Sponsor-wide plan assets over time

All Carlson Distributing Co. Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.31995864199369% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.82M $9.77M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 170 $7M
2023 1 196 $9M
2024 1 261 $10M

Nearby 401(k) Plans in Utah

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

Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006815609 · Participants: 170Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and TrustDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Network Innovations 401(k) Plan in FL ($7M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 13.6% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Carlson Distributing Co. Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Distributing Co. Inc's sponsor-wide assets grew 43.3%, from $7M to $10M.
Which 401(k) plans are similar in size to Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Network Innovations 401(k) Plan in FL ($7M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Carlson Distributing Co., Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants, $2M 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 870304450.

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.