401(k) · DOL Form 5500 · 2022

Carlson, Brigance & Doering, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
105
Participants Small participant base
60th
Percentile by assets National rank
$73,507
Avg per participant Below avg balance/head
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Official DOL plan name: Carlson, Brigance & Doering, Inc. Retirement Plan · Sponsored by Carlson, Brigance & Doering, Inc. · Texas · Professional & Technical Services

$8M in assets, 105 participants

Carlson, Brigance & Doering, Inc.'s Carlson, Brigance & Doering, Inc. Retirement Plan reported $8M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,440 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Carlson, Brigance & Doering, Inc. Retirement Plan covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#12,440
in Professional & Technical Services (21,562 peers)
-3.3%
assets change YoY

The plan reported a net loss of $260K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlson, Brigance & Doering, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carlson, Brigance & Doering, Inc. Retirement Plan vs every filed plan by assets

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

$7,718,236 Top 40% higher than 60% 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, Brigance & Doering, Inc. Retirement Plan 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, Brigance & Doering, Inc. Retirement Plan sits mid-pack in the medium band (105 participants).

Form 5500 schedule snapshot

Filing strip 742434469 · Carlson, Brigance & Doering, Inc. PY 2022 · 401(k)

Carlson, Brigance & Doering, Inc. Retirement Plan · $8M · 105 · 60th

  • IND $8M
  • EOY 105
  • 5500 60th
  • ASSETS 401(k)
  • PCT near The Crowley Car Company Dealership Group 401(k) Plan & Trust
  • EIN ind #12440

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 Professional & Technical Services retirement plans → · Plans in Texas →

Carlson, Brigance & Doering, Inc. Retirement Plan in the asset neighbourhood

Carlson, Brigance & Doering, Inc. Retirement PlanCarlson, Brigance & Doering,…$8MThe Crowley Car Company Dealership Group 401(k) Plan & TrustThe Crowley Car Company Deal…$8MEmployee Benefit Plan of Sblm PCEmployee Benefit Plan of Sbl…$8MTransport Designs, Inc. 401(k) PlanTransport Designs, Inc. 401(…$8MSampson Morris Group, Inc. 401(k) PlanSampson Morris Group, Inc. 4…$8M
End-of-year total assets ($M) among Carlson, Brigance & Doering, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$260K
Employer EIN742434469
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson, Brigance & Doering, Inc.)

Sponsor-wide plan assets over time

All Carlson, Brigance & Doering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 20.612769267071705% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.5M $30.7M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 184 $25M
2023 2 208 $27M
2024 2 221 $31M

Nearby 401(k) Plans in Texas

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

Carlson, Brigance & Doering, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Carlson, Brigance & Doering, Inc. Retirement Plan, Total assets ($B): 0.007718236 · Participants: 105Carlson, Brigance & Doering, Inc. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Carlson, Brigance & Doering, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Carlson, Brigance & Doering, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Crowley Car Company Dealership Group 401(k) Plan & Trust in CA ($8M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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, Brigance & Doering, Inc. Retirement Plan assets move in 2022?
Carlson, Brigance & Doering, Inc. Retirement Plan edged down modestly - down 3.3% during 2022, from $8M to $8M. Reported net income was -$260K.
How have Carlson, Brigance & Doering, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Carlson, Brigance & Doering, Inc.'s sponsor-wide assets grew 20.6%, from $25M to $31M.
Which 401(k) plans are similar in size to Carlson, Brigance & Doering, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Crowley Car Company Dealership Group 401(k) Plan & Trust in CA ($8M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Carlson, Brigance & Doering, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 participants, N/A in assets).