401(k) · DOL Form 5500 · 2022

Carlson Capital, L.P. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
61
Participants Small participant base
82nd
Percentile by assets National rank
$467,868
Avg per participant High balance/head
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Official DOL plan name: Carlson Capital, L.P. 401(k) Plan · Sponsored by Carlson Capital, L.P. · Texas · Finance & Insurance

$29M in assets, 61 participants

Carlson Capital, L.P.'s Carlson Capital, L.P. 401(k) Plan reported $29M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,601 in Finance & Insurance (9,261 peers)

Where Carlson Capital, L.P. 401(k) Plan sits by assets

Carlson Capital, L.P. 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 61 participants (~$467,868/participant), down 27.9% in 2022.

#6,601
in Finance & Insurance (9,261 peers)
-27.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlson Capital, L.P. 401(k) Plan's outsized position by total assets

Carlson Capital, L.P. 401(k) Plan vs every filed plan by assets

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

$28,539,965 Top 18% higher than 82% 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 Capital, L.P. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlson Capital, L.P. 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

DOL schedule card

Filing strip 272570573 · Carlson Capital, L.P. PY 2022 · 401(k)

Carlson Capital, L.P. 401(k) Plan · $29M · 61 · 82nd

  • EOY $29M
  • EOY 61
  • EOY 82nd
  • EOY 401(k)
  • EOY near The Intertech Group, Inc. Retirement Savings Plan
  • EOY ind #6601

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 Texas →

Carlson Capital, L.P. 401(k) Plan in the asset neighbourhood

Carlson Capital, L.P. 401(k) PlanCarlson Capital, L.P. 401(k)…$29MThe Intertech Group, Inc. Retirement Savings PlanThe Intertech Group, Inc. Re…$29MBruno Independent Living Aids, Inc. 401(k) Plan and TrustBruno Independent Living Aid…$29MC3.Ai, Inc. 401(k) Plan$29MQuinn Evans Architects, Inc. Employee Retirement Benefit PlanQuinn Evans Architects, Inc.…$29M
End-of-year total assets ($M) among Carlson Capital, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$29M
Net Income-$11M
Employer EIN272570573
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Capital, L.P.)

Sponsor-wide plan assets over time

All Carlson Capital, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 15.880762292455508% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $28.5M $33.1M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 61 $29M
2023 1 47 $31M
2024 1 48 $33M

Nearby 401(k) Plans in Texas

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

Carlson Capital, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Carlson Capital, L.P. 401(k) Plan, Total assets ($B): 0.028539965 · Participants: 61Carlson Capital, L.P. 401(k) 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 Capital, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carlson Capital, L.P. 401(k) Plan side-by-side with 3 peers →

Carlson Capital, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Intertech Group, Inc. Retirement Savings Plan in NC ($29M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Capital, L.P. 401(k) Plan assets move in 2022? ▼
Carlson Capital, L.P. 401(k) Plan declined sharply - down 27.9% during 2022, from $40M to $29M. Reported net income was -$11M.
How have Carlson Capital, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Capital, L.P.'s sponsor-wide assets grew 15.9%, from $29M to $33M.
Where does Carlson Capital, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carlson Capital, L.P. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carlson Capital, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Intertech Group, Inc. Retirement Savings Plan in NC ($29M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Carlson Capital, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants, $704K 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 272570573.

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.