401(k) · DOL Form 5500 · 2022

Carlson, Barbee & Gibson, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
113
Participants Small participant base
80th
Percentile by assets National rank
$211,203
Avg per participant Above avg balance/head
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Official DOL plan name: Carlson, Barbee & Gibson, Inc. 401(k) Plan · Sponsored by Carlson, Barbee & Gibson, Inc. · California · Professional & Technical Services

$24M in assets, 113 participants

Carlson, Barbee & Gibson, Inc.'s Carlson, Barbee & Gibson, Inc. 401(k) Plan reported $24M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,287 in Professional & Technical Services (21,562 peers)

Coverage in California

Carlson, Barbee & Gibson, Inc. 401(k) Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $24M.

#17,287
in Professional & Technical Services (21,562 peers)
-15.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlson, Barbee & Gibson, Inc. 401(k) Plan's outsized position by total assets

Carlson, Barbee & Gibson, Inc. 401(k) Plan vs every filed plan by assets

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

$23,865,913 Top 20% higher than 80% 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, Barbee & Gibson, Inc. 401(k) 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, Barbee & Gibson, Inc. 401(k) Plan sits mid-pack in the medium band (113 participants).

Plan-year Form 5500 strip

Filing strip 680174548 · Carlson, Barbee & Gibson, Inc. PY 2022 · 401(k)

Carlson, Barbee & Gibson, Inc. 401(k) Plan · $24M · 113 · 80th

  • ASSETS $24M
  • PCT 113
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Landrum & Brown 401(k) and Profit Sharing Plan
  • IND ind #17287

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 California →

Carlson, Barbee & Gibson, Inc. 401(k) Plan in the asset neighbourhood

Carlson, Barbee & Gibson, Inc. 401(k) PlanCarlson, Barbee & Gibson, In…$24MLandrum & Brown 401(k) and Profit Sharing PlanLandrum & Brown 401(k) and P…$24MRadiac Abrasives, Inc. 401(k) Retirement Savings PlanRadiac Abrasives, Inc. 401(k…$24MJergens, Inc. Salary Reduction Profit Sharing Retirement Plan and TrustJergens, Inc. Salary Reducti…$24MBridges Health 401(k) Plan$24M
End-of-year total assets ($M) among Carlson, Barbee & Gibson, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN680174548
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson, Barbee & Gibson, Inc.)

Sponsor-wide plan assets over time

All Carlson, Barbee & Gibson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 31.1835126525434% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.9M $31.3M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 113 $24M
2023 1 120 $28M
2024 1 106 $31M

Nearby 401(k) Plans in California

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

Carlson, Barbee & Gibson, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carlson, Barbee & Gibson, Inc. 401(k) Plan, Total assets ($B): 0.023865913 · Participants: 113Carlson, Barbee & Gibson, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Carlson, Barbee & Gibson, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carlson, Barbee & Gibson, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Landrum & Brown 401(k) and Profit Sharing Plan in OH ($24M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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, Barbee & Gibson, Inc. 401(k) Plan assets move in 2022? ▼
Carlson, Barbee & Gibson, Inc. 401(k) Plan declined sharply - down 15.6% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Carlson, Barbee & Gibson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson, Barbee & Gibson, Inc.'s sponsor-wide assets grew 31.2%, from $24M to $31M.
Where does Carlson, Barbee & Gibson, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carlson, Barbee & Gibson, Inc. 401(k) Plan ranks in the 80th 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, Barbee & Gibson, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Landrum & Brown 401(k) and Profit Sharing Plan in OH ($24M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Carlson, Barbee & Gibson, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 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 680174548.

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.