401(k) · DOL Form 5500 · 2022

Carlson Environmental Consultants, PC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
167
Participants Small participant base
47th
Percentile by assets National rank
$25,395
Avg per participant Low balance/head
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Official DOL plan name: Carlson Environmental Consultants, PC 401(k) Plan · Sponsored by Carlson Environmental Consultants, PC · North Carolina · Professional & Technical Services

$4M in assets, 167 participants

Carlson Environmental Consultants, PC's Carlson Environmental Consultants, PC 401(k) Plan reported $4M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,657 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Carlson Environmental Consultants, PC 401(k) Plan covers 167 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#9,657
in Professional & Technical Services (21,562 peers)
-2.8%
assets change YoY

The plan reported a net loss of $122K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlson Environmental Consultants, PC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carlson Environmental Consultants, PC 401(k) Plan vs every filed plan by assets

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

$4,240,981 47th percentile higher than 47% 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 Environmental Consultants, PC 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 Environmental Consultants, PC 401(k) Plan sits mid-pack in the medium band (167 participants).

EBSA filing schedule strip

Filing strip 200471138 · Carlson Environmental Consultants, PC PY 2022 · 401(k)

Carlson Environmental Consultants, PC 401(k) Plan · $4M · 167 · 47th

  • EOY $4M
  • 5500 167
  • ASSETS 47th
  • PCT 401(k)
  • EIN near Korth Transfer 401(k) Plan
  • RANK ind #9657

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 North Carolina →

Carlson Environmental Consultants, PC 401(k) Plan in the asset neighbourhood

Carlson Environmental Consultants, PC 401(k) PlanCarlson Environmental Consul…$4MKorth Transfer 401(k) Plan$4MAvlon Industries Inc 401(k) Profit Sharing Plan & TrustAvlon Industries Inc 401(k) …$4MDysarts Retirement Savings PlanDysarts Retirement Savings P…$4MRudy Construction Co. 401(k) PlanRudy Construction Co. 401(k)…$4M
End-of-year total assets ($M) among Carlson Environmental Consultants, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$122K
Employer EIN200471138
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Environmental Consultants, PC)

Sponsor-wide plan assets over time

All Carlson Environmental Consultants, PC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 74.36916128603264% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.24M $7.39M ▲ +74.3%
Year Plans Participants Total Assets
2022 1 167 $4M
2023 1 159 $6M
2024 1 195 $7M

Nearby 401(k) Plans in North Carolina

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

Carlson Environmental Consultants, PC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carlson Environmental Consultants, PC 401(k) Plan, Total assets ($B): 0.004240981 · Participants: 167Carlson Environmental Consultants, PC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Carlson Environmental Consultants, PC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carlson Environmental Consultants, PC 401(k) Plan side-by-side with 3 peers →

Carlson Environmental Consultants, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Korth Transfer 401(k) Plan in WI ($4M); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Environmental Consultants, PC 401(k) Plan assets move in 2022? ▼
Carlson Environmental Consultants, PC 401(k) Plan edged down modestly - down 2.8% during 2022, from $4M to $4M. Reported net income was -$122K.
How have Carlson Environmental Consultants, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Environmental Consultants, PC's sponsor-wide assets grew 74.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Carlson Environmental Consultants, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Korth Transfer 401(k) Plan in WI ($4M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Carlson Environmental Consultants, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 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 200471138.

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.