401(k) · DOL Form 5500 · 2022
J.R. Carlson Laboratories, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $92,885
- Avg per participant Below avg balance/head
Official DOL plan name: J.R. Carlson Laboratories, Inc. 401(k) Plan · Sponsored by J.R. Carlson Laboratories, Inc. · Illinois · Wholesale Trade
$13M in assets, 144 participants
J.R. Carlson Laboratories, Inc.'s J.R. Carlson Laboratories, Inc. 401(k) Plan reported $13M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #4,477 in Wholesale Trade (6,843 peers)
Coverage in Illinois
J.R. Carlson Laboratories, Inc. 401(k) Plan covers 144 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $13M.
- #4,477
- in Wholesale Trade (6,843 peers)
- -18.5%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J.R. Carlson Laboratories, Inc. 401(k) Plan's outsized position by total assets
J.R. Carlson Laboratories, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,375,501 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
J.R. Carlson Laboratories, 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. J.R. Carlson Laboratories, Inc. 401(k) Plan sits mid-pack in the medium band (144 participants).
Plan-year Form 5500 strip
Filing strip 362672870 · J.R. Carlson Laboratories, Inc. PY 2022 · 401(k)
J.R. Carlson Laboratories, Inc. 401(k) Plan · $13M · 144 · 70th
- SCH $13M
- EBSA 144
- PART 70th
- TYPE 401(k)
- NET near Modern Manufacturing & Engineering Inc. Retirement/Savings Plan
- BOOK ind #4477
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 Wholesale Trade retirement plans → · Plans in Illinois →
J.R. Carlson Laboratories, Inc. 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 362672870 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.R. Carlson Laboratories, Inc.)
Sponsor-wide plan assets over time
All J.R. Carlson Laboratories, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 41.47248764737859% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $13M |
| 2023 | 1 | 134 | $16M |
| 2024 | 1 | 146 | $19M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
J.R. Carlson Laboratories, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Modern Manufacturing & Engineering Inc. Retirement/Savings Plan in MN ($13M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Combs Concrete Construction Company 401(k) Plan (NC) 144 · 0 off
- Club Med Sales and Management Employee Retirement Plan (FL) 144 · 0 off
- Cambria Solutions Inc 401(k) Profit Sharing Plan Trust (CA) 144 · 0 off
- Dfa of California 401(k) Plan (CA) 144 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.