401(k) · DOL Form 5500 · 2022

The Carswell Group, Inc. Dba Independent Management Service 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
275
Participants Below avg headcount
55th
Percentile by assets National rank
$22,560
Avg per participant Low balance/head
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Official DOL plan name: Carswell Group 401(k) Profit Sharing Plan · Sponsored by The Carswell Group, Inc. Dba Independent Management Service · Michigan · Real Estate

$6M in assets, 275 participants

The Carswell Group, Inc. Dba Independent Management Service's Carswell Group 401(k) Profit Sharing Plan reported $6M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,644 in Real Estate (5,057 peers)

Coverage in Michigan

Carswell Group 401(k) Profit Sharing Plan covers 275 participants in Michigan, about 43% of the average Michigan filer (state average ~638 per filing). Assets: $6M.

#3,644
in Real Estate (5,057 peers)
-11.8%
assets change YoY

The plan reported a net loss of $829K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carswell Group 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Carswell Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,203,892 Top 45% higher than 55% 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

Carswell Group 401(k) Profit Sharing 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. Carswell Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (275 participants).

Published 5500 schedule card

Filing strip 382888423 · The Carswell Group, Inc. Dba Independent Management Service PY 2022 · 401(k)

Carswell Group 401(k) Profit Sharing Plan · $6M · 275 · 55th

  • SCH $6M
  • SCH 275
  • SCH 55th
  • SCH 401(k)
  • SCH near Assetmark Pooled Employer Plan
  • SCH ind #3644

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 Real Estate retirement plans → · Plans in Michigan →

Carswell Group 401(k) Profit Sharing Plan in the asset neighbourhood

Carswell Group 401(k) Profit Sharing PlanCarswell Group 401(k) Profit…$6MAssetmark Pooled Employer PlanAssetmark Pooled Employer Pl…$6MCorporate Press Group 401(k) PlanCorporate Press Group 401(k)…$6MS & G Discount Outlet Inc. 401(k) Savings PlanS & G Discount Outlet Inc. 4…$6MQualico Developments (U.S.), Inc. 401(k) PlanQualico Developments (U.S.),…$6M
End-of-year total assets ($M) among Carswell Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$829K
Employer EIN382888423
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Carswell Group, Inc. Dba Independent Management Service)

Sponsor-wide plan assets over time

All The Carswell Group, Inc. Dba Independent Management Service plans reported in each filing year

Latest sponsor-wide plan assets
$8M 25.769355752808075% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.2M $7.8M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 275 $6M
2023 1 274 $7M
2024 1 297 $8M

Nearby 401(k) Plans in Michigan

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

Carswell Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Carswell Group 401(k) Profit Sharing Plan, Total assets ($B): 0.006203892 · Participants: 275Carswell Group 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Carswell Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Carswell Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carswell Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Assetmark Pooled Employer Plan in SD ($6M); by covered participants it is Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement in IL (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Carswell Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Carswell Group 401(k) Profit Sharing Plan pulled back noticeably - down 11.8% during 2022, from $7M to $6M. Reported net income was -$829K.
How have The Carswell Group, Inc. Dba Independent Management Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Carswell Group, Inc. Dba Independent Management Service's sponsor-wide assets grew 25.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Carswell Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Assetmark Pooled Employer Plan in SD ($6M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Carswell Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement in IL (275 participants, $41M 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 382888423.

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.