401(k) · DOL Form 5500 · 2022

Carson Group Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
277
Participants Below avg headcount
76th
Percentile by assets National rank
$67,255
Avg per participant Below avg balance/head
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Official DOL plan name: Carson Wealth Management Group 401(k) Profit Sharing Plan · Sponsored by Carson Group Holdings, LLC · Nebraska · Finance & Insurance

$19M in assets, 277 participants

Carson Group Holdings, LLC's Carson Wealth Management Group 401(k) Profit Sharing Plan reported $19M in total assets and 277 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,781 in Finance & Insurance (9,261 peers)

Where Carson Wealth Management Group 401(k) Profit Sharing Plan sits by assets

Carson Wealth Management Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 277 participants (~$67,255/participant), up 8.9% in 2022.

#5,781
in Finance & Insurance (9,261 peers)
+8.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Carson Wealth Management Group 401(k) Profit Sharing Plan's outsized position by total assets

Carson Wealth Management Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,629,657 Top 24% higher than 76% 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

Carson Wealth Management 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. Carson Wealth Management Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (277 participants).

Plan-year Form 5500 strip

Filing strip 371808406 · Carson Group Holdings, LLC PY 2022 · 401(k)

Carson Wealth Management Group 401(k) Profit Sharing Plan · $19M · 277 · 76th

  • BOY $19M
  • BOY 277
  • BOY 76th
  • BOY 401(k)
  • BOY near F.C.B. 401(k) Plan
  • BOY ind #5781

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 Nebraska →

Carson Wealth Management Group 401(k) Profit Sharing Plan in the asset neighbourhood

Carson Wealth Management Group 401(k) Profit Sharing PlanCarson Wealth Management Gro…$19MF.C.B. 401(k) Plan$19MCory Watson, P.C. 401(k) Profit Sharing PlanCory Watson, P.C. 401(k) Pro…$19MBps Supply Group 401(k) Profit Sharing PlanBps Supply Group 401(k) Prof…$19MNorth American Hoganas Union 401(k) PlanNorth American Hoganas Union…$19M
End-of-year total assets ($M) among Carson Wealth Management Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN371808406
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carson Group Holdings, LLC)

Sponsor-wide plan assets over time

All Carson Group Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 115.5503292411664% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.6M $40.2M ▲ +115.6%
Year Plans Participants Total Assets
2022 1 277 $19M
2023 1 345 $29M
2024 1 395 $40M

Nearby 401(k) Plans in Nebraska

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

Carson Wealth Management Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Carson Wealth Management Group 401(k) Profit Sharing Plan, Total assets ($B): 0.018629657 · Participants: 277Carson Wealth Management Group 401(k) Profit Sharing PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Carson Wealth Management Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Carson Wealth Management Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is F.C.B. 401(k) Plan in CA ($19M); by covered participants it is Lindamood 401(k) and Profit Sharing Plan in TX (277 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Carson Wealth Management Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Carson Wealth Management Group 401(k) Profit Sharing Plan grew at a solid clip - up 8.9% during 2022, from $17M to $19M. Reported net income was $2M.
How have Carson Group Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carson Group Holdings, LLC's sponsor-wide assets grew 115.6%, from $19M to $40M.
Where does Carson Wealth Management Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carson Wealth Management Group 401(k) Profit Sharing Plan ranks in the 76th 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 Carson Wealth Management Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is F.C.B. 401(k) Plan in CA ($19M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Carson Wealth Management Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lindamood 401(k) and Profit Sharing Plan in TX (277 participants, $1M 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 371808406.

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.