Money Purchase · DOL Form 5500 · 2023

A.W. Carlson Co. Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$408,267
Avg per participant High balance/head
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Official DOL plan name: A.W. Carlson Inc Money Purchase Plan · Sponsored by A.W. Carlson Co. Inc. · Connecticut · Other Services

$2M in assets, 4 participants

A.W. Carlson Co. Inc.'s A.W. Carlson Inc Money Purchase Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,182 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, A.W. Carlson Inc Money Purchase Plan ranks #4,182 of 7,857 2023 filers by assets (1229% of the sector average)-$2M for 4 participants.

#4,182
in Other Services (7,857 peers)
+16.1%
assets growth YoY

A.W. Carlson Inc Money Purchase Plan among the smaller filed plans by assets

A.W. Carlson Inc Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,633,066 28th percentile higher than 28% of 127,068 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 2023

A.W. Carlson Inc Money Purchase Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.W. Carlson Inc Money Purchase Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A.W. Carlson Inc Money Purchase Plan reported net income rose from -$207K in the plan year 2022 filing to $226K in the plan year 2023 filing.
  • A.W. Carlson Inc Money Purchase Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060757390 · A.W. Carlson Co. Inc. PY 2023 · Money Purchase

A.W. Carlson Inc Money Purchase Plan · $2M · 4 · 28th

  • PCT $2M
  • EIN 4
  • RANK 28th
  • PHOTO Money Purchase
  • IND near Ccab Turf Service LLC Retirement Plan
  • EOY ind #4182

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 Other Services retirement plans → · Plans in Connecticut →

A.W. Carlson Inc Money Purchase Plan in the asset neighbourhood

A.W. Carlson Inc Money Purchase PlanA.W. Carlson Inc Money Purch…$2MCcab Turf Service LLC Retirement PlanCcab Turf Service LLC Retire…$2MTajudeen Ogbara Mdsc Money Purchase Plan & TrustTajudeen Ogbara Mdsc Money P…$2MGregory J. Dalton Dmd LLP Money Purchase PlanGregory J. Dalton Dmd LLP Mo…$2MG. H Graf Realty Corp - Money Purchase PlanG. H Graf Realty Corp - Mone…$2M
End-of-year total assets ($M) among A.W. Carlson Inc Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$226K
Employer EIN060757390
Plan Effective Date1974-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (A.W. Carlson Co. Inc.)

Sponsor-wide plan assets over time

All A.W. Carlson Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.60417908793154% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.41M $1.88M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $2M

Nearby Money Purchase Plans in Connecticut

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

A.W. Carlson Inc Money Purchase Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants A.W. Carlson Inc Money Purchase Plan, Total assets ($M): 1.633066 · Participants: 4A.W. Carlson Inc Money Purchase PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 746.047151 · Participants: 8403New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 173.736211 · Participants: 626Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 78.724205 · Participants: 467Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.06523 · Participants: 447Money Purchase Retirement Plan of U.a. Local 716IBEW Local No. 223 Deferred Income Plan, Total assets ($M): 27.50459 · Participants: 556IBEW Local No. 223 Deferred Income Plan
A.W. Carlson Inc Money Purchase Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare A.W. Carlson Inc Money Purchase Plan side-by-side with 3 peers →

A.W. Carlson Inc Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Ccab Turf Service LLC Retirement Plan in TX ($2M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did A.W. Carlson Inc Money Purchase Plan assets move in 2023? ▼
A.W. Carlson Inc Money Purchase Plan grew sharply - up 16.1% during 2023, from $1M to $2M. Reported net income was $226K.
How have A.W. Carlson Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.W. Carlson Co. Inc.'s sponsor-wide assets grew 33.6%, from $1M to $2M.
Which Money Purchase plans are similar in size to A.W. Carlson Inc Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ccab Turf Service LLC Retirement Plan in TX ($2M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to A.W. Carlson Inc Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060757390.

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.