Profit Sharing · DOL Form 5500 · 2023

Carlson Fehser Corporation Profit Sharing Plan

Data updated 2026-08-25

$723K
Total assets Small plan by assets
8
Participants Small participant base
21st
Percentile by assets National rank
$90,321
Avg per participant Below avg balance/head
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Official DOL plan name: Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement · Sponsored by Carlson Fehser Corporation · Arizona · Administrative & Support Services

$723K in assets, 8 participants

Carlson Fehser Corporation's Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement reported $723K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,879 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement ranks #1,879 of 4,372 2023 filers by assets (3993% of the sector average)-$723K for 8 participants.

#1,879
in Administrative & Support Services (4,372 peers)
+23.2%
assets growth YoY

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement among the smaller filed plans by assets

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement vs every filed plan by assets

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

$722,565 21st percentile higher than 21% 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

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement reported net income rose from -$18K in the plan year 2022 filing to $136K in the plan year 2023 filing.
  • Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement end-of-year assets rose from $586K in the plan year 2022 filing to $723K in the plan year 2023 filing.
  • Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860535105 · Carlson Fehser Corporation PY 2023 · Profit Sharing

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement · $723K · 8 · 21st

  • EOY $723K
  • EOY 8
  • EOY 21st
  • EOY Profit Sharing
  • EOY near Rossi Distributor, Inc Profit Sharing Plan
  • EOY ind #1879

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement in the asset neighbourhood

Carlson Fehser Corporation Profit Sharing Plan and Trust AgreementCarlson Fehser Corporation P…$723KRossi Distributor, Inc Profit Sharing PlanRossi Distributor, Inc Profi…$723KThe Enrico Group, Inc. Profit Sharing PalnThe Enrico Group, Inc. Profi…$723KJohn M. Jones, D.D.S., Inc. Profit Sharing PlanJohn M. Jones, D.D.S., Inc. …$722KRojo Inc Retirement Plan$722K
End-of-year total assets ($M) among Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$586K
Net Assets (End of Year)$723K
Net Income$136K
Employer EIN860535105
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Fehser Corporation)

Sponsor-wide plan assets over time

All Carlson Fehser Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$706K 20.4053549413504% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.59M $0.71M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 7 $586K
2023 1 8 $723K
2024 1 7 $706K

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement, Total assets ($M): 0.722565 · Participants: 8Carlson Fehser Corporation Profit Sharing Plan and Trust AgreementKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement side-by-side with 3 peers →

Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Rossi Distributor, Inc Profit Sharing Plan in CA ($723K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($723K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement assets move in 2023? ▼
Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement grew sharply - up 23.2% during 2023, from $586K to $723K. Reported net income was $136K.
How have Carlson Fehser Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Fehser Corporation's sponsor-wide assets grew 20.4%, from $586K to $706K.
Where does Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by assets is Rossi Distributor, Inc Profit Sharing Plan in CA ($723K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Carlson Fehser Corporation Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 860535105.

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.