401(k) · DOL Form 5500 · 2022

Carlson Tool & Manufacturing Corp. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
122
Participants Small participant base
79th
Percentile by assets National rank
$189,047
Avg per participant Above avg balance/head
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Official DOL plan name: Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) · Sponsored by Carlson Tool & Manufacturing Corp. · Wisconsin · Manufacturing

$23M in assets, 122 participants

Carlson Tool & Manufacturing Corp.'s Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) reported $23M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,593 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) covers 122 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.

#14,593
in Manufacturing (20,602 peers)
+18.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k)'s outsized position by total assets

Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) vs every filed plan by assets

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

$23,063,747 Top 21% higher than 79% 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

Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) 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. Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) sits mid-pack in the medium band (122 participants).

Form 5500 schedule snapshot

Filing strip 390973406 · Carlson Tool & Manufacturing Corp. PY 2022 · 401(k)

Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) · $23M · 122 · 79th

  • TYPE $23M
  • NET 122
  • BOOK 79th
  • VS-ST 401(k)
  • BOY near Liberty Healthcare Corporation Savings Plan
  • SCH ind #14593

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 Manufacturing retirement plans → · Plans in Wisconsin →

Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) in the asset neighbourhood

Beumer 401(k) Plan$23MCarlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k)Carlson Tool & Manufacturing…$23MLiberty Healthcare Corporation Savings PlanLiberty Healthcare Corporati…$23MColorado Allergy & Asthma Centers, P.C. Profit Sharing 401(k) PlanColorado Allergy & Asthma Ce…$23MMa Laboratories, Inc. 401(k) Plan and TrustMa Laboratories, Inc. 401(k)…$23M
End-of-year total assets ($M) among Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN390973406
Plan Effective Date1963-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Tool & Manufacturing Corp.)

Sponsor-wide plan assets over time

All Carlson Tool & Manufacturing Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 22.766183656107568% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.1M $28.3M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 122 $23M
2023 1 117 $26M
2024 1 122 $28M

Nearby 401(k) Plans in Wisconsin

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

Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k), Total assets ($B): 0.023063747 · Participants: 122Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k)Johnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) side-by-side with 3 peers →

Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Liberty Healthcare Corporation Savings Plan in PA ($23M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) assets move in 2022? ▼
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) grew sharply - up 18.0% during 2022, from $20M to $23M. Reported net income was $4M.
How have Carlson Tool & Manufacturing Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Tool & Manufacturing Corp.'s sponsor-wide assets grew 22.8%, from $23M to $28M.
Where does Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) rank by assets among Form 5500 filers? ▼
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) ranks in the 79th 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 Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Healthcare Corporation Savings Plan in PA ($23M, 983 participants).
Which 401(k) plans cover a similar participant headcount to Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants, $7M 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 390973406.

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.