401(k) · DOL Form 5500 · 2023

Carstens, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
36
Participants Small participant base
52nd
Percentile by assets National rank
$201,441
Avg per participant Above avg balance/head
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Official DOL plan name: Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust · Sponsored by Carstens, Inc. · Illinois · Manufacturing

$7M in assets, 36 participants

Carstens, Inc.'s Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust reported $7M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,773 in Manufacturing (18,722 peers)

Carstens, Inc. multi-year trail

Carstens, Inc.'s plans moved -26.1% in assets from 2022 to 2024; this filing shows Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust at $7M / 36 participants.

#6,773
in Manufacturing (18,722 peers)
-29.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets

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

$7,251,860 Top 48% higher than 52% 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

Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust reported net income fell from -$1M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust end-of-year assets fell from $10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust reported participants fell from 40 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362073216 · Carstens, Inc. PY 2023 · 401(k)

Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust · $7M · 36 · 52nd

  • PART $7M
  • TYPE 36
  • NET 52nd
  • BOOK 401(k)
  • VS-ST near Agc 401(k) Plan
  • BOY ind #6773

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 Illinois →

Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood

Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and TrustCarstens, Inc. Employees' Pr…$7MAgc 401(k) Plan$7MU.S. Retail Flowers, Inc. 401(k) Profit Sharing PlanU.S. Retail Flowers, Inc. 40…$7MChauvin Arnoux, Inc. 401(k) PlanChauvin Arnoux, Inc. 401(k) …$7MPutnam Automotive, Inc. 401(k) Profit Sharing PlanPutnam Automotive, Inc. 401(…$7M
End-of-year total assets ($M) among Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carstens, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carstens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.101886289570288% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $10.3M $7.62M ▼ -26.2%
Year Plans Participants Total Assets
2022 1 40 $10M
2023 1 36 $7M
2024 1 31 $8M

Carstens, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN362073216
Plan Effective Date1964-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust, Total assets ($B): 0.00725186 · Participants: 36Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust side-by-side with 3 peers →

Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Agc 401(k) Plan in UT ($7M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust assets move in 2023? ▼
Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust declined sharply - down 29.7% during 2023, from $10M to $7M. Reported net income was -$3M.
How have Carstens, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carstens, Inc.'s sponsor-wide assets declined 26.1%, from $10M to $8M.
Which 401(k) plans are similar in size to Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Agc 401(k) Plan in UT ($7M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Carstens, Inc. Employees' Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A 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 362073216.

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.