401(k) · DOL Form 5500 · 2023

Carlson, Barbee & Gibson, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
120
Participants Small participant base
78th
Percentile by assets National rank
$233,964
Avg per participant Above avg balance/head
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Official DOL plan name: Carlson, Barbee & Gibson, Inc. 401(k) Plan · Sponsored by Carlson, Barbee & Gibson, Inc. · California · Professional & Technical Services

$28M in assets, 120 participants

Carlson, Barbee & Gibson, Inc.'s Carlson, Barbee & Gibson, Inc. 401(k) Plan reported $28M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,989 in Professional & Technical Services (20,321 peers)

Coverage in California

Carlson, Barbee & Gibson, Inc. 401(k) Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $28M.

#15,989
in Professional & Technical Services (20,321 peers)
+17.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carlson, Barbee & Gibson, Inc. 401(k) Plan's outsized position by total assets

Carlson, Barbee & Gibson, Inc. 401(k) Plan vs every filed plan by assets

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

$28,075,649 Top 22% higher than 78% 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, Barbee & Gibson, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlson, Barbee & Gibson, Inc. 401(k) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlson, Barbee & Gibson, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Carlson, Barbee & Gibson, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Carlson, Barbee & Gibson, Inc. 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680174548 · Carlson, Barbee & Gibson, Inc. PY 2023 · 401(k)

Carlson, Barbee & Gibson, Inc. 401(k) Plan · $28M · 120 · 78th

  • BOOK $28M
  • BOOK 120
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near American Bulk Commodities Retirement Savings Plan
  • BOOK ind #15989

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 Professional & Technical Services retirement plans → · Plans in California →

Carlson, Barbee & Gibson, Inc. 401(k) Plan in the asset neighbourhood

Carlson, Barbee & Gibson, Inc. 401(k) PlanCarlson, Barbee & Gibson, In…$28MAmerican Bulk Commodities Retirement Savings PlanAmerican Bulk Commodities Re…$28MLittleton Coin Company, Inc. Employee Retirement PlanLittleton Coin Company, Inc.…$28MSt. Henry Tile Company, Inc 401(k) Profit Sharing PlanSt. Henry Tile Company, Inc …$28MDimora Brands Retirement Plan$28M
End-of-year total assets ($M) among Carlson, Barbee & Gibson, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN680174548
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson, Barbee & Gibson, Inc.)

Sponsor-wide plan assets over time

All Carlson, Barbee & Gibson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 31.1835126525434% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.9M $31.3M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 113 $24M
2023 1 120 $28M
2024 1 106 $31M

Nearby 401(k) Plans in California

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

Carlson, Barbee & Gibson, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carlson, Barbee & Gibson, Inc. 401(k) Plan, Total assets ($B): 0.028075649 · Participants: 120Carlson, Barbee & Gibson, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Carlson, Barbee & Gibson, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carlson, Barbee & Gibson, Inc. 401(k) Plan side-by-side with 3 peers →

Carlson, Barbee & Gibson, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Bulk Commodities Retirement Savings Plan in OH ($28M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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, Barbee & Gibson, Inc. 401(k) Plan assets move in 2023? ▼
Carlson, Barbee & Gibson, Inc. 401(k) Plan grew sharply - up 17.6% during 2023, from $24M to $28M. Reported net income was $4M.
How have Carlson, Barbee & Gibson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson, Barbee & Gibson, Inc.'s sponsor-wide assets grew 31.2%, from $24M to $31M.
Where does Carlson, Barbee & Gibson, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carlson, Barbee & Gibson, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carlson, Barbee & Gibson, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Bulk Commodities Retirement Savings Plan in OH ($28M, 803 participants).
Which 401(k) plans cover a similar participant headcount to Carlson, Barbee & Gibson, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 680174548.

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.