401(k) · DOL Form 5500 · 2023
Carlson, Inc. 401(k) Plan
Data updated 2026-08-11
- $64M
- Total assets
- 110
- Participants
- 88th
- Percentile by assets
- $580,766
- Avg per participant
Official DOL plan name: Carlson 401(k) Savings Plan · Sponsored by Carlson, Inc. · Minnesota · Administrative & Support Services
$64M in assets, 110 participants
Carlson, Inc.'s Carlson 401(k) Savings Plan reported $64M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 127,072 plans)
- #4,110 in Administrative & Support Services (4,372 peers)
Coverage in Minnesota
Carlson 401(k) Savings Plan covers 110 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $64M.
- $64M
- total plan assets (2023 EOY)
- 110
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $580,766
- avg assets per participant
Where Carlson 401(k) Savings Plan sits by total assets
Carlson 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,884,243 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carlson 401(k) Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Carlson 401(k) Savings Plan end-of-year assets rose from $58M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Carlson 401(k) Savings Plan reported participants rose from 102 in the plan year 2022 filing to 110 in the plan year 2023 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Carlson 401(k) Savings Plan reports 110 participants - about 10% of that state average ($64M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $6M |
| Employer EIN | 411626624 |
| Plan Effective Date | 2021-12-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlson, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $58M |
| 2023 | 1 | 110 | $64M |
| 2024 | 1 | 103 | $72M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Carlson 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carlson 401(k) Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Carlson 401(k) Savings Plan assets move in 2023? ▼
How have Carlson, Inc. plan assets changed over time? ▼
Where does Carlson 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Carlson 401(k) Savings Plan? ▼
Next read for Carlson 401(k) Savings Plan
Filing takeaways
Ways to act on Carlson 401(k) Savings Plan's numbers.
- By total assets, Carlson 401(k) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Carlson, Inc.'s sponsor-wide assets have grown 25.1% since 2022 across 3 plan years on file. More Administrative & Support Services plans