401(k) · DOL Form 5500 · 2023

Carlson, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
110
Participants Small participant base
88th
Percentile by assets National rank
$580,766
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,110
in Administrative & Support Services (4,372 peers)
+10.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Carlson 401(k) Savings Plan's outsized position 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

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 401(k) Savings 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 401(k) Savings Plan sits mid-pack in the medium band (110 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411626624 · Carlson, Inc. PY 2023 · 401(k)

Carlson 401(k) Savings Plan · $64M · 110 · 88th

  • SCH $64M
  • SCH 110
  • SCH 88th
  • SCH 401(k)
  • SCH near Red Robin International, Inc. 401(k) Savings Plan
  • SCH ind #4110

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 Minnesota →

Carlson 401(k) Savings Plan in the asset neighbourhood

Red Robin International, Inc. 401(k) Savings PlanRed Robin International, Inc…$64MCarlson 401(k) Savings Plan$64MRyobi Die Casting (USA), Inc. Retirement and Savings PlanRyobi Die Casting (USA), Inc…$64MDelta Dental of Wisconsin, Inc. Retirement PlanDelta Dental of Wisconsin, I…$64MNorwood Medical Employee Savings Plan and TrustNorwood Medical Employee Sav…$64M
End-of-year total assets ($M) among Carlson 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$64M
Net Income$6M
Employer EIN411626624
Plan Effective Date2021-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson, Inc.)

Sponsor-wide plan assets over time

All Carlson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 25.141075347854713% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.6M $72.1M ▲ +25.1%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Carlson 401(k) Savings Plan, Total assets ($B): 0.063884243 · Participants: 110Carlson 401(k) Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Carlson 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Carlson 401(k) Savings Plan side-by-side with 3 peers →

Carlson 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Red Robin International, Inc. 401(k) Savings Plan in CO ($64M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 401(k) Savings Plan assets move in 2023? ▼
Carlson 401(k) Savings Plan grew at a solid clip - up 10.9% during 2023, from $58M to $64M. Reported net income was $6M.
How have Carlson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson, Inc.'s sponsor-wide assets grew 25.1%, from $58M to $72M.
Where does Carlson 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Carlson 401(k) Savings Plan ranks in the 88th 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 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red Robin International, Inc. 401(k) Savings Plan in CO ($64M, 9,608 participants).
Which 401(k) plans cover a similar participant headcount to Carlson 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 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 411626624.

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.