401(k) · DOL Form 5500 · 2023

Carlson Capital, L.P. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
47
Participants Small participant base
80th
Percentile by assets National rank
$669,690
Avg per participant High balance/head
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Official DOL plan name: Carlson Capital, L.P. 401(k) Plan · Sponsored by Carlson Capital, L.P. · Texas · Finance & Insurance

$31M in assets, 47 participants

Carlson Capital, L.P.'s Carlson Capital, L.P. 401(k) Plan reported $31M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,147 in Finance & Insurance (8,869 peers)

Where Carlson Capital, L.P. 401(k) Plan sits by assets

Carlson Capital, L.P. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 47 participants (~$669,690/participant), up 10.3% in 2023.

#6,147
in Finance & Insurance (8,869 peers)
+10.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carlson Capital, L.P. 401(k) Plan's outsized position by total assets

Carlson Capital, L.P. 401(k) Plan vs every filed plan by assets

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

$31,475,414 Top 20% higher than 80% 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 Capital, L.P. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlson Capital, L.P. 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlson Capital, L.P. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carlson Capital, L.P. 401(k) Plan reported participants fell from 61 in the plan year 2022 filing to 47 in the plan year 2023 filing.
  • Carlson Capital, L.P. 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 272570573 · Carlson Capital, L.P. PY 2023 · 401(k)

Carlson Capital, L.P. 401(k) Plan · $31M · 47 · 80th

  • EOY $31M
  • 5500 47
  • ASSETS 80th
  • PCT 401(k)
  • EIN near Meb General Contractors, Inc. 401(k) Profit Sharing Plan
  • RANK ind #6147

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 Finance & Insurance retirement plans → · Plans in Texas →

Carlson Capital, L.P. 401(k) Plan in the asset neighbourhood

Carlson Capital, L.P. 401(k) PlanCarlson Capital, L.P. 401(k)…$31MMeb General Contractors, Inc. 401(k) Profit Sharing PlanMeb General Contractors, Inc…$31MGastroenterology Associates, P.a Profit Sharing Plan and TrustGastroenterology Associates,…$31MThe Melling Employees' 401(k) PlanThe Melling Employees' 401(k…$31MSutro Biopharma, Inc. 401(k) PlanSutro Biopharma, Inc. 401(k)…$31M
End-of-year total assets ($M) among Carlson Capital, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN272570573
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Capital, L.P.)

Sponsor-wide plan assets over time

All Carlson Capital, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 15.880762292455508% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $28.5M $33.1M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 61 $29M
2023 1 47 $31M
2024 1 48 $33M

Nearby 401(k) Plans in Texas

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

Carlson Capital, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carlson Capital, L.P. 401(k) Plan, Total assets ($B): 0.031475414 · Participants: 47Carlson Capital, L.P. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Carlson Capital, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carlson Capital, L.P. 401(k) Plan side-by-side with 3 peers →

Carlson Capital, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Meb General Contractors, Inc. 401(k) Profit Sharing Plan in VA ($31M); by covered participants it is Southern Tea, LLC Salaried Employees 401(k) Plan in GA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Capital, L.P. 401(k) Plan assets move in 2023? ▼
Carlson Capital, L.P. 401(k) Plan grew at a solid clip - up 10.3% during 2023, from $29M to $31M. Reported net income was $3M.
How have Carlson Capital, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Capital, L.P.'s sponsor-wide assets grew 15.9%, from $29M to $33M.
Where does Carlson Capital, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carlson Capital, L.P. 401(k) Plan ranks in the 80th 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 Capital, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meb General Contractors, Inc. 401(k) Profit Sharing Plan in VA ($31M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Carlson Capital, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Tea, LLC Salaried Employees 401(k) Plan in GA (47 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 272570573.

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.