401(k) · DOL Form 5500 · 2023

G. O. Carlson, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
259
Participants Below avg headcount
73rd
Percentile by assets National rank
$78,917
Avg per participant Below avg balance/head
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Official DOL plan name: G. O. Carlson, Inc. Employees 401(k) Plan · Sponsored by G. O. Carlson, Inc. · Pennsylvania · Manufacturing

$20M in assets, 259 participants

G. O. Carlson, Inc.'s G. O. Carlson, Inc. Employees 401(k) Plan reported $20M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,804 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

G. O. Carlson, Inc. Employees 401(k) Plan covers 259 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#11,804
in Manufacturing (18,722 peers)
+7.1%
assets growth YoY

G. O. Carlson, Inc. Employees 401(k) Plan's outsized position by total assets

G. O. Carlson, Inc. Employees 401(k) Plan vs every filed plan by assets

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

$20,439,462 Top 27% higher than 73% 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

G. O. Carlson, Inc. Employees 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. G. O. Carlson, Inc. Employees 401(k) Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • G. O. Carlson, Inc. Employees 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • G. O. Carlson, Inc. Employees 401(k) Plan reported participants rose from 218 in the plan year 2022 filing to 259 in the plan year 2023 filing.
  • G. O. Carlson, Inc. Employees 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 230457636 · G. O. Carlson, Inc. PY 2023 · 401(k)

G. O. Carlson, Inc. Employees 401(k) Plan · $20M · 259 · 73rd

  • EIN $20M
  • EIN 259
  • EIN 73rd
  • EIN 401(k)
  • EIN near Galleher LLC 401(k) Profit Sharing Plan
  • EIN ind #11804

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 Pennsylvania →

G. O. Carlson, Inc. Employees 401(k) Plan in the asset neighbourhood

G. O. Carlson, Inc. Employees 401(k) PlanG. O. Carlson, Inc. Employee…$20MGalleher LLC 401(k) Profit Sharing PlanGalleher LLC 401(k) Profit S…$20MK2 Sports 401(k) Plan$20MQk4 401(k) Savings Plan$20MMass Precision 401(k) Plan$20M
End-of-year total assets ($M) among G. O. Carlson, Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN230457636
Plan Effective Date1992-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G. O. Carlson, Inc.)

Sponsor-wide plan assets over time

All G. O. Carlson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 21.117943736695324% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.7M $78.3M ▲ +21.1%
Year Plans Participants Total Assets
2022 3 426 $65M
2023 3 500 $72M
2024 3 554 $78M

Nearby 401(k) Plans in Pennsylvania

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

G. O. Carlson, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants G. O. Carlson, Inc. Employees 401(k) Plan, Total assets ($B): 0.020439462 · Participants: 259G. O. Carlson, Inc. Employees 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
G. O. Carlson, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare G. O. Carlson, Inc. Employees 401(k) Plan side-by-side with 3 peers →

G. O. Carlson, Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Galleher LLC 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (259 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 G. O. Carlson, Inc. Employees 401(k) Plan assets move in 2023? ▼
G. O. Carlson, Inc. Employees 401(k) Plan grew at a solid clip - up 7.1% during 2023, from $19M to $20M. Reported net income was $1M.
How have G. O. Carlson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G. O. Carlson, Inc.'s sponsor-wide assets grew 21.1%, from $65M to $78M.
Which 401(k) plans are similar in size to G. O. Carlson, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Galleher LLC 401(k) Profit Sharing Plan in CA ($20M, 400 participants).
Which 401(k) plans cover a similar participant headcount to G. O. Carlson, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 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 230457636.

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.