401(k) · DOL Form 5500 · 2023
Carson Group Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 345
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $84,228
- Avg per participant Below avg balance/head
Official DOL plan name: Carson Wealth Management Group 401(k) Profit Sharing Plan · Sponsored by Carson Group Holdings, LLC · Nebraska · Finance & Insurance
$29M in assets, 345 participants
Carson Group Holdings, LLC's Carson Wealth Management Group 401(k) Profit Sharing Plan reported $29M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #5,983 in Finance & Insurance (8,869 peers)
Where Carson Wealth Management Group 401(k) Profit Sharing Plan sits by assets
Carson Wealth Management Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $29M for 345 participants (~$84,228/participant), up 56.0% in 2023.
- #5,983
- in Finance & Insurance (8,869 peers)
- +56.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Carson Wealth Management Group 401(k) Profit Sharing Plan's outsized position by total assets
Carson Wealth Management Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,058,724 Top 21% higher than 79% 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
Carson Wealth Management Group 401(k) Profit Sharing 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. Carson Wealth Management Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (345 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carson Wealth Management Group 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Carson Wealth Management Group 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Carson Wealth Management Group 401(k) Profit Sharing Plan reported participants rose from 277 in the plan year 2022 filing to 345 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 371808406 · Carson Group Holdings, LLC PY 2023 · 401(k)
Carson Wealth Management Group 401(k) Profit Sharing Plan · $29M · 345 · 79th
- PCT $29M
- PCT 345
- PCT 79th
- PCT 401(k)
- PCT near Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan
- PCT ind #5983
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 Nebraska →
Carson Wealth Management Group 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $10M |
| Employer EIN | 371808406 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carson Group Holdings, LLC)
Sponsor-wide plan assets over time
All Carson Group Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 115.5503292411664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 277 | $19M |
| 2023 | 1 | 345 | $29M |
| 2024 | 1 | 395 | $40M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
- Union Pacific Corporation Thrift Plan $2.3B · 5,470
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
- First National of Nebraska, Inc. First Savings Plan $926M · 5,038
Carson Wealth Management Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan in TX ($29M); by covered participants it is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (345 participants); asset peers above are excluded.
- Bcc Engineering, LLC. Retirement Plan and Trust (FL) 345 · 0 off
- Medable 401(k) Plan (CA) 345 · 0 off
- Idera 401(k) Savings Plan (TX) 345 · 0 off
- Healthtronics Group, LP 401(k) Plan (TX) 345 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.