401(k) · DOL Form 5500 · 2023

Carlson Testing, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
100
Participants Small participant base
48th
Percentile by assets National rank
$59,551
Avg per participant Low balance/head
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Official DOL plan name: Carlson Testing, Inc. Employees Savings Trust · Sponsored by Carlson Testing, Inc. · Oregon · Professional & Technical Services

$6M in assets, 100 participants

Carlson Testing, Inc.'s Carlson Testing, Inc. Employees Savings Trust reported $6M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,324 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Carlson Testing, Inc. Employees Savings Trust covers 100 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#9,324
in Professional & Technical Services (20,321 peers)
+32.2%
assets growth YoY

Carlson Testing, Inc. Employees Savings Trust's mid-pack asset rank among Professional & Technical Services and all filers

Carlson Testing, Inc. Employees Savings Trust vs every filed plan by assets

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

$5,955,123 48th percentile higher than 48% 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 Testing, Inc. Employees Savings Trust 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 Testing, Inc. Employees Savings Trust is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlson Testing, Inc. Employees Savings Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Carlson Testing, Inc. Employees Savings Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Carlson Testing, Inc. Employees Savings Trust reported participants fell from 103 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930658577 · Carlson Testing, Inc. PY 2023 · 401(k)

Carlson Testing, Inc. Employees Savings Trust · $6M · 100 · 48th

  • RANK $6M
  • PHOTO 100
  • IND 48th
  • EOY 401(k)
  • 5500 near Frontpoint Security Employee Savings Plan
  • ASSETS ind #9324

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Carlson Testing, Inc. Employees Savings Trust in the asset neighbourhood

Carlson Testing, Inc. Employees Savings TrustCarlson Testing, Inc. Employ…$6MFrontpoint Security Employee Savings PlanFrontpoint Security Employee…$6MCasey Products Profit Sharing PlanCasey Products Profit Sharin…$6MGrande Aire Services Inc 401 K Profit Sharing Plan TrustGrande Aire Services Inc 401…$6MSan Antonio Livestock Exposition, Inc. Retirement PlanSan Antonio Livestock Exposi…$6M
End-of-year total assets ($M) among Carlson Testing, Inc. Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN930658577
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Testing, Inc.)

Sponsor-wide plan assets over time

All Carlson Testing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 63.683254171666306% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.5M $7.37M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 103 $5M
2023 1 100 $6M
2024 1 103 $7M

Nearby 401(k) Plans in Oregon

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

Carlson Testing, Inc. Employees Savings Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Carlson Testing, Inc. Employees Savings Trust, Total assets ($B): 0.005955123 · Participants: 100Carlson Testing, Inc. Employees Savings Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Carlson Testing, Inc. Employees Savings Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Carlson Testing, Inc. Employees Savings Trust side-by-side with 3 peers →

Carlson Testing, Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Frontpoint Security Employee Savings Plan in VA ($6M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Testing, Inc. Employees Savings Trust assets move in 2023? ▼
Carlson Testing, Inc. Employees Savings Trust surged - up 32.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have Carlson Testing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Testing, Inc.'s sponsor-wide assets grew 63.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Carlson Testing, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Frontpoint Security Employee Savings Plan in VA ($6M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Carlson Testing, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 930658577.

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.