401(k) · DOL Form 5500 · 2023

Anne Carlsen Center 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
493
Participants Below avg headcount
75th
Percentile by assets National rank
$46,826
Avg per participant Low balance/head
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Official DOL plan name: Anne Carlsen Center 401(k) Plan · Sponsored by Anne Carlsen Center · North Dakota · Healthcare & Social Assistance

$23M in assets, 493 participants

Anne Carlsen Center's Anne Carlsen Center 401(k) Plan reported $23M in total assets and 493 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,988 in Healthcare & Social Assistance (17,684 peers)

Where Anne Carlsen Center 401(k) Plan sits by assets

Anne Carlsen Center 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 493 participants (~$46,826/participant), up 19.9% in 2023.

#13,988
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Anne Carlsen Center 401(k) Plan's outsized position by total assets

Anne Carlsen Center 401(k) Plan vs every filed plan by assets

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

$23,085,046 Top 25% higher than 75% 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

Anne Carlsen Center 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. Anne Carlsen Center 401(k) Plan sits mid-pack in the medium band (493 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anne Carlsen Center 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Anne Carlsen Center 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870694180 · Anne Carlsen Center PY 2023 · 401(k)

Anne Carlsen Center 401(k) Plan · $23M · 493 · 75th

  • SCH $23M
  • EBSA 493
  • PART 75th
  • TYPE 401(k)
  • NET near Proton Energy Systems, Inc. 401(k) Plan
  • BOOK ind #13988

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 Healthcare & Social Assistance retirement plans → · Plans in North Dakota →

Anne Carlsen Center 401(k) Plan in the asset neighbourhood

Anne Carlsen Center 401(k) PlanAnne Carlsen Center 401(k) P…$23MPueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Laguna Commercial …$23MReify Health, Inc. Retirement Savings PlanReify Health, Inc. Retiremen…$23MProton Energy Systems, Inc. 401(k) PlanProton Energy Systems, Inc. …$23MKibo Software 401(k) Plan$23M
End-of-year total assets ($M) among Anne Carlsen Center 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)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN870694180
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anne Carlsen Center)

Sponsor-wide plan assets over time

All Anne Carlsen Center plans reported in each filing year

Latest sponsor-wide plan assets
$27M 37.992855115919674% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $26.6M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 490 $19M
2023 1 493 $23M
2024 1 502 $27M

Nearby 401(k) Plans in North Dakota

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

Anne Carlsen Center 401(k) Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Anne Carlsen Center 401(k) Plan, Total assets ($B): 0.023085046 · Participants: 493Anne Carlsen Center 401(k) PlanSanford Retirement Savings Plan, Total assets ($B): 3.110361496 · Participants: 30495Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.829880488 · Participants: 8551Mdu Resources Group, Inc. 401(k) Retirement PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.7412361 · Participants: 5269Knife River Corporation 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.521170291 · Participants: 3853Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.512524705 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing Plan
Anne Carlsen Center 401(k) Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Anne Carlsen Center 401(k) Plan side-by-side with 3 peers →

Anne Carlsen Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Proton Energy Systems, Inc. 401(k) Plan in CT ($23M); by covered participants it is O9 Solutions 401(k) Plan in TX (493 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (493 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 Anne Carlsen Center 401(k) Plan assets move in 2023? ▼
Anne Carlsen Center 401(k) Plan grew sharply - up 19.9% during 2023, from $19M to $23M. Reported net income was $4M.
How have Anne Carlsen Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anne Carlsen Center's sponsor-wide assets grew 38.0%, from $19M to $27M.
Where does Anne Carlsen Center 401(k) Plan rank by assets among Form 5500 filers? ▼
Anne Carlsen Center 401(k) Plan ranks in the 75th 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 Anne Carlsen Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Proton Energy Systems, Inc. 401(k) Plan in CT ($23M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Anne Carlsen Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O9 Solutions 401(k) Plan in TX (493 participants, $23M 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 870694180.

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.