401(k) · DOL Form 5500 · 2023

J.R. Carlson Laboratories, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
134
Participants Small participant base
69th
Percentile by assets National rank
$121,796
Avg per participant Near avg balance/head
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Official DOL plan name: J.R. Carlson Laboratories, Inc. 401(k) Plan · Sponsored by J.R. Carlson Laboratories, Inc. · Illinois · Wholesale Trade

$16M in assets, 134 participants

J.R. Carlson Laboratories, Inc.'s J.R. Carlson Laboratories, Inc. 401(k) Plan reported $16M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,049 in Wholesale Trade (6,309 peers)

Coverage in Illinois

J.R. Carlson Laboratories, Inc. 401(k) Plan covers 134 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#4,049
in Wholesale Trade (6,309 peers)
+22.0%
assets growth YoY

J.R. Carlson Laboratories, Inc. 401(k) Plan's outsized position by total assets

J.R. Carlson Laboratories, Inc. 401(k) Plan vs every filed plan by assets

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

$16,320,688 Top 31% higher than 69% 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

J.R. Carlson Laboratories, Inc. 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. J.R. Carlson Laboratories, Inc. 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.R. Carlson Laboratories, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • J.R. Carlson Laboratories, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • J.R. Carlson Laboratories, Inc. 401(k) Plan reported participants fell from 144 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362672870 · J.R. Carlson Laboratories, Inc. PY 2023 · 401(k)

J.R. Carlson Laboratories, Inc. 401(k) Plan · $16M · 134 · 69th

  • VS-ST $16M
  • BOY 134
  • SCH 69th
  • EBSA 401(k)
  • PART near Capitol Beverage Sales Incentive 401(k) Plan
  • TYPE ind #4049

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 Wholesale Trade retirement plans → · Plans in Illinois →

J.R. Carlson Laboratories, Inc. 401(k) Plan in the asset neighbourhood

J.R. Carlson Laboratories, Inc. 401(k) PlanJ.R. Carlson Laboratories, I…$16MCapitol Beverage Sales Incentive 401(k) PlanCapitol Beverage Sales Incen…$16MForm Energy Inc. 401(k) Plan$16MJohnson Engineering, Inc. Employee 401(k) Profit Sharing PlanJohnson Engineering, Inc. Em…$16MCelartem, Inc. 401(k) Plan$16M
End-of-year total assets ($M) among J.R. Carlson Laboratories, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN362672870
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.R. Carlson Laboratories, Inc.)

Sponsor-wide plan assets over time

All J.R. Carlson Laboratories, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.47248764737859% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.4M $18.9M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 144 $13M
2023 1 134 $16M
2024 1 146 $19M

Nearby 401(k) Plans in Illinois

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

J.R. Carlson Laboratories, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants J.R. Carlson Laboratories, Inc. 401(k) Plan, Total assets ($B): 0.016320688 · Participants: 134J.R. Carlson Laboratories, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
J.R. Carlson Laboratories, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare J.R. Carlson Laboratories, Inc. 401(k) Plan side-by-side with 3 peers →

J.R. Carlson Laboratories, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Capitol Beverage Sales Incentive 401(k) Plan in MN ($16M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 J.R. Carlson Laboratories, Inc. 401(k) Plan assets move in 2023? ▼
J.R. Carlson Laboratories, Inc. 401(k) Plan grew sharply - up 22.0% during 2023, from $13M to $16M. Reported net income was $3M.
How have J.R. Carlson Laboratories, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.R. Carlson Laboratories, Inc.'s sponsor-wide assets grew 41.5%, from $13M to $19M.
Which 401(k) plans are similar in size to J.R. Carlson Laboratories, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capitol Beverage Sales Incentive 401(k) Plan in MN ($16M, 159 participants).
Which 401(k) plans cover a similar participant headcount to J.R. Carlson Laboratories, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 362672870.

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.