401(k) · DOL Form 5500 · 2023

Carlsbad Technology, Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
79
Participants Small participant base
42nd
Percentile by assets National rank
$54,666
Avg per participant Low balance/head
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Official DOL plan name: Carlsbad Technology, Inc. 401(k) Profit Sharing Plan · Sponsored by Carlsbad Technology, Inc · California · Manufacturing

$4M in assets, 79 participants

Carlsbad Technology, Inc's Carlsbad Technology, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,639 in Manufacturing (18,722 peers)

What the 2023 filing shows

Carlsbad Technology, Inc. 401(k) Profit Sharing Plan holds $4M for 79 participants - about $54,666 per participant, in the lower half of filed plans by assets.

#4,639
in Manufacturing (18,722 peers)
+3.3%
assets growth YoY

Carlsbad Technology, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Carlsbad Technology, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,318,577 42nd percentile higher than 42% 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

Carlsbad Technology, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlsbad Technology, Inc. 401(k) Profit Sharing Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlsbad Technology, Inc. 401(k) Profit Sharing Plan reported net income rose from -$524K in the plan year 2022 filing to $139K in the plan year 2023 filing.
  • Carlsbad Technology, Inc. 401(k) Profit Sharing Plan reported participants fell from 84 in the plan year 2022 filing to 79 in the plan year 2023 filing.
  • Carlsbad Technology, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330441961 · Carlsbad Technology, Inc PY 2023 · 401(k)

Carlsbad Technology, Inc. 401(k) Profit Sharing Plan · $4M · 79 · 42nd

  • EIN $4M
  • EIN 79
  • EIN 42nd
  • EIN 401(k)
  • EIN near Franklin Pharmacy 401(k) Profit Sharing Plan
  • EIN ind #4639

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 California →

Carlsbad Technology, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Carlsbad Technology, Inc. 401(k) Profit Sharing PlanCarlsbad Technology, Inc. 40…$4MFranklin Pharmacy 401(k) Profit Sharing PlanFranklin Pharmacy 401(k) Pro…$4MTriad Logistics Services Corporation 401(k) PlanTriad Logistics Services Cor…$4MSokol Blosser 401(k) Plan$4MCraddock Health Center, P.C. 401(k) PlanCraddock Health Center, P.C.…$4M
End-of-year total assets ($M) among Carlsbad Technology, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$139K
Employer EIN330441961
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlsbad Technology, Inc)

Sponsor-wide plan assets over time

All Carlsbad Technology, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.337884569920107% vs 2022
2023 filing year
$4.15M$4.2M$4.25M$4.3M$4.35M 20222023 $4.18M $4.32M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 84 $4M
2023 1 79 $4M

Nearby 401(k) Plans in California

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

Carlsbad Technology, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carlsbad Technology, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004318577 · Participants: 79Carlsbad Technology, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Carlsbad Technology, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Carlsbad Technology, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Franklin Pharmacy 401(k) Profit Sharing Plan in GA ($4M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Carlsbad Technology, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Carlsbad Technology, Inc. 401(k) Profit Sharing Plan edged up modestly - up 3.3% during 2023, from $4M to $4M. Reported net income was $139K.
How have Carlsbad Technology, Inc plan assets changed over time?
Across 2 plan years on file (2022-2023), Carlsbad Technology, Inc's sponsor-wide assets grew 3.3%, from $4M to $4M.
Which 401(k) plans are similar in size to Carlsbad Technology, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Franklin Pharmacy 401(k) Profit Sharing Plan in GA ($4M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Carlsbad Technology, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants, $9M in assets).