401(k) · DOL Form 5500 · 2023

Jon Carswell Cpa, Inc. 401(k) Plan

Data updated 2026-08-25

$214K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$213,908
Avg per participant Above avg balance/head
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Official DOL plan name: Jon Carswell Cpa, Inc. 401(k) Plan · Sponsored by Jon Carswell Cpa, Inc. · Texas · Professional & Technical Services

$214K in assets, 1 participants

Jon Carswell Cpa, Inc.'s Jon Carswell Cpa, Inc. 401(k) Plan reported $214K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,771 in Professional & Technical Services (20,321 peers)

Jon Carswell Cpa, Inc. multi-year trail

Jon Carswell Cpa, Inc.'s plans moved +50.7% in assets from 2022 to 2024; this filing shows Jon Carswell Cpa, Inc. 401(k) Plan at $214K / 1 participant.

#1,771
in Professional & Technical Services (20,321 peers)
-2.1%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jon Carswell Cpa, Inc. 401(k) Plan among the smaller filed plans by assets

Jon Carswell Cpa, Inc. 401(k) Plan vs every filed plan by assets

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

$213,908 11th percentile higher than 11% 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

Jon Carswell Cpa, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jon Carswell Cpa, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jon Carswell Cpa, Inc. 401(k) Plan reported net income fell from $8K in the plan year 2022 filing to -$5K in the plan year 2023 filing.
  • Jon Carswell Cpa, Inc. 401(k) Plan end-of-year assets fell from $219K in the plan year 2022 filing to $214K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 842353863 · Jon Carswell Cpa, Inc. PY 2023 · 401(k)

Jon Carswell Cpa, Inc. 401(k) Plan · $214K · 1 · 11th

  • BOOK $214K
  • BOOK 1
  • BOOK 11th
  • BOOK 401(k)
  • BOOK near Northwest Drilling and Boring, Inc. Retirement Plan
  • BOOK ind #1771

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 Texas →

Jon Carswell Cpa, Inc. 401(k) Plan in the asset neighbourhood

Jon Carswell Cpa, Inc. 401(k) PlanJon Carswell Cpa, Inc. 401(k…$214KNorthwest Drilling and Boring, Inc. Retirement PlanNorthwest Drilling and Borin…$214KGaddie Electric, Inc. 401(k) PlanGaddie Electric, Inc. 401(k)…$214KFogarty 401(k) Trust$214KKesa Inc 401(k) Plan$214K
End-of-year total assets ($M) among Jon Carswell Cpa, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jon Carswell Cpa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jon Carswell Cpa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$329K 50.66719138966174% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.22M $0.33M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 1 $219K
2023 1 1 $214K
2024 1 1 $329K

Jon Carswell Cpa, Inc. filing trail (2023)

Total Assets (Beginning of Year)$219K
Net Assets (End of Year)$214K
Net Income-$5K
Employer EIN842353863
Plan Effective Date2019-07-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Jon Carswell Cpa, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jon Carswell Cpa, Inc. 401(k) Plan, Total assets ($B): 0.000213908 · Participants: 1Jon Carswell Cpa, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jon Carswell Cpa, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jon Carswell Cpa, Inc. 401(k) Plan side-by-side with 3 peers →

Jon Carswell Cpa, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Northwest Drilling and Boring, Inc. Retirement Plan in OR ($214K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($214K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jon Carswell Cpa, Inc. 401(k) Plan assets move in 2023? ▼
Jon Carswell Cpa, Inc. 401(k) Plan edged down modestly - down 2.1% during 2023, from $219K to $214K. Reported net income was -$5K.
How have Jon Carswell Cpa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jon Carswell Cpa, Inc.'s sponsor-wide assets grew 50.7%, from $219K to $329K.
Where does Jon Carswell Cpa, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jon Carswell Cpa, Inc. 401(k) Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jon Carswell Cpa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Drilling and Boring, Inc. Retirement Plan in OR ($214K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Jon Carswell Cpa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 842353863.

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.