401(k) · DOL Form 5500 · 2023

Carlson Environmental Consultants, PC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
159
Participants Small participant base
48th
Percentile by assets National rank
$37,803
Avg per participant Low balance/head
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Official DOL plan name: Carlson Environmental Consultants, PC 401(k) Plan · Sponsored by Carlson Environmental Consultants, PC · North Carolina · Professional & Technical Services

$6M in assets, 159 participants

Carlson Environmental Consultants, PC's Carlson Environmental Consultants, PC 401(k) Plan reported $6M in total assets and 159 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.

  • #9,377 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Carlson Environmental Consultants, PC 401(k) Plan covers 159 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#9,377
in Professional & Technical Services (20,321 peers)
+41.7%
assets growth YoY

Carlson Environmental Consultants, PC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carlson Environmental Consultants, PC 401(k) Plan vs every filed plan by assets

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

$6,010,612 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 Environmental Consultants, PC 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. Carlson Environmental Consultants, PC 401(k) Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlson Environmental Consultants, PC 401(k) Plan reported net income rose from -$122K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carlson Environmental Consultants, PC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Carlson Environmental Consultants, PC 401(k) Plan reported participants fell from 167 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200471138 · Carlson Environmental Consultants, PC PY 2023 · 401(k)

Carlson Environmental Consultants, PC 401(k) Plan · $6M · 159 · 48th

  • PART $6M
  • PART 159
  • PART 48th
  • PART 401(k)
  • PART near Dowco, Inc. 401(k) Savings Plan
  • PART ind #9377

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 North Carolina →

Carlson Environmental Consultants, PC 401(k) Plan in the asset neighbourhood

Carlson Environmental Consultants, PC 401(k) PlanCarlson Environmental Consul…$6MDowco, Inc. 401(k) Savings PlanDowco, Inc. 401(k) Savings P…$6MHth Companies, Inc. Retirement PlanHth Companies, Inc. Retireme…$6MVan Overbeke Michaud & Timmony 401(k) Profit Sharing Plan & TrustVan Overbeke Michaud & Timmo…$6MAmerican One Source, Inc Mep 401(k) PlanAmerican One Source, Inc Mep…$6M
End-of-year total assets ($M) among Carlson Environmental Consultants, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN200471138
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Environmental Consultants, PC)

Sponsor-wide plan assets over time

All Carlson Environmental Consultants, PC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 74.36916128603264% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.24M $7.39M ▲ +74.3%
Year Plans Participants Total Assets
2022 1 167 $4M
2023 1 159 $6M
2024 1 195 $7M

Nearby 401(k) Plans in North Carolina

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

Carlson Environmental Consultants, PC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carlson Environmental Consultants, PC 401(k) Plan, Total assets ($B): 0.006010612 · Participants: 159Carlson Environmental Consultants, PC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Carlson Environmental Consultants, PC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carlson Environmental Consultants, PC 401(k) Plan side-by-side with 3 peers →

Carlson Environmental Consultants, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dowco, Inc. 401(k) Savings Plan in WI ($6M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Environmental Consultants, PC 401(k) Plan assets move in 2023? ▼
Carlson Environmental Consultants, PC 401(k) Plan surged - up 41.7% during 2023, from $4M to $6M. Reported net income was $2M.
How have Carlson Environmental Consultants, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Environmental Consultants, PC's sponsor-wide assets grew 74.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Carlson Environmental Consultants, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dowco, Inc. 401(k) Savings Plan in WI ($6M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Carlson Environmental Consultants, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 participants, N/A 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 200471138.

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.