Money Purchase · DOL Form 5500 · 2024
A.W. Carlson Co. Inc. Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 4
- Participants
- 29th
- Percentile by assets
- $470,019
- Avg per participant
Official DOL plan name: A.W. Carlson Inc Money Purchase Plan · Sponsored by A.W. Carlson Co. Inc. · Connecticut · Other Services
$2M in assets, 4 participants
A.W. Carlson Co. Inc.'s A.W. Carlson Inc Money Purchase Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- 29th percentile by assets (of 123,622 plans)
- #4,109 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, A.W. Carlson Inc Money Purchase Plan ranks #4,109 of 7,719 2024 filers by assets (1068% of the sector average)-$2M for 4 participants.
- $2M
- total plan assets (2024 EOY)
- 4
- covered participants
- 29th
- percentile by assets (of 123,622 plans)
- $470,019
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A.W. Carlson Inc Money Purchase Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- A.W. Carlson Inc Money Purchase Plan reported net income rose from $226K in the plan year 2023 filing to $247K in the plan year 2024 filing.
Rank #4,109 in Other Services
Among 7,719 Other Services plans that filed a Form 5500 for plan year 2024, A.W. Carlson Inc Money Purchase Plan ranks #4,109 by end-of-year assets - about 1068% of the sector average of $20M. Nationally it sits in the 29th percentile, a stronger position within its industry than across all filers.
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $247K |
| Employer EIN | 060757390 |
| Plan Effective Date | 1974-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A.W. Carlson Co. Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $2M |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
A.W. Carlson Inc Money Purchase Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
- New England Electrical Workers Money Purchase Plan and Trust $870M · 9,637
- Equinor US Holdings Inc. Money Purchase Pension Plan $200M · 683
- Southern Ct IBEW Annuity Plan $86M · 477
- Money Purchase Retirement Plan of U.a. Local 716 $37M · 340
- IBEW Local No. 223 Deferred Income Plan $30M · 631
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to A.W. Carlson Inc Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did A.W. Carlson Inc Money Purchase Plan assets move in 2024? ▼
How have A.W. Carlson Co. Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to A.W. Carlson Inc Money Purchase Plan? ▼
Next read for A.W. Carlson Inc Money Purchase Plan
Filing takeaways
Ways to act on A.W. Carlson Inc Money Purchase Plan's numbers.
- By total assets, A.W. Carlson Inc Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Connecticut. Compare plans
- A.W. Carlson Co. Inc.'s sponsor-wide assets have grown 33.6% since 2022 across 3 plan years on file. More Other Services plans