Money Purchase · DOL Form 5500 · 2024
A.W. Carlson Co. Inc. Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $470,019
- Avg per participant High balance/head
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.
- #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.
- #4,109
- in Other Services (7,719 peers)
- +15.1%
- assets growth YoY
A.W. Carlson Inc Money Purchase Plan among the smaller filed plans by assets
A.W. Carlson Inc Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,880,074 29th percentile higher than 29% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
A.W. Carlson Inc Money Purchase Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.W. Carlson Inc Money Purchase Plan is a micro filing (4 participants), the leftmost band.
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.
Plan-year Form 5500 strip
Filing strip 060757390 · A.W. Carlson Co. Inc. PY 2024 · Money Purchase
A.W. Carlson Inc Money Purchase Plan · $2M · 4 · 29th
- PHOTO $2M
- PHOTO 4
- PHOTO 29th
- PHOTO Money Purchase
- PHOTO near Gregory J. Dalton Dmd LLP Money Purchase Plan
- PHOTO ind #4109
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 Other Services retirement plans → · Plans in Connecticut →
A.W. Carlson Inc Money Purchase Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All A.W. Carlson Co. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 33.60417908793154% vs 2022
- 2024 filing year
| 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.
- 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
A.W. Carlson Inc Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Connecticut, the nearest Money Purchase by assets is Gregory J. Dalton Dmd LLP Money Purchase Plan in IL ($2M); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.