401(k) · DOL Form 5500 · 2023
Carlson Tool & Manufacturing Corp. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 117
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $220,125
- Avg per participant Above avg balance/head
Official DOL plan name: Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan · Sponsored by Carlson Tool & Manufacturing Corp. · Wisconsin · Manufacturing
$26M in assets, 117 participants
Carlson Tool & Manufacturing Corp.'s Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan reported $26M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #12,745 in Manufacturing (18,722 peers)
Coverage in Wisconsin
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan covers 117 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $26M.
- #12,745
- in Manufacturing (18,722 peers)
- +11.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan's outsized position by total assets
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,754,645 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 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 Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan reported net income fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan reported participants fell from 122 in the plan year 2022 filing to 117 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 390973406 · Carlson Tool & Manufacturing Corp. PY 2023 · 401(k)
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan · $26M · 117 · 77th
- 5500 $26M
- ASSETS 117
- PCT 77th
- EIN 401(k)
- RANK near Cpacom Inc 401(k) Profit Sharing Plan & Trust
- PHOTO ind #12745
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 Wisconsin →
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 390973406 |
| Plan Effective Date | 1963-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlson Tool & Manufacturing Corp.)
Sponsor-wide plan assets over time
All Carlson Tool & Manufacturing Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 22.766183656107568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $23M |
| 2023 | 1 | 117 | $26M |
| 2024 | 1 | 122 | $28M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Cpacom Inc 401(k) Profit Sharing Plan & Trust in NY ($26M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Cpacom Inc 401(k) Profit Sharing Plan & Trust (NY) $26M · 82
- Rhinebeck Bank 401(k) Plan (NY) $26M · 191
- Sigma Design Inc. 401(k) Plan (WA) $26M · 359
- Morrison Mahoney LLP Associate 401(k) Plan (MA) $26M · 111
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Carteret Management Corporation 401(k) Plan (FL) 117 · 0 off
- Mid America Pipe 401(k) Plan (KS) 117 · 0 off
- Cronin Auto, Inc. 401(k) Plan (OH) 117 · 0 off
- The Chilcote Company 401(k) Profit Sharing Plan (OH) 117 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.