401(k) · DOL Form 5500 · 2024

Carlson, Barbee & Gibson, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
106
Participants Small participant base
78th
Percentile by assets National rank
$295,360
Avg per participant High balance/head
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Official DOL plan name: Carlson, Barbee & Gibson, Inc. 401(k) Plan · Sponsored by Carlson, Barbee & Gibson, Inc. · California · Professional & Technical Services

$31M in assets, 106 participants

Carlson, Barbee & Gibson, Inc.'s Carlson, Barbee & Gibson, Inc. 401(k) Plan reported $31M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,751 in Professional & Technical Services (20,173 peers)

Coverage in California

Carlson, Barbee & Gibson, Inc. 401(k) Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $31M.

#15,751
in Professional & Technical Services (20,173 peers)
+11.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carlson, Barbee & Gibson, Inc. 401(k) Plan's outsized position by total assets

Carlson, Barbee & Gibson, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$31,308,143 Top 22% higher than 78% of 123,620 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 2024

Carlson, Barbee & Gibson, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlson, Barbee & Gibson, Inc. 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlson, Barbee & Gibson, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Carlson, Barbee & Gibson, Inc. 401(k) Plan reported participants fell from 120 in the plan year 2023 filing to 106 in the plan year 2024 filing.
  • Carlson, Barbee & Gibson, Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680174548 · Carlson, Barbee & Gibson, Inc. PY 2024 · 401(k)

Carlson, Barbee & Gibson, Inc. 401(k) Plan · $31M · 106 · 78th

  • IND $31M
  • EOY 106
  • 5500 78th
  • ASSETS 401(k)
  • PCT near F.G. Downing Development, Inc. 401(k) Plan
  • EIN ind #15751

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 California →

Carlson, Barbee & Gibson, Inc. 401(k) Plan in the asset neighbourhood

Carlson, Barbee & Gibson, Inc. 401(k) PlanCarlson, Barbee & Gibson, In…$31MF.G. Downing Development, Inc. 401(k) PlanF.G. Downing Development, In…$31MFranklin Mutual Profit Sharing PlanFranklin Mutual Profit Shari…$31MExiger, LLC 401(k) Plan$31MTriple B Corporation 401(k) Savings PlanTriple B Corporation 401(k) …$31M
End-of-year total assets ($M) among Carlson, Barbee & Gibson, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN680174548
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson, Barbee & Gibson, Inc.)

Sponsor-wide plan assets over time

All Carlson, Barbee & Gibson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 31.1835126525434% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.9M $31.3M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 113 $24M
2023 1 120 $28M
2024 1 106 $31M

Nearby 401(k) Plans in California

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

Carlson, Barbee & Gibson, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carlson, Barbee & Gibson, Inc. 401(k) Plan, Total assets ($B): 0.031308143 · Participants: 106Carlson, Barbee & Gibson, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Carlson, Barbee & Gibson, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carlson, Barbee & Gibson, Inc. 401(k) Plan side-by-side with 3 peers →

Carlson, Barbee & Gibson, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is F.G. Downing Development, Inc. 401(k) Plan in NY ($31M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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.

Frequently Asked Questions

How did Carlson, Barbee & Gibson, Inc. 401(k) Plan assets move in 2024? ▼
Carlson, Barbee & Gibson, Inc. 401(k) Plan grew at a solid clip - up 11.5% during 2024, from $28M to $31M. Reported net income was $3M.
How have Carlson, Barbee & Gibson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson, Barbee & Gibson, Inc.'s sponsor-wide assets grew 31.2%, from $24M to $31M.
Where does Carlson, Barbee & Gibson, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carlson, Barbee & Gibson, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carlson, Barbee & Gibson, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is F.G. Downing Development, Inc. 401(k) Plan in NY ($31M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Carlson, Barbee & Gibson, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680174548.

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.