401(k) · DOL Form 5500 · 2024

Carlson, Brigance & Doering, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
120
Participants Small participant base
58th
Percentile by assets National rank
$92,750
Avg per participant Below avg balance/head
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Official DOL plan name: Carlson, Brigance & Doering, Inc. Retirement Plan · Sponsored by Carlson, Brigance & Doering, Inc. · Texas · Professional & Technical Services

$11M in assets, 120 participants

Carlson, Brigance & Doering, Inc.'s Carlson, Brigance & Doering, Inc. Retirement Plan reported $11M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,379 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Carlson, Brigance & Doering, Inc. Retirement Plan covers 120 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#11,379
in Professional & Technical Services (20,173 peers)
+16.6%
assets growth YoY

Carlson, Brigance & Doering, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carlson, Brigance & Doering, Inc. Retirement Plan vs every filed plan by assets

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

$11,130,006 Top 42% higher than 58% 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, Brigance & Doering, Inc. Retirement 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, Brigance & Doering, Inc. Retirement Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlson, Brigance & Doering, Inc. Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Carlson, Brigance & Doering, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Carlson, Brigance & Doering, Inc. Retirement Plan reported participants rose from 118 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 742434469 · Carlson, Brigance & Doering, Inc. PY 2024 · 401(k)

Carlson, Brigance & Doering, Inc. Retirement Plan · $11M · 120 · 58th

  • RANK $11M
  • PHOTO 120
  • IND 58th
  • EOY 401(k)
  • 5500 near The Rehabilitation Center Retirement Plan
  • ASSETS ind #11379

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 Texas →

Carlson, Brigance & Doering, Inc. Retirement Plan in the asset neighbourhood

Carlson, Brigance & Doering, Inc. Retirement PlanCarlson, Brigance & Doering,…$11MThe Rehabilitation Center Retirement PlanThe Rehabilitation Center Re…$11MGeneral Stamping & Metalworks 401(k) Profit Sharing PlanGeneral Stamping & Metalwork…$11MCdo Technologies 401(k) Retirement PlanCdo Technologies 401(k) Reti…$11MBurger Physical Therapy Profit Sharing & 401(k) PlanBurger Physical Therapy Prof…$11M
End-of-year total assets ($M) among Carlson, Brigance & Doering, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN742434469
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson, Brigance & Doering, Inc.)

Sponsor-wide plan assets over time

All Carlson, Brigance & Doering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 20.612769267071705% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.5M $30.7M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 184 $25M
2023 2 208 $27M
2024 2 221 $31M

Nearby 401(k) Plans in Texas

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

Carlson, Brigance & Doering, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carlson, Brigance & Doering, Inc. Retirement Plan, Total assets ($B): 0.011130006 · Participants: 120Carlson, Brigance & Doering, Inc. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Carlson, Brigance & Doering, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carlson, Brigance & Doering, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is The Rehabilitation Center Retirement Plan in NY ($11M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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, Brigance & Doering, Inc. Retirement Plan assets move in 2024? ▼
Carlson, Brigance & Doering, Inc. Retirement Plan grew sharply - up 16.6% during 2024, from $10M to $11M. Reported net income was $2M.
How have Carlson, Brigance & Doering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson, Brigance & Doering, Inc.'s sponsor-wide assets grew 20.6%, from $25M to $31M.
Which 401(k) plans are similar in size to Carlson, Brigance & Doering, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Rehabilitation Center Retirement Plan in NY ($11M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Carlson, Brigance & Doering, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 742434469.

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.