401(k) · DOL Form 5500 · 2024
Carson Group Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 395
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $101,661
- Avg per participant Below avg balance/head
Official DOL plan name: Carson Wealth Management Group 401(k) Profit Sharing Plan · Sponsored by Carson Group Holdings, LLC · Illinois · Finance & Insurance
$40M in assets, 395 participants
Carson Group Holdings, LLC's Carson Wealth Management Group 401(k) Profit Sharing Plan reported $40M in total assets and 395 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #6,099 in Finance & Insurance (8,549 peers)
Where Carson Wealth Management Group 401(k) Profit Sharing Plan sits by assets
Carson Wealth Management Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 395 participants (~$101,661/participant), up 38.2% in 2024.
- #6,099
- in Finance & Insurance (8,549 peers)
- +38.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Carson Wealth Management Group 401(k) Profit Sharing Plan's outsized position by total assets
Carson Wealth Management Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,156,287 Top 19% higher than 81% 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
Carson Wealth Management Group 401(k) Profit Sharing 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. Carson Wealth Management Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carson Wealth Management Group 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Carson Wealth Management Group 401(k) Profit Sharing Plan reported participants rose from 345 in the plan year 2023 filing to 395 in the plan year 2024 filing.
- Carson Wealth Management Group 401(k) Profit Sharing Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 371808406 · Carson Group Holdings, LLC PY 2024 · 401(k)
Carson Wealth Management Group 401(k) Profit Sharing Plan · $40M · 395 · 81st
- SCH $40M
- SCH 395
- SCH 81st
- SCH 401(k)
- SCH near Weis Builders, Inc. Profit Sharing Plan and Trust
- SCH ind #6099
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 Finance & Insurance retirement plans → · Plans in Illinois →
Carson Wealth Management Group 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $10M |
| Employer EIN | 371808406 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carson Group Holdings, LLC)
Sponsor-wide plan assets over time
All Carson Group Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 115.5503292411664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 277 | $19M |
| 2023 | 1 | 345 | $29M |
| 2024 | 1 | 395 | $40M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Carson Wealth Management Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Weis Builders, Inc. Profit Sharing Plan and Trust in MN ($40M); by covered participants it is James a. Scott & Son, Inc. Retirement Savings Plan in VA (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- James a. Scott & Son, Inc. Retirement Savings Plan (VA) 395 · 0 off
- Degreed, Inc. 401(k) Plan (CA) 395 · 0 off
- Star of the West Savings and Protection Plan (MI) 395 · 0 off
- Bluebird Bio, Inc. 401(k) Plan (MA) 395 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.