401(k) · DOL Form 5500 · 2024
Carlson Distributing Company LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 261
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $37,426
- Avg per participant Low balance/head
Official DOL plan name: Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Carlson Distributing Company LLC · Utah · Transportation & Warehousing
$10M in assets, 261 participants
Carlson Distributing Company LLC's Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 261 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #1,862 in Transportation & Warehousing (3,299 peers)
Coverage in Utah
Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust covers 261 participants in Utah, about 44% of the average Utah filer (state average ~592 per filing). Assets: $10M.
- #1,862
- in Transportation & Warehousing (3,299 peers)
- +14.5%
- assets growth YoY
Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Transportation & Warehousing and all filers
Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,768,128 Top 45% higher than 55% 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
Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust 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 Distributing Company LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (261 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 196 in the plan year 2023 filing to 261 in the plan year 2024 filing.
- Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 870304450 · Carlson Distributing Company LLC PY 2024 · 401(k)
Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust · $10M · 261 · 55th
- NET $10M
- BOOK 261
- VS-ST 55th
- BOY 401(k)
- SCH near Preferred Home Care 401(k) Plan
- EBSA ind #1862
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 Transportation & Warehousing retirement plans → · Plans in Utah →
Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 870304450 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlson Distributing Company LLC)
Sponsor-wide plan assets over time
All Carlson Distributing Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 43.31995864199369% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $7M |
| 2023 | 1 | 196 | $9M |
| 2024 | 1 | 261 | $10M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Carlson Distributing Company LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Preferred Home Care 401(k) Plan in NJ ($10M); by covered participants it is Spencer Savings Bank Sla Savings Retirement Plan in NJ (261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Preferred Home Care 401(k) Plan (NJ) $10M · 1,331
- 403(b) Thrift Plan of Waypoint (NH) $10M · 313
- North Shore Animal League America 401(k) Plan (NY) $10M · 172
- Barre Belt 401(k) Retirement Plan & Trust (VT) $10M · 128
Similar participant headcount
Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.
- Spencer Savings Bank Sla Savings Retirement Plan (NJ) 261 · 0 off
- Oddball 401(k) Plan (VA) 261 · 0 off
- Rolling Dough 401(k) Plan (TX) 261 · 0 off
- Clearcompany 401(k) Plan (ME) 261 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.