401(k) · DOL Form 5500 · 2024
Carleton Controls Corporation 401(k) Plan
Data updated 2026-08-25
- $947K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $946,878
- Avg per participant High balance/head
Official DOL plan name: Carleton Controls 401(k) · Sponsored by Carleton Controls Corporation · Michigan · Professional & Technical Services
$947K in assets, 1 participants
Carleton Controls Corporation's Carleton Controls 401(k) reported $947K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,569 in Professional & Technical Services (20,173 peers)
Carleton Controls Corporation multi-year trail
Carleton Controls Corporation's plans moved +10.4% in assets from 2022 to 2024; this filing shows Carleton Controls 401(k) at $947K / 1 participant.
- #3,569
- in Professional & Technical Services (20,173 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carleton Controls 401(k) among the smaller filed plans by assets
Carleton Controls 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$946,878 23rd percentile higher than 23% 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
Carleton Controls 401(k) among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carleton Controls 401(k) is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carleton Controls 401(k) reported net income fell from $101K in the plan year 2023 filing to -$12K in the plan year 2024 filing.
- Carleton Controls 401(k) end-of-year assets fell from $959K in the plan year 2023 filing to $947K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 812531522 · Carleton Controls Corporation PY 2024 · 401(k)
Carleton Controls 401(k) · $947K · 1 · 23rd
- RANK $947K
- RANK 1
- RANK 23rd
- RANK 401(k)
- RANK near Choice Machine, Inc. 401(k) Plan
- RANK ind #3569
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 Michigan →
Carleton Controls 401(k) in the asset neighbourhood
Carleton Controls Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Carleton Controls Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $947K 10.370318564884428% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $858K |
| 2023 | 1 | 1 | $959K |
| 2024 | 1 | 1 | $947K |
Carleton Controls Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $959K |
|---|---|
| Net Assets (End of Year) | $947K |
| Net Income | -$12K |
| Employer EIN | 812531522 |
| Plan Effective Date | 2018-05-09 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Carleton Controls 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Choice Machine, Inc. 401(k) Plan in WI ($947K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($947K here).
- Choice Machine, Inc. 401(k) Plan (WI) $947K · 5
- Transpremier LLC 401(k) Plan (FL) $947K · 114
- Aaa Exterminating Co 401(k) Profit Sharing Plan & Trust (MA) $947K · 4
- Ronomoza Inc. 401(k) Plan (NY) $947K · 23
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.