401(k) · DOL Form 5500 · 2024

Carlson Capital, L.P. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
48
Participants Small participant base
79th
Percentile by assets National rank
$689,007
Avg per participant High balance/head
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Official DOL plan name: Carlson Capital, L.P. 401(k) Plan · Sponsored by Carlson Capital, L.P. · Texas · Finance & Insurance

$33M in assets, 48 participants

Carlson Capital, L.P.'s Carlson Capital, L.P. 401(k) Plan reported $33M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,709 in Finance & Insurance (8,549 peers)

Where Carlson Capital, L.P. 401(k) Plan sits by assets

Carlson Capital, L.P. 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 48 participants (~$689,007/participant), up 5.1% in 2024.

#5,709
in Finance & Insurance (8,549 peers)
+5.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carlson Capital, L.P. 401(k) Plan's outsized position by total assets

Carlson Capital, L.P. 401(k) Plan vs every filed plan by assets

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

$33,072,329 Top 21% higher than 79% 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 Capital, L.P. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlson Capital, L.P. 401(k) Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlson Capital, L.P. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Carlson Capital, L.P. 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Carlson Capital, L.P. 401(k) Plan reported participants rose from 47 in the plan year 2023 filing to 48 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 272570573 · Carlson Capital, L.P. PY 2024 · 401(k)

Carlson Capital, L.P. 401(k) Plan · $33M · 48 · 79th

  • RANK $33M
  • PHOTO 48
  • IND 79th
  • EOY 401(k)
  • 5500 near A-P-T Research, Inc. 401(k) Plan
  • ASSETS ind #5709

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 Texas →

Carlson Capital, L.P. 401(k) Plan in the asset neighbourhood

A-P-T Research, Inc. 401(k) PlanA-P-T Research, Inc. 401(k) …$33MFerno-Washington, Inc. Savings and Retirement PlanFerno-Washington, Inc. Savin…$33MXtek Inc Employee Savings PlanXtek Inc Employee Savings Pl…$33MCarlson Capital, L.P. 401(k) PlanCarlson Capital, L.P. 401(k)…$33MKion North America Corporation 401(k) PlanKion North America Corporati…$33M
End-of-year total assets ($M) among Carlson Capital, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN272570573
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Capital, L.P.)

Sponsor-wide plan assets over time

All Carlson Capital, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 15.880762292455508% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $28.5M $33.1M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 61 $29M
2023 1 47 $31M
2024 1 48 $33M

Nearby 401(k) Plans in Texas

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

Carlson Capital, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carlson Capital, L.P. 401(k) Plan, Total assets ($B): 0.033072329 · Participants: 48Carlson Capital, L.P. 401(k) 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 Capital, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carlson Capital, L.P. 401(k) Plan side-by-side with 3 peers →

Carlson Capital, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is A-P-T Research, Inc. 401(k) Plan in AL ($33M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Capital, L.P. 401(k) Plan assets move in 2024? ▼
Carlson Capital, L.P. 401(k) Plan grew at a solid clip - up 5.1% during 2024, from $31M to $33M. Reported net income was $2M.
How have Carlson Capital, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Capital, L.P.'s sponsor-wide assets grew 15.9%, from $29M to $33M.
Where does Carlson Capital, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carlson Capital, L.P. 401(k) Plan ranks in the 79th 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 Capital, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A-P-T Research, Inc. 401(k) Plan in AL ($33M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Carlson Capital, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants, $7M 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 272570573.

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.