401(k) · DOL Form 5500 · 2024

Cjg Carlson Corp. 401(k) Plan

Data updated 2026-08-25

$826K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$826,296
Avg per participant High balance/head
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Official DOL plan name: Cjg Carlson Corp. 401(k) Plan · Sponsored by Cjg Carlson Corp. · California · Manufacturing

$826K in assets, 1 participants

Cjg Carlson Corp.'s Cjg Carlson Corp. 401(k) Plan reported $826K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,554 in Manufacturing (17,777 peers)

Cjg Carlson Corp. multi-year trail

Cjg Carlson Corp.'s plans moved +25.9% in assets from 2022 to 2024; this filing shows Cjg Carlson Corp. 401(k) Plan at $826K / 1 participant.

#1,554
in Manufacturing (17,777 peers)
+1.1%
assets growth YoY

Cjg Carlson Corp. 401(k) Plan among the smaller filed plans by assets

Cjg Carlson Corp. 401(k) Plan vs every filed plan by assets

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

$826,296 22nd percentile higher than 22% 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

Cjg Carlson Corp. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cjg Carlson Corp. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cjg Carlson Corp. 401(k) Plan reported net income fell from $161K in the plan year 2023 filing to $9K in the plan year 2024 filing.
  • Cjg Carlson Corp. 401(k) Plan reported participants fell from 3 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Cjg Carlson Corp. 401(k) Plan end-of-year assets rose from $818K in the plan year 2023 filing to $826K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 471835872 · Cjg Carlson Corp. PY 2024 · 401(k)

Cjg Carlson Corp. 401(k) Plan · $826K · 1 · 22nd

  • TYPE $826K
  • NET 1
  • BOOK 22nd
  • VS-ST 401(k)
  • BOY near R & T Repairs, Inc. 401(k) Profit Sharing Plan
  • SCH ind #1554

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 Manufacturing retirement plans → · Plans in California →

Cjg Carlson Corp. 401(k) Plan in the asset neighbourhood

Cjg Carlson Corp. 401(k) Plan$826KR & T Repairs, Inc. 401(k) Profit Sharing PlanR & T Repairs, Inc. 401(k) P…$826KSozo Capital, Inc. 401(k) Profit Sharing PlanSozo Capital, Inc. 401(k) Pr…$826KShull & Associates Agency Retirement PlanShull & Associates Agency Re…$827KSchwartz Law PLLC 401(k) Profit Sharing Plan & TrustSchwartz Law PLLC 401(k) Pro…$826K
End-of-year total assets ($M) among Cjg Carlson Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cjg Carlson Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Cjg Carlson Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$826K 25.92194112438795% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.66M $0.83M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 13 $656K
2023 1 3 $818K
2024 1 1 $826K

Cjg Carlson Corp. filing trail (2024)

Total Assets (Beginning of Year)$818K
Net Assets (End of Year)$826K
Net Income$9K
Employer EIN471835872
Plan Effective Date2014-09-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Cjg Carlson Corp. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cjg Carlson Corp. 401(k) Plan, Total assets ($B): 0.000826296 · Participants: 1Cjg Carlson Corp. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Cjg Carlson Corp. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cjg Carlson Corp. 401(k) Plan side-by-side with 3 peers →

Cjg Carlson Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is R & T Repairs, Inc. 401(k) Profit Sharing Plan in OH ($826K); 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.

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.

Frequently Asked Questions

How did Cjg Carlson Corp. 401(k) Plan assets move in 2024? ▼
Cjg Carlson Corp. 401(k) Plan edged up modestly - up 1.1% during 2024, from $818K to $826K. Reported net income was $9K.
How have Cjg Carlson Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cjg Carlson Corp.'s sponsor-wide assets grew 25.9%, from $656K to $826K.
Where does Cjg Carlson Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cjg Carlson Corp. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cjg Carlson Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R & T Repairs, Inc. 401(k) Profit Sharing Plan in OH ($826K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Cjg Carlson Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 471835872.

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.