Defined Benefit (Pension) · DOL Form 5500 · 2024

G.O. Carlson, Inc. Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
145
Participants Small participant base
79th
Percentile by assets National rank
$230,542
Avg per participant Above avg balance/head
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Official DOL plan name: G.O. Carlson, Inc. Salaried Employees Pension Plan · Sponsored by G.O. Carlson, Inc. · Pennsylvania · Manufacturing

$33M in assets, 145 participants

G.O. Carlson, Inc.'s G.O. Carlson, Inc. Salaried Employees Pension Plan reported $33M in total assets and 145 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.

  • #12,594 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

G.O. Carlson, Inc. Salaried Employees Pension Plan covers 145 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $33M.

#12,594
in Manufacturing (17,777 peers)
+10.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

G.O. Carlson, Inc. Salaried Employees Pension Plan's outsized position by total assets

G.O. Carlson, Inc. Salaried Employees Pension Plan vs every filed plan by assets

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

$33,428,562 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

G.O. Carlson, Inc. Salaried Employees Pension 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. G.O. Carlson, Inc. Salaried Employees Pension Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G.O. Carlson, Inc. Salaried Employees Pension Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • G.O. Carlson, Inc. Salaried Employees Pension Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • G.O. Carlson, Inc. Salaried Employees Pension Plan reported participants rose from 133 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 230457636 · G.O. Carlson, Inc. PY 2024 · Defined Benefit (Pension)

G.O. Carlson, Inc. Salaried Employees Pension Plan · $33M · 145 · 79th

  • IND $33M
  • EOY 145
  • 5500 79th
  • ASSETS Defined Benefit (Pension)
  • PCT near Carolina Turkeys Employees' Pension Plan
  • EIN ind #12594

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 Pennsylvania →

G.O. Carlson, Inc. Salaried Employees Pension Plan in the asset neighbourhood

Makena Capital Management LLC Retirement PlanMakena Capital Management LL…$34MG.O. Carlson, Inc. Salaried Employees Pension PlanG.O. Carlson, Inc. Salaried …$33MCarolina Turkeys Employees' Pension PlanCarolina Turkeys Employees' …$33MBowie-Cass Electric Cooperative, Inc. Retirement PlanBowie-Cass Electric Cooperat…$33MPark Community Credit Union Cash Balance Defined Benefit Plan and TrustPark Community Credit Union …$33M
End-of-year total assets ($M) among G.O. Carlson, Inc. Salaried Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN230457636
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G.O. Carlson, Inc.)

Sponsor-wide plan assets over time

All G.O. Carlson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 21.117943736695324% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.7M $78.3M ▲ +21.1%
Year Plans Participants Total Assets
2022 3 426 $65M
2023 3 500 $72M
2024 3 554 $78M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

G.O. Carlson, Inc. Salaried Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants G.O. Carlson, Inc. Salaried Employees Pension Plan, Total assets ($B): 0.033428562 · Participants: 145G.O. Carlson, Inc. Salaried Employees Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
G.O. Carlson, Inc. Salaried Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare G.O. Carlson, Inc. Salaried Employees Pension Plan side-by-side with 3 peers →

G.O. Carlson, Inc. Salaried Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Carolina Turkeys Employees' Pension Plan in NC ($33M); by covered participants it is International UAW Staff Cash Balance Plan in MI (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 G.O. Carlson, Inc. Salaried Employees Pension Plan assets move in 2024? ▼
G.O. Carlson, Inc. Salaried Employees Pension Plan grew at a solid clip - up 10.6% during 2024, from $30M to $33M. Reported net income was $3M.
How have G.O. Carlson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.O. Carlson, Inc.'s sponsor-wide assets grew 21.1%, from $65M to $78M.
Where does G.O. Carlson, Inc. Salaried Employees Pension Plan rank by assets among Form 5500 filers? ▼
G.O. Carlson, Inc. Salaried Employees Pension 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 Defined Benefit (Pension) plans are similar in size to G.O. Carlson, Inc. Salaried Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carolina Turkeys Employees' Pension Plan in NC ($33M, 292 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to G.O. Carlson, Inc. Salaried Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is International UAW Staff Cash Balance Plan in MI (145 participants, $17M 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 230457636.

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.