Defined Benefit (Pension) · DOL Form 5500 · 2024
G.O. Carlson, Inc. Pension Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $174,016
- Avg per participant Above avg balance/head
Official DOL plan name: G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees · Sponsored by G.O. Carlson, Inc. · Pennsylvania · Manufacturing
$24M in assets, 138 participants
G.O. Carlson, Inc.'s G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees reported $24M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #11,365 in Manufacturing (17,777 peers)
Coverage in Pennsylvania
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees covers 138 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.
- #11,365
- in Manufacturing (17,777 peers)
- +10.7%
- assets growth YoY
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees's outsized position by total assets
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,014,222 Top 26% higher than 74% 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
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees 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. Hourly Employees' Pension Plan for Represented Employees sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees reported participants rose from 108 in the plan year 2023 filing to 138 in the plan year 2024 filing.
- G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 230457636 · G.O. Carlson, Inc. PY 2024 · Defined Benefit (Pension)
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees · $24M · 138 · 74th
- VS-ST $24M
- VS-ST 138
- VS-ST 74th
- VS-ST Defined Benefit (Pension)
- VS-ST near Retirement Plan for Employees of Louisiana Machinery Company, L.L.C.
- VS-ST ind #11365
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. Hourly Employees' Pension Plan for Represented Employees in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 230457636 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING 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
| 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.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. in LA ($24M); by covered participants it is Moore & Van Allen Pension Plan in NC (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. (LA) $24M · 105
- Mettel Vip Plan (NY) $24M · 147
- Kennedy Valve Factory Employees Pension Plan (AL) $24M · 108
- Irving Tissue Pension Plan (NY) $24M · 81
Similar participant headcount
Nearest other-state filings by covered participants (138 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.