401(k) · DOL Form 5500 · 2024

Carlson Testing, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
103
Participants Small participant base
49th
Percentile by assets National rank
$71,584
Avg per participant Below avg balance/head
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Official DOL plan name: Carlson Testing, Inc. Employees Savings Trust · Sponsored by Carlson Testing, Inc. · Oregon · Professional & Technical Services

$7M in assets, 103 participants

Carlson Testing, Inc.'s Carlson Testing, Inc. Employees Savings Trust reported $7M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,574 in Professional & Technical Services (20,173 peers)

Coverage in Oregon

Carlson Testing, Inc. Employees Savings Trust covers 103 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $7M.

#9,574
in Professional & Technical Services (20,173 peers)
+23.8%
assets growth YoY

Carlson Testing, Inc. Employees Savings Trust's mid-pack asset rank among Professional & Technical Services and all filers

Carlson Testing, Inc. Employees Savings Trust vs every filed plan by assets

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

$7,373,104 49th percentile higher than 49% 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 Testing, Inc. Employees Savings Trust 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. Carlson Testing, Inc. Employees Savings Trust sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlson Testing, Inc. Employees Savings Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Carlson Testing, Inc. Employees Savings Trust reported participants rose from 100 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930658577 · Carlson Testing, Inc. PY 2024 · 401(k)

Carlson Testing, Inc. Employees Savings Trust · $7M · 103 · 49th

  • PHOTO $7M
  • PHOTO 103
  • PHOTO 49th
  • PHOTO 401(k)
  • PHOTO near 401(k) Profit Sharing Plan for Employees of Interfaith Community Services, Inc.
  • PHOTO ind #9574

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 Oregon →

Carlson Testing, Inc. Employees Savings Trust in the asset neighbourhood

Carlson Testing, Inc. Employees Savings TrustCarlson Testing, Inc. Employ…$7M401(k) Profit Sharing Plan for Employees of Interfaith Community Services, Inc.401(k) Profit Sharing Plan f…$7MSpiezle Group, Inc. Retirement PlanSpiezle Group, Inc. Retireme…$7MFresca Foods 401(k) Plan$7MOnx 401(k) Plan$7M
End-of-year total assets ($M) among Carlson Testing, Inc. Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN930658577
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson Testing, Inc.)

Sponsor-wide plan assets over time

All Carlson Testing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 63.683254171666306% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.5M $7.37M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 103 $5M
2023 1 100 $6M
2024 1 103 $7M

Nearby 401(k) Plans in Oregon

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

Carlson Testing, Inc. Employees Savings Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Carlson Testing, Inc. Employees Savings Trust, Total assets ($B): 0.007373104 · Participants: 103Carlson Testing, Inc. Employees Savings Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Carlson Testing, Inc. Employees Savings Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Carlson Testing, Inc. Employees Savings Trust side-by-side with 3 peers →

Carlson Testing, Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Interfaith Community Services, Inc. in CA ($7M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Testing, Inc. Employees Savings Trust assets move in 2024? ▼
Carlson Testing, Inc. Employees Savings Trust grew sharply - up 23.8% during 2024, from $6M to $7M. Reported net income was $1M.
How have Carlson Testing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson Testing, Inc.'s sponsor-wide assets grew 63.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Carlson Testing, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Interfaith Community Services, Inc. in CA ($7M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Carlson Testing, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 930658577.

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.