401(k) · DOL Form 5500 · 2024

Carlson, Gaskey and Olds, P.C. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
39
Participants Small participant base
79th
Percentile by assets National rank
$839,604
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carlson, Gaskey and Olds, P.C. 401(k) Plan · Sponsored by Carlson, Gaskey and Olds, P.C. · Michigan · Professional & Technical Services

$33M in assets, 39 participants

Carlson, Gaskey and Olds, P.C.'s Carlson, Gaskey and Olds, P.C. 401(k) Plan reported $33M in total assets and 39 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.

  • #15,910 in Professional & Technical Services (20,173 peers)

Where Carlson, Gaskey and Olds, P.C. 401(k) Plan sits by assets

Carlson, Gaskey and Olds, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 39 participants (~$839,604/participant), up 11.2% in 2024.

#15,910
in Professional & Technical Services (20,173 peers)
+11.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carlson, Gaskey and Olds, P.C. 401(k) Plan's outsized position by total assets

Carlson, Gaskey and Olds, P.C. 401(k) Plan vs every filed plan by assets

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

$32,744,573 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, Gaskey and Olds, P.C. 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, Gaskey and Olds, P.C. 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlson, Gaskey and Olds, P.C. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Carlson, Gaskey and Olds, P.C. 401(k) Plan reported participants fell from 45 in the plan year 2023 filing to 39 in the plan year 2024 filing.
  • Carlson, Gaskey and Olds, P.C. 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 383541716 · Carlson, Gaskey and Olds, P.C. PY 2024 · 401(k)

Carlson, Gaskey and Olds, P.C. 401(k) Plan · $33M · 39 · 79th

  • BOOK $33M
  • BOOK 39
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near U.S. Battery Manufacturing 401(k) Savings Plan
  • BOOK ind #15910

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 Michigan →

Carlson, Gaskey and Olds, P.C. 401(k) Plan in the asset neighbourhood

Carlson, Gaskey and Olds, P.C. 401(k) PlanCarlson, Gaskey and Olds, P.…$33MU.S. Battery Manufacturing 401(k) Savings PlanU.S. Battery Manufacturing 4…$33MTebra 401(k) Plan$33MGenesis Ob/Gyn 401(k) Profit Sharing Plan & TrustGenesis Ob/Gyn 401(k) Profit…$33MFaire 401(k) Plan$33M
End-of-year total assets ($M) among Carlson, Gaskey and Olds, P.C. 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)$29M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN383541716
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson, Gaskey and Olds, P.C.)

Sponsor-wide plan assets over time

All Carlson, Gaskey and Olds, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 34.91655480470919% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $32.7M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 47 $24M
2023 1 45 $29M
2024 1 39 $33M

Nearby 401(k) Plans in Michigan

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

Carlson, Gaskey and Olds, P.C. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Carlson, Gaskey and Olds, P.C. 401(k) Plan, Total assets ($B): 0.032744573 · Participants: 39Carlson, Gaskey and Olds, P.C. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Carlson, Gaskey and Olds, P.C. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest 401(k) by assets is U.S. Battery Manufacturing 401(k) Savings Plan in CA ($33M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 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 (39 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, Gaskey and Olds, P.C. 401(k) Plan assets move in 2024?
Carlson, Gaskey and Olds, P.C. 401(k) Plan grew at a solid clip - up 11.2% during 2024, from $29M to $33M. Reported net income was $3M.
How have Carlson, Gaskey and Olds, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Carlson, Gaskey and Olds, P.C.'s sponsor-wide assets grew 34.9%, from $24M to $33M.
Where does Carlson, Gaskey and Olds, P.C. 401(k) Plan rank by assets among Form 5500 filers?
Carlson, Gaskey and Olds, P.C. 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, Gaskey and Olds, P.C. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is U.S. Battery Manufacturing 401(k) Savings Plan in CA ($33M, 374 participants).
Which 401(k) plans cover a similar participant headcount to Carlson, Gaskey and Olds, P.C. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K in assets).