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
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
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.
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $3M |
| Employer EIN | 383541716 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING 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
| 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.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
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).
- U.S. Battery Manufacturing 401(k) Savings Plan (CA) $33M · 374
- Tebra 401(k) Plan (CA) $33M · 560
- Genesis Ob/Gyn 401(k) Profit Sharing Plan & Trust (AZ) $33M · 174
- Faire 401(k) Plan (CA) $33M · 572
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan (WI) 39 · 0 off
- Kwiat, Inc. Retirement Plan (NY) 39 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.