401(k) · DOL Form 5500 · 2024

G. O. Carlson, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
271
Participants Below avg headcount
71st
Percentile by assets National rank
$77,004
Avg per participant Below avg balance/head
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Official DOL plan name: G. O. Carlson, Inc. Employees 401(k) Plan · Sponsored by G. O. Carlson, Inc. · Pennsylvania · Manufacturing

$21M in assets, 271 participants

G. O. Carlson, Inc.'s G. O. Carlson, Inc. Employees 401(k) Plan reported $21M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #10,805 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

G. O. Carlson, Inc. Employees 401(k) Plan covers 271 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.

#10,805
in Manufacturing (17,777 peers)
+2.1%
assets growth YoY

G. O. Carlson, Inc. Employees 401(k) Plan's outsized position by total assets

G. O. Carlson, Inc. Employees 401(k) Plan vs every filed plan by assets

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

$20,868,176 Top 29% higher than 71% 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. Employees 401(k) 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. Employees 401(k) Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G. O. Carlson, Inc. Employees 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $411K in the plan year 2024 filing.
  • G. O. Carlson, Inc. Employees 401(k) Plan reported participants rose from 259 in the plan year 2023 filing to 271 in the plan year 2024 filing.
  • G. O. Carlson, Inc. Employees 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 230457636 · G. O. Carlson, Inc. PY 2024 · 401(k)

G. O. Carlson, Inc. Employees 401(k) Plan · $21M · 271 · 71st

  • IND $21M
  • IND 271
  • IND 71st
  • IND 401(k)
  • IND near Herrero Builders, Inc. Profit Sharing Retirement Plan
  • IND ind #10805

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. Employees 401(k) Plan in the asset neighbourhood

G. O. Carlson, Inc. Employees 401(k) PlanG. O. Carlson, Inc. Employee…$21MHerrero Builders, Inc. Profit Sharing Retirement PlanHerrero Builders, Inc. Profi…$21MGreenwood, Inc. 401(k) Retirement Savings PlanGreenwood, Inc. 401(k) Retir…$21MBerg Capital Corporation Profit Sharing PlanBerg Capital Corporation Pro…$21MExcelerate Energy Retirement Income PlanExcelerate Energy Retirement…$21M
End-of-year total assets ($M) among G. O. Carlson, Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$411K
Employer EIN230457636
Plan Effective Date1992-05-01
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 401(k) Plans in Pennsylvania

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

G. O. Carlson, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants G. O. Carlson, Inc. Employees 401(k) Plan, Total assets ($B): 0.020868176 · Participants: 271G. O. Carlson, Inc. Employees 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
G. O. Carlson, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare G. O. Carlson, Inc. Employees 401(k) Plan side-by-side with 3 peers →

G. O. Carlson, Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Herrero Builders, Inc. Profit Sharing Retirement Plan in CA ($21M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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. Employees 401(k) Plan assets move in 2024? ▼
G. O. Carlson, Inc. Employees 401(k) Plan edged up modestly - up 2.1% during 2024, from $20M to $21M. Reported net income was $411K.
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.
Which 401(k) plans are similar in size to G. O. Carlson, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herrero Builders, Inc. Profit Sharing Retirement Plan in CA ($21M, 89 participants).
Which 401(k) plans cover a similar participant headcount to G. O. Carlson, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Action Rentals Holdings, LLC in FL (271 participants, $509K 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.