401(k) · DOL Form 5500 · 2024

The Carswell Group, Inc. Dba Independent Management Service 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
297
Participants Below avg headcount
50th
Percentile by assets National rank
$26,271
Avg per participant Low balance/head
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Official DOL plan name: Carswell Group 401(k) Profit Sharing Plan · Sponsored by The Carswell Group, Inc. Dba Independent Management Service · Michigan · Real Estate

$8M in assets, 297 participants

The Carswell Group, Inc. Dba Independent Management Service's Carswell Group 401(k) Profit Sharing Plan reported $8M in total assets and 297 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,191 in Real Estate (4,605 peers)

Coverage in Michigan

Carswell Group 401(k) Profit Sharing Plan covers 297 participants in Michigan, about 47% of the average Michigan filer (state average ~638 per filing). Assets: $8M.

#3,191
in Real Estate (4,605 peers)
+5.2%
assets growth YoY

Carswell Group 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Carswell Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,802,595 Top 50% higher than 50% 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

Carswell Group 401(k) Profit Sharing 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. Carswell Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carswell Group 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $382K in the plan year 2024 filing.
  • Carswell Group 401(k) Profit Sharing Plan reported participants rose from 274 in the plan year 2023 filing to 297 in the plan year 2024 filing.
  • Carswell Group 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 382888423 · The Carswell Group, Inc. Dba Independent Management Service PY 2024 · 401(k)

Carswell Group 401(k) Profit Sharing Plan · $8M · 297 · 50th

  • IND $8M
  • IND 297
  • IND 50th
  • IND 401(k)
  • IND near Paramount Die Company, Inc. Retirement Savings Plan
  • IND ind #3191

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 Real Estate retirement plans → · Plans in Michigan →

Carswell Group 401(k) Profit Sharing Plan in the asset neighbourhood

Carswell Group 401(k) Profit Sharing PlanCarswell Group 401(k) Profit…$8MParamount Die Company, Inc. Retirement Savings PlanParamount Die Company, Inc. …$8MJ.T.S. Engineering Consultants, Inc. Profit Sharing PlanJ.T.S. Engineering Consultan…$8MHui Huliau 401(k) Profit Sharing Plan & TrustHui Huliau 401(k) Profit Sha…$8MElectronic Payments Inc. 401(k) PlanElectronic Payments Inc. 401…$8M
End-of-year total assets ($M) among Carswell Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$382K
Employer EIN382888423
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Carswell Group, Inc. Dba Independent Management Service)

Sponsor-wide plan assets over time

All The Carswell Group, Inc. Dba Independent Management Service plans reported in each filing year

Latest sponsor-wide plan assets
$8M 25.769355752808075% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.2M $7.8M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 275 $6M
2023 1 274 $7M
2024 1 297 $8M

Nearby 401(k) Plans in Michigan

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

Carswell Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Carswell Group 401(k) Profit Sharing Plan, Total assets ($B): 0.007802595 · Participants: 297Carswell Group 401(k) Profit Sharing 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
Carswell Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Carswell Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carswell Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Paramount Die Company, Inc. Retirement Savings Plan in MD ($8M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Carswell Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Carswell Group 401(k) Profit Sharing Plan grew at a solid clip - up 5.2% during 2024, from $7M to $8M. Reported net income was $382K.
How have The Carswell Group, Inc. Dba Independent Management Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Carswell Group, Inc. Dba Independent Management Service's sponsor-wide assets grew 25.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Carswell Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paramount Die Company, Inc. Retirement Savings Plan in MD ($8M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Carswell Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants, $35M 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 382888423.

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.