401(k) · DOL Form 5500 · 2024

Carlson Toyota 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 47
Participants Small participant base: 46th
Percentile by assets National rank: $131,757
Avg per participant Near avg balance/head

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Official DOL plan name: Carlson Toyota 401(k) Plan · Sponsored by Carlson Toyota · Minnesota · Retail Trade

$6M in assets, 47 participants

Carlson Toyota's Carlson Toyota 401(k) Plan reported $6M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#4,546 in Retail Trade (8,048 peers)

Carlson Toyota multi-year trail

Carlson Toyota's plans moved +14.7% in assets from 2023 to 2024; this filing shows Carlson Toyota 401(k) Plan at $6M / 47 participants.

#4,546
in Retail Trade (8,048 peers): +14.7%
assets growth YoY

Carlson Toyota 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Carlson Toyota 401(k) Plan vs every filed plan by assets

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

$6,192,560 46th percentile higher than 46% 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 Toyota 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 Toyota 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Carlson Toyota 401(k) Plan reported net income fell from $953K in the plan year 2023 filing to $793K in the plan year 2024 filing.
Carlson Toyota 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Carlson Toyota 401(k) Plan reported participants fell from 48 in the plan year 2023 filing to 47 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411792505 · Carlson Toyota PY 2024 · 401(k)

Carlson Toyota 401(k) Plan · $6M · 47 · 46th

TYPE $6M
TYPE 47
TYPE 46th
TYPE 401(k)
TYPE near Employee Benefits Plan of Dove Pointe, Inc.
TYPE ind #4546

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 Retail Trade retirement plans → · Plans in Minnesota →

End-of-year total assets ($M) among Carlson Toyota 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carlson Toyota multi-year asset trail

Latest sponsor-wide plan assets: $6M 14.68591457635054% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	48	$5M
2024	1	47	$6M

Carlson Toyota filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$793K
Employer EIN	411792505
Plan Effective Date	1995-02-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Carlson Toyota 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Carlson Toyota 401(k) Plan side-by-side with 3 peers →

Carlson Toyota 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Employee Benefits Plan of Dove Pointe, Inc. in MD ($6M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Employee Benefits Plan of Dove Pointe, Inc. (MD) $6M · 378
Orlando Credit Union (FL) $6M · 74
Weld County Garage 401(k) Plan (CO) $6M · 204
Superior Products Support, LLC 401(k) Plan (PA) $6M · 274

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

Carl Marks & Co., Inc Retirement Savings Plan (NY) 47 · 0 off
R D White & Sons, Inc. 401(k) Ps Plan & Trust (NC) 47 · 0 off
Osb Community Bank Employee Savings & Profit Sharing Plan (IL) 47 · 0 off
Tech Transport, Inc. 401(k) Profit Sharing Plan and Trust (NH) 47 · 0 off

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 Toyota 401(k) Plan assets move in 2024? ▼

Carlson Toyota 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $5M to $6M. Reported net income was $793K.

How have Carlson Toyota plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Carlson Toyota's sponsor-wide assets grew 14.7%, from $5M to $6M.

Which 401(k) plans are similar in size to Carlson Toyota 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Employee Benefits Plan of Dove Pointe, Inc. in MD ($6M, 378 participants).

Which 401(k) plans cover a similar participant headcount to Carlson Toyota 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 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 411792505.