401(k) · DOL Form 5500 · 2024
Anne Carlsen Center 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 502
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $52,910
- Avg per participant Low balance/head
Official DOL plan name: Anne Carlsen Center 401(k) Plan · Sponsored by Anne Carlsen Center · North Dakota · Healthcare & Social Assistance
$27M in assets, 502 participants
Anne Carlsen Center's Anne Carlsen Center 401(k) Plan reported $27M in total assets and 502 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,373 in Healthcare & Social Assistance (16,916 peers)
Where Anne Carlsen Center 401(k) Plan sits by assets
Anne Carlsen Center 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 502 participants (~$52,910/participant), up 15.1% in 2024.
- #13,373
- in Healthcare & Social Assistance (16,916 peers)
- +15.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Anne Carlsen Center 401(k) Plan's outsized position by total assets
Anne Carlsen Center 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,560,724 Top 25% higher than 75% 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
Anne Carlsen Center 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. Anne Carlsen Center 401(k) Plan sits mid-pack in the medium band (502 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Anne Carlsen Center 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Anne Carlsen Center 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Anne Carlsen Center 401(k) Plan reported participants rose from 493 in the plan year 2023 filing to 502 in the plan year 2024 filing.
DOL schedule card
Filing strip 870694180 · Anne Carlsen Center PY 2024 · 401(k)
Anne Carlsen Center 401(k) Plan · $27M · 502 · 75th
- PHOTO $27M
- IND 502
- EOY 75th
- 5500 401(k)
- ASSETS near Pathology & Laboratory Medicine, P.C Profit Sharing Plan
- PCT ind #13373
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 Healthcare & Social Assistance retirement plans → · Plans in North Dakota →
Anne Carlsen Center 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 870694180 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Anne Carlsen Center)
Sponsor-wide plan assets over time
All Anne Carlsen Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 37.992855115919674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 490 | $19M |
| 2023 | 1 | 493 | $23M |
| 2024 | 1 | 502 | $27M |
Nearby 401(k) Plans in North Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Sanford Retirement Savings Plan $3.6B · 31,958
- Knife River Corporation 401(k) Retirement Plan $856M · 5,327
- Mdu Resources Group, Inc. 401(k) Retirement Plan $776M · 3,465
- Eide Bailly LLP 401(k) Profit Sharing Plan $615M · 2,920
- Offutt Companies 401(k) Savings Plan $592M · 5,199
Anne Carlsen Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Dakota, the nearest 401(k) by assets is Pathology & Laboratory Medicine, P.C Profit Sharing Plan in GA ($27M); by covered participants it is Dwyeromega Safe Harbor 401(k) Plan in IN (502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Pathology & Laboratory Medicine, P.C Profit Sharing Plan (GA) $27M · 43
- Obi Seafoods 401(k) Plan (WA) $27M · 1,036
- Fundrise 401(k) Plan (DC) $27M · 277
- Mele Associates, Inc. 401(k) Profit Sharing Plan (MD) $27M · 226
Similar participant headcount
Nearest other-state filings by covered participants (502 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.