401(k) · DOL Form 5500 · 2024

Carlson, Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
103
Participants Small participant base
88th
Percentile by assets National rank
$699,772
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carlson 401(k) Savings Plan · Sponsored by Carlson, Inc. · Minnesota · Administrative & Support Services

$72M in assets, 103 participants

Carlson, Inc.'s Carlson 401(k) Savings Plan reported $72M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,109 in Administrative & Support Services (4,368 peers)

Coverage in Minnesota

Carlson 401(k) Savings Plan covers 103 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $72M.

#4,109
in Administrative & Support Services (4,368 peers)
+12.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Carlson 401(k) Savings Plan's outsized position by total assets

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

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

$72,076,469 Top 12% higher than 88% 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

Carlson 401(k) Savings 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. Carlson 401(k) Savings Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlson 401(k) Savings Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Carlson 401(k) Savings Plan end-of-year assets rose from $64M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Carlson 401(k) Savings Plan reported participants fell from 110 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411626624 · Carlson, Inc. PY 2024 · 401(k)

Carlson 401(k) Savings Plan · $72M · 103 · 88th

  • ASSETS $72M
  • PCT 103
  • EIN 88th
  • RANK 401(k)
  • PHOTO near Ontario Systems, LLC 401(k) Plan
  • IND ind #4109

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 Administrative & Support Services retirement plans → · Plans in Minnesota →

Carlson 401(k) Savings Plan in the asset neighbourhood

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co'sRisk Strategies Pooled Emplo…$72MSage Automotive Interiors, Inc. 401(k) PlanSage Automotive Interiors, I…$72MCarlson 401(k) Savings Plan$72MOntario Systems, LLC 401(k) PlanOntario Systems, LLC 401(k) …$72MEpic Staffing Group, Inc. 401(k) PlanEpic Staffing Group, Inc. 40…$72M
End-of-year total assets ($M) among Carlson 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$72M
Net Income$8M
Employer EIN411626624
Plan Effective Date2021-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlson, Inc.)

Sponsor-wide plan assets over time

All Carlson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 25.141075347854713% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.6M $72.1M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 102 $58M
2023 1 110 $64M
2024 1 103 $72M

Nearby 401(k) Plans in Minnesota

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

Carlson 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Carlson 401(k) Savings Plan, Total assets ($B): 0.072076469 · Participants: 103Carlson 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Carlson 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Carlson 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Ontario Systems, LLC 401(k) Plan in MA ($72M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Carlson 401(k) Savings Plan assets move in 2024? ▼
Carlson 401(k) Savings Plan grew at a solid clip - up 12.8% during 2024, from $64M to $72M. Reported net income was $8M.
How have Carlson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson, Inc.'s sponsor-wide assets grew 25.1%, from $58M to $72M.
Where does Carlson 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Carlson 401(k) Savings Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carlson 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ontario Systems, LLC 401(k) Plan in MA ($72M, 484 participants).
Which 401(k) plans cover a similar participant headcount to Carlson 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 411626624.

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.