401(k) · DOL Form 5500 · 2024
Carlson Tool & Manufacturing Corp. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $232,086
- Avg per participant Above avg balance/head
Official DOL plan name: Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan · Sponsored by Carlson Tool & Manufacturing Corp. · Wisconsin · Manufacturing
$28M in assets, 122 participants
Carlson Tool & Manufacturing Corp.'s Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan reported $28M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #12,005 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan covers 122 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $28M.
- #12,005
- in Manufacturing (17,777 peers)
- +9.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan's outsized position by total assets
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,314,482 Top 24% higher than 76% 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 Tool & Manufacturing Corp. Employees' Profit Sharing and 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. Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan reported participants rose from 117 in the plan year 2023 filing to 122 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390973406 · Carlson Tool & Manufacturing Corp. PY 2024 · 401(k)
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan · $28M · 122 · 76th
- TYPE $28M
- TYPE 122
- TYPE 76th
- TYPE 401(k)
- TYPE near Pch Hotels and Resorts, Inc. 401(k) Plan
- TYPE ind #12005
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 Wisconsin →
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 390973406 |
| Plan Effective Date | 1963-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlson Tool & Manufacturing Corp.)
Sponsor-wide plan assets over time
All Carlson Tool & Manufacturing Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 22.766183656107568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $23M |
| 2023 | 1 | 117 | $26M |
| 2024 | 1 | 122 | $28M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Carlson Tool & Manufacturing Corp. Employees' Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Pch Hotels and Resorts, Inc. 401(k) Plan in AL ($28M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Pch Hotels and Resorts, Inc. 401(k) Plan (AL) $28M · 1,475
- American Acryl, L.P. 401(k) Profit Sharing Plan (TX) $28M · 64
- Kerkering, Barberio & Co. 401(k) Plan (FL) $28M · 149
- Ntiva 401(k) Plan (VA) $28M · 420
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Assertio Management, LLC 401(k) Retirement Plan (IL) 122 · 0 off
- Canvas 401(k) Plan (VA) 122 · 0 off
- Amg, Inc 401(k) Plan (VA) 122 · 0 off
- Lower West Side Household Services Non-Union Retirement Plan (NY) 122 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.