How big is Carlsmed, Inc.'s plan?

Carlsmed, Inc.'s plan reported $7.7M in assets and 116 participants for 2025.

Original filing (PDF)20260514220038NAL0008803569068

Carlsmed, Inc.

Name: Carlsmed, Inc. — Carlsmed 401(k) Plan, Form 5500 (2025)
Creator: Carlsmed, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlsmed 401(k) Plan

401(k) retirement plan · Carlsmed, Inc.'s Carlsmed 401(k) Plan held $7.7M in plan assets for 116 participants in 2025.

Active participants

116

Accounts w/ balance

129

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan identifiers

Carlsmed, Inc.'s EIN is 83-1081863.

EIN 83-1081863

Plan number 001

Plan year 2025

ACK ID 20260514220038NAL0008803569068

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carlsmed, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carlsmed, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off