401(k) · DOL Form 5500 · 2022

The Carlyle Johnson Machine Company, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
49
Participants Small participant base
53rd
Percentile by assets National rank
$115,954
Avg per participant Below avg balance/head
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Official DOL plan name: The Carlyle Johnson Machine Company LLC Retirement Plan & Trust · Sponsored by The Carlyle Johnson Machine Company, LLC · Connecticut · Manufacturing

$6M in assets, 49 participants

The Carlyle Johnson Machine Company, LLC's The Carlyle Johnson Machine Company LLC Retirement Plan & Trust reported $6M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #7,710 in Manufacturing (20,602 peers)

The Carlyle Johnson Machine Company, LLC multi-year trail

The Carlyle Johnson Machine Company, LLC's plans moved -20.1% in assets from 2022 to 2024; this filing shows The Carlyle Johnson Machine Company LLC Retirement Plan & Trust at $6M / 49 participants.

#7,710
in Manufacturing (20,602 peers)
-32.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Carlyle Johnson Machine Company LLC Retirement Plan & Trust's mid-pack asset rank among Manufacturing and all filers

The Carlyle Johnson Machine Company LLC Retirement Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,681,743 Top 47% higher than 53% of 139,123 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 2022

The Carlyle Johnson Machine Company LLC Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Carlyle Johnson Machine Company LLC Retirement Plan & Trust is a small filing (49 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 061450608 · The Carlyle Johnson Machine Company, LLC PY 2022 · 401(k)

The Carlyle Johnson Machine Company LLC Retirement Plan & Trust · $6M · 49 · 53rd

  • EIN $6M
  • RANK 49
  • PHOTO 53rd
  • IND 401(k)
  • EOY near Usher Transport, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #7710

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 Connecticut →

The Carlyle Johnson Machine Company LLC Retirement Plan & Trust in the asset neighbourhood

The Carlyle Johnson Machine Company LLC Retirement Plan & TrustThe Carlyle Johnson Machine …$6MUsher Transport, Inc. 401(k) Profit Sharing PlanUsher Transport, Inc. 401(k)…$6MRosemore Employee Savings Plan and TrustRosemore Employee Savings Pl…$6MMortgage Equity Partners Retirement PlanMortgage Equity Partners Ret…$6MWichita Kenworth, Inc. 401(k) PlanWichita Kenworth, Inc. 401(k…$6M
End-of-year total assets ($M) among The Carlyle Johnson Machine Company LLC Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Carlyle Johnson Machine Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Carlyle Johnson Machine Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.09980036055837% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $5.68M $4.54M ▼ -20.1%
Year Plans Participants Total Assets
2022 1 49 $6M
2023 1 41 $5M
2024 1 32 $5M

The Carlyle Johnson Machine Company, LLC filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$3M
Employer EIN061450608
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

The Carlyle Johnson Machine Company LLC Retirement Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants The Carlyle Johnson Machine Company LLC Retirement Plan & Trust, Total assets ($B): 0.005681743 · Participants: 49The Carlyle Johnson Machine Company LLC Retirement Plan & TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
The Carlyle Johnson Machine Company LLC Retirement Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants

The Carlyle Johnson Machine Company LLC Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Usher Transport, Inc. 401(k) Profit Sharing Plan in KY ($6M); by covered participants it is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Carlyle Johnson Machine Company LLC Retirement Plan & Trust assets move in 2022?
The Carlyle Johnson Machine Company LLC Retirement Plan & Trust contracted severely - down 32.0% during 2022, from $8M to $6M. Reported net income was -$3M.
How have The Carlyle Johnson Machine Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Carlyle Johnson Machine Company, LLC's sponsor-wide assets declined 20.1%, from $6M to $5M.
Which 401(k) plans are similar in size to The Carlyle Johnson Machine Company LLC Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Usher Transport, Inc. 401(k) Profit Sharing Plan in KY ($6M, 118 participants).
Which 401(k) plans cover a similar participant headcount to The Carlyle Johnson Machine Company LLC Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants, $63K in assets).