401(k) · DOL Form 5500 · 2022

The Carlyle Group Employee Co., L.L.C. 401(k) Plan

Data updated 2026-08-25

$322M
Total assets Above avg plan size
1,217
Participants Near avg headcount
97th
Percentile by assets National rank
$264,709
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Carlyle Group 401(k) Plan · Sponsored by The Carlyle Group Employee Co., L.L.C. · District of Columbia · Finance & Insurance

$322M in assets, 1,217 participants

The Carlyle Group Employee Co., L.L.C.'s The Carlyle Group 401(k) Plan reported $322M in total assets and 1,217 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,765 in Finance & Insurance (9,261 peers)

Where The Carlyle Group 401(k) Plan sits by assets

The Carlyle Group 401(k) Plan sits in the top 5% of all filed plans by assets, $322M for 1,217 participants (~$264,709/participant), down 20.7% in 2022.

#8,765
in Finance & Insurance (9,261 peers)
-20.7%
assets change YoY
3.2×
vs typical plan assets (national mean)

The plan reported a net loss of $84M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Carlyle Group 401(k) Plan's outsized position by total assets

The Carlyle Group 401(k) Plan vs every filed plan by assets

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

$322,150,937 Top 3% higher than 97% 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 Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Carlyle Group 401(k) Plan lands in the large band (1,217 participants).

Published 5500 schedule card

Filing strip 521887096 · The Carlyle Group Employee Co., L.L.C. PY 2022 · 401(k)

The Carlyle Group 401(k) Plan · $322M · 1,217 · 97th

  • SCH $322M
  • EBSA 1,217
  • PART 97th
  • TYPE 401(k)
  • NET near Herbalife International of America, Inc. Employees 401(k) Profit Sharing
  • BOOK ind #8765

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 Finance & Insurance retirement plans → · Plans in District of Columbia →

The Carlyle Group 401(k) Plan in the asset neighbourhood

The Carlyle Group 401(k) Plan$322MHerbalife International of America, Inc. Employees 401(k) Profit SharingHerbalife International of A…$322MAnesthesia Service Medical Group, Inc. 401(k) Profit Sharing Plan TrustAnesthesia Service Medical G…$322MHmshost 401(k) Retirement Savings Plan and TrustHmshost 401(k) Retirement Sa…$322MElectrical Construction Industry Annuity PlanElectrical Construction Indu…$322M
End-of-year total assets ($M) among The Carlyle Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$406M
Net Assets (End of Year)$322M
Net Income-$84M
Employer EIN521887096
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Carlyle Group Employee Co., L.L.C.)

Sponsor-wide plan assets over time

All The Carlyle Group Employee Co., L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$471M 46.219611026616384% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $322M $471M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 1,217 $322M
2023 1 1,437 $400M
2024 1 1,467 $471M

Nearby 401(k) Plans in District of Columbia

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

The Carlyle Group 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 02468 Total assets ($B) Participants The Carlyle Group 401(k) Plan, Total assets ($B): 0.322150937 · Participants: 1217The Carlyle Group 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
The Carlyle Group 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare The Carlyle Group 401(k) Plan side-by-side with 3 peers →

The Carlyle Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Herbalife International of America, Inc. Employees 401(k) Profit Sharing in CA ($322M); by covered participants it is Macparent, LLC. 401(k) Plan in CO (1,217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,217 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 Group 401(k) Plan assets move in 2022? ▼
The Carlyle Group 401(k) Plan declined sharply - down 20.7% during 2022, from $406M to $322M. Reported net income was -$84M.
How have The Carlyle Group Employee Co., L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Carlyle Group Employee Co., L.L.C.'s sponsor-wide assets grew 46.2%, from $322M to $471M.
Where does The Carlyle Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Carlyle Group 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Carlyle Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herbalife International of America, Inc. Employees 401(k) Profit Sharing in CA ($322M, 3,110 participants).
Which 401(k) plans cover a similar participant headcount to The Carlyle Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Macparent, LLC. 401(k) Plan in CO (1,217 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521887096.

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.