401(k) · DOL Form 5500 · 2022
The Carlyle Group Employee Co., L.L.C. 401(k) Plan
Data updated 2026-08-11
- $322M
- Total assets
- 1,217
- Participants
- 97th
- Percentile by assets
- $264,709
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $322M
- total plan assets (2022 EOY)
- 1,217
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $264,709
- avg assets per participant
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 vs the 2022 asset distribution
By assets, The Carlyle Group 401(k) Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $406M |
|---|---|
| Net Assets (End of Year) | $322M |
| Net Income | -$84M |
| Employer EIN | 521887096 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Carlyle Group Employee Co., L.L.C.)
| 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
- Danaher Corporation & Subsidiaries Savings Plan $5.9B · 29,923
- Revised Profit Sharing Plan for Emp. of Geico $5.1B · 41,527
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.2B · 7,402
- Finra Savings Plus Plan $1.8B · 3,697
- Hogan Lovells US LLP Retirement Savings Plan $1.3B · 1,883
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Carlyle Group 401(k) Plan by total assets, not by location.
- Herbalife International of America, Inc. Employees 401(k) Profit Sharing (CA) $322M · 3,110
- Anesthesia Service Medical Group, Inc. 401(k) Profit Sharing Plan Trust (CA) $322M · 256
- Hmshost 401(k) Retirement Savings Plan and Trust (MD) $322M · 11,078
- Electrical Construction Industry Annuity Plan (WI) $322M · 3,284
Frequently Asked Questions
How did The Carlyle Group 401(k) Plan assets move in 2022? ▼
How have The Carlyle Group Employee Co., L.L.C. plan assets changed over time? ▼
Where does The Carlyle Group 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for The Carlyle Group 401(k) Plan
Scale reading
Ways to act on The Carlyle Group 401(k) Plan's numbers.
- By total assets, The Carlyle Group 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
- The Carlyle Group Employee Co., L.L.C.'s sponsor-wide assets have grown 46.2% since 2022 across 3 plan years on file. More Finance & Insurance plans