401(k) · DOL Form 5500 · 2022
Carrier Global Corporation 401(k) Plan
Data updated 2026-08-11
- $528M
- Total assets
- 11,673
- Participants
- 98th
- Percentile by assets
- $45,202
- Avg per participant
Official DOL plan name: Carrier Retirement Savings Plan · Sponsored by Carrier Global Corporation · Florida · Manufacturing
$528M in assets, 11,673 participants
Carrier Global Corporation's Carrier Retirement Savings Plan reported $528M in total assets and 11,673 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,904 in Manufacturing (20,602 peers)
Coverage in Florida
Carrier Retirement Savings Plan covers 11,673 participants in Florida, 19x the typical Florida plan (state average ~628 per filing). Assets: $528M.
- $528M
- total plan assets (2022 EOY)
- 11,673
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $45,202
- avg assets per participant
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Carrier Retirement Savings Plan reports 11,673 participants - 19x that state average ($528M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $428M |
|---|---|
| Net Assets (End of Year) | $527M |
| Net Income | $92M |
| Employer EIN | 834051582 |
| Plan Effective Date | 2020-04-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carrier Global Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,276 | $725M |
| 2023 | 2 | 13,565 | $1.0B |
| 2024 | 2 | 13,602 | $1.2B |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Carrier Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Scale composition for Carrier Retirement Savings Plan
Carrier Retirement Savings Plan reports $528M in end-of-year assets across 11,673 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $45,202 per participant (33% of the national average assets-per-participant) . Net income for plan year 2022 was $92M.
This plan identity (EIN 834051582, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $528M to $998M (+89.2%) while covered participants moved from 11,673 to 12,295 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,673 | $528M | This page |
| 2023 | 12,128 | $791M | Open filing |
| 2024 · index core | 12,295 | $998M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Carrier Retirement Savings Plan (401(k), $998M, 12,295 participants)
- Carrier Represented Employee Pension Plan (Defined Benefit (Pension), $215M, 1,307 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carrier Retirement Savings Plan by total assets, not by location.
- Prime Therapeutics LLC 401(k) Plan (MN) $528M · 3,558
- Infineon Technologies Savings Plan (CA) $527M · 2,123
- Teleflex 401(k) Savings Plan (PA) $528M · 3,916
- Stewart 401(k) Savings Plan (TX) $528M · 6,282
Frequently Asked Questions
How did Carrier Retirement Savings Plan assets move in 2022? ▼
How have Carrier Global Corporation plan assets changed over time? ▼
Where does Carrier Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Carrier Retirement Savings Plan? ▼
Next read for Carrier Retirement Savings Plan
Filing takeaways
Ways to act on Carrier Retirement Savings Plan's numbers.
- By total assets, Carrier Retirement Savings 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 Florida. Compare plans
- Carrier Global Corporation's sponsor-wide assets have grown 67.3% since 2022 across 3 plan years on file. More Manufacturing plans