401(k) · DOL Form 5500 · 2022
Carrier Global Corporation 401(k) Plan
Data updated 2026-08-25
- $528M
- Total assets Above avg plan size
- 11,673
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $45,202
- Avg per participant Low balance/head
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.
- #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.
- #19,904
- in Manufacturing (20,602 peers)
- +23.2%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Carrier Retirement Savings Plan's outsized position by total assets
Carrier Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$527,647,546 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carrier Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrier Retirement Savings Plan is a mega filing (11,673 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 834051582 · Carrier Global Corporation PY 2022 · 401(k)
Carrier Retirement Savings Plan · $528M · 11,673 · 98th
- BOY $528M
- SCH 11,673
- EBSA 98th
- PART 401(k)
- TYPE near Prime Therapeutics LLC 401(k) Plan
- NET ind #19904
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 Florida →
Carrier Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Carrier Global Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 67.29034066022686% vs 2022
- 2024 filing year
| 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.
- 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)
Carrier Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Prime Therapeutics LLC 401(k) Plan in MN ($528M); by covered participants it is The Daikin 401(k) Plan in TX (11,683 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($528M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,673 participants); asset peers above are excluded.
- The Daikin 401(k) Plan (TX) 11,683 · 10 off
- Ncr Savings Plan (GA) 11,692 · 19 off
- Bmw Savings Plan (NJ) 11,695 · 22 off
- Emcor Group, Inc. 401(k) Savings Plan (CT) 11,717 · 44 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.