Defined Benefit (Pension) · DOL Form 5500 · 2022

Carrier Global Corporation Pension Plan

Data updated 2026-08-25

$197M
Total assets Near avg plan size
1,603
Participants Near avg headcount
96th
Percentile by assets National rank
$123,165
Avg per participant Near avg balance/head
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Official DOL plan name: Carrier Represented Employee Pension Plan · Sponsored by Carrier Global Corporation · Florida · Manufacturing

$197M in assets, 1,603 participants

Carrier Global Corporation's Carrier Represented Employee Pension Plan reported $197M in total assets and 1,603 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,165 in Manufacturing (20,602 peers)

Coverage in Florida

Carrier Represented Employee Pension Plan covers 1,603 participants in Florida, 2.6x the typical Florida plan (state average ~628 per filing). Assets: $197M.

#19,165
in Manufacturing (20,602 peers)
-34.2%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $103M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carrier Represented Employee Pension Plan's outsized position by total assets

Carrier Represented Employee Pension Plan vs every filed plan by assets

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

$197,433,460 Top 4% higher than 96% 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

Carrier Represented Employee Pension 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. Carrier Represented Employee Pension Plan lands in the large band (1,603 participants).

Plan-year Form 5500 strip

Filing strip 834051582 · Carrier Global Corporation PY 2022 · Defined Benefit (Pension)

Carrier Represented Employee Pension Plan · $197M · 1,603 · 96th

  • EIN $197M
  • RANK 1,603
  • PHOTO 96th
  • IND Defined Benefit (Pension)
  • EOY near Sullivan & Cromwell LLP Group Defined Benefit Plan for Partners
  • 5500 ind #19165

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 Represented Employee Pension Plan in the asset neighbourhood

The Retirement Pension Plan for Salaried Employees of Victaulic CompanyThe Retirement Pension Plan …$198MSullivan & Cromwell LLP Group Defined Benefit Plan for PartnersSullivan & Cromwell LLP Grou…$197MCarrier Represented Employee Pension PlanCarrier Represented Employee…$197MKing & Spalding LLP Cash Balance Pension PlanKing & Spalding LLP Cash Bal…$197MNorthwest Airlines Pension Plan for Salaried EmployeesNorthwest Airlines Pension P…$197M
End-of-year total assets ($M) among Carrier Represented Employee Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$300M
Net Assets (End of Year)$197M
Net Income-$103M
Employer EIN834051582
Plan Effective Date2020-01-01
Filing StatusFILING 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
$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $0.73B $1.21B ▲ +65.8%
Year Plans Participants Total Assets
2022 2 13,276 $725M
2023 2 13,565 $1.0B
2024 2 13,602 $1.2B

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carrier Represented Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Carrier Represented Employee Pension Plan, Total assets ($B): 0.19743346 · Participants: 1603Carrier Represented Employee Pension PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Carrier Represented Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Carrier Represented Employee Pension Plan side-by-side with 3 peers →

Carrier Represented Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Sullivan & Cromwell LLP Group Defined Benefit Plan for Partners in NY ($197M); by covered participants it is The Pension Plan for Insurance Organizations in NJ (1,602 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,603 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 Carrier Represented Employee Pension Plan assets move in 2022? ▼
Carrier Represented Employee Pension Plan contracted severely - down 34.2% during 2022, from $300M to $197M. Reported net income was -$103M.
How have Carrier Global Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrier Global Corporation's sponsor-wide assets grew 67.3%, from $725M to $1.2B.
Where does Carrier Represented Employee Pension Plan rank by assets among Form 5500 filers? ▼
Carrier Represented Employee Pension Plan ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to Carrier Represented Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sullivan & Cromwell LLP Group Defined Benefit Plan for Partners in NY ($197M, 176 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carrier Represented Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Pension Plan for Insurance Organizations in NJ (1,602 participants, $1.0B 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 834051582.

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.