401(k) · DOL Form 5500 · 2022
Carlisle, LLC 401(k) Plan
Data updated 2026-08-11
- $734M
- Total assets
- 6,689
- Participants
- 98th
- Percentile by assets
- $109,747
- Avg per participant
Official DOL plan name: Carlisle, LLC Employee Incentive Savings Plan · Sponsored by Carlisle, LLC · Arizona · Manufacturing
$734M in assets, 6,689 participants
Carlisle, LLC's Carlisle, LLC Employee Incentive Savings Plan reported $734M in total assets and 6,689 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)
- #20,063 in Manufacturing (20,602 peers)
Coverage in Arizona
Carlisle, LLC Employee Incentive Savings Plan covers 6,689 participants in Arizona, 12x the typical Arizona plan (state average ~564 per filing). Assets: $734M.
- $734M
- total plan assets (2022 EOY)
- 6,689
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $109,747
- avg assets per participant
The plan reported a net loss of $210M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Carlisle, LLC Employee Incentive Savings Plan reports 6,689 participants - 12x that state average ($734M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $891M |
|---|---|
| Net Assets (End of Year) | $734M |
| Net Income | -$210M |
| Employer EIN | 230457510 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlisle, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,000 | $853M |
| 2023 | 2 | 7,167 | $944M |
| 2024 | 2 | 6,274 | $928M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Carlisle, LLC Employee Incentive Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Scale composition for Carlisle, LLC Employee Incentive Savings Plan
Carlisle, LLC Employee Incentive Savings Plan reports $734M in end-of-year assets across 6,689 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $109,747 per participant (79% of the national average assets-per-participant) . Net income for plan year 2022 was -$210M.
This plan identity (EIN 230457510, plan #019) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $734M to $870M (+18.5%) while covered participants moved from 6,689 to 6,033 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,689 | $734M | This page |
| 2023 | 6,890 | $829M | Open filing |
| 2024 · index core | 6,033 | $870M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carlisle, LLC Employee Incentive Savings Plan (401(k), $870M, 6,033 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carlisle, LLC Employee Incentive Savings Plan by total assets, not by location.
- Amtrak's Retirement Savings Plan for Agreement Employees (DC) $735M · 16,205
- Adidas 401(k) Savings and Retirement Plan (OR) $735M · 7,786
- Yahoo 401(k) Savings Plan (NY) $733M · 6,852
- Aarp Employees 401(k) Plan (DC) $736M · 2,362
Frequently Asked Questions
How did Carlisle, LLC Employee Incentive Savings Plan assets move in 2022? ▼
How have Carlisle, LLC plan assets changed over time? ▼
Where does Carlisle, LLC Employee Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Carlisle, LLC Employee Incentive Savings Plan? ▼
Next read for Carlisle, LLC Employee Incentive Savings…
Filing takeaways
Ways to act on Carlisle, LLC Employee Incentive Savings Plan's numbers.
- By total assets, Carlisle, LLC Employee Incentive 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 Arizona. Compare plans
- Carlisle, LLC's sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Manufacturing plans