401(k) · DOL Form 5500 · 2022
Carlisle, LLC 401(k) Plan
Data updated 2026-08-25
- $734M
- Total assets Above avg plan size
- 6,689
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $109,747
- Avg per participant Below avg balance/head
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.
- #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.
- #20,063
- in Manufacturing (20,602 peers)
- -17.6%
- assets change YoY
- 7.4×
- vs typical plan assets (national mean)
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.
Carlisle, LLC Employee Incentive Savings Plan's outsized position by total assets
Carlisle, LLC Employee Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$734,096,182 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
Carlisle, LLC Employee Incentive Savings 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. Carlisle, LLC Employee Incentive Savings Plan lands in the large band (6,689 participants).
DOL schedule card
Filing strip 230457510 · Carlisle, LLC PY 2022 · 401(k)
Carlisle, LLC Employee Incentive Savings Plan · $734M · 6,689 · 98th
- EIN $734M
- RANK 6,689
- PHOTO 98th
- IND 401(k)
- EOY near Amtrak's Retirement Savings Plan for Agreement Employees
- 5500 ind #20063
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 Arizona →
Carlisle, LLC Employee Incentive Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Carlisle, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $928M 8.827706932961418% vs 2022
- 2024 filing year
| 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.
- 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)
Carlisle, LLC Employee Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Amtrak's Retirement Savings Plan for Agreement Employees in DC ($735M); by covered participants it is Regal Entertainment Group 401(k) Plan in TN (6,693 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($734M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,689 participants); asset peers above are excluded.
- Regal Entertainment Group 401(k) Plan (TN) 6,693 · 4 off
- Olin Corporation Contributing Employee Ownership Plan (MO) 6,684 · 5 off
- Llns 401(k) Retirement Plan (CA) 6,682 · 7 off
- Tenneco 401(k) Investment Plan (MI) 6,681 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.