Defined Benefit (Pension) · DOL Form 5500 · 2022

Carlisle LLC Pension Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
311
Participants Below avg headcount
94th
Percentile by assets National rank
$380,968
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Carlisle LLC · Sponsored by Carlisle LLC · Arizona · Manufacturing

$118M in assets, 311 participants

Carlisle LLC's Retirement Plan for Employees of Carlisle LLC reported $118M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #18,572 in Manufacturing (20,602 peers)

Where Retirement Plan for Employees of Carlisle LLC sits by assets

Retirement Plan for Employees of Carlisle LLC sits in the top 10% of all filed plans by assets, $118M for 311 participants (~$380,968/participant), down 20.6% in 2022.

#18,572
in Manufacturing (20,602 peers)
-20.6%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Carlisle LLC's outsized position by total assets

Retirement Plan for Employees of Carlisle LLC vs every filed plan by assets

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

$118,480,898 Top 6% higher than 94% 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

Retirement Plan for Employees of Carlisle LLC among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Carlisle LLC sits mid-pack in the medium band (311 participants).

Form 5500 schedule snapshot

Filing strip 230457510 · Carlisle LLC PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Carlisle LLC · $118M · 311 · 94th

  • ASSETS $118M
  • PCT 311
  • EIN 94th
  • RANK Defined Benefit (Pension)
  • PHOTO near Rpfeopwcc, Scc, Bsccrbumwoapttwsao2013
  • IND ind #18572

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 →

Retirement Plan for Employees of Carlisle LLC in the asset neighbourhood

Masterbrand, Inc. Pension PlanMasterbrand, Inc. Pension Pl…$119MKaiser Permanente Optometrists Retirement PlanKaiser Permanente Optometris…$119MRpfeopwcc, Scc, Bsccrbumwoapttwsao2013Rpfeopwcc, Scc, Bsccrbumwoap…$119MRetirement Plan for Employees of Carlisle LLCRetirement Plan for Employee…$118MQuincy Mutual Fire Insurance Company Retirement PlanQuincy Mutual Fire Insurance…$118M
End-of-year total assets ($M) among Retirement Plan for Employees of Carlisle LLC and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$118M
Net Income-$31M
Employer EIN230457510
Plan Effective Date1944-10-31
Filing StatusFILING 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
$800M$850M$900M$950M$1,000M 202220232024 $853M $928M ▲ +8.8%
Year Plans Participants Total Assets
2022 2 7,000 $853M
2023 2 7,167 $944M
2024 2 6,274 $928M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Retirement Plan for Employees of Carlisle LLC vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Retirement Plan for Employees of Carlisle LLC, Total assets ($B): 0.118480898 · Participants: 311Retirement Plan for Employees of Carlisle LLCPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Retirement Plan for Employees of Carlisle LLC vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Retirement Plan for Employees of Carlisle LLC side-by-side with 3 peers →

Retirement Plan for Employees of Carlisle LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Rpfeopwcc, Scc, Bsccrbumwoapttwsao2013 in MO ($119M); by covered participants it is Middle River Aerostructure Systems Hourly Pension Plan in MD (311 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Retirement Plan for Employees of Carlisle LLC assets move in 2022? ▼
Retirement Plan for Employees of Carlisle LLC declined sharply - down 20.6% during 2022, from $149M to $118M. Reported net income was -$31M.
How have Carlisle LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlisle LLC's sponsor-wide assets grew 8.8%, from $853M to $928M.
Where does Retirement Plan for Employees of Carlisle LLC rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Carlisle LLC ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Carlisle LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rpfeopwcc, Scc, Bsccrbumwoapttwsao2013 in MO ($119M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Carlisle LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middle River Aerostructure Systems Hourly Pension Plan in MD (311 participants, $112M 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 230457510.

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.