401(k)
2022 plan-year 401(k) DOL Form 5500

Carlisle Corporation 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Carlisle LLC · Tennessee · Food Services & Accommodation

What the 2023 filing shows

Carlisle Corporation 401(k) Profit Sharing Plan holds $10M for 1,384 participants — about $7,456 per participant, down 20.2% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
1,384
covered participants
$7,456
avg assets per participant
-20.2%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$10M
Participants
1,384
State
Industry
Food Services & Accommodation

What the Filing Says About Carlisle Corporation 401(k) Profit Sharing Plan

Carlisle Corporation 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Carlisle LLC, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 1,384 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 621149118, and the plan has been effective since 1991-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2022 to $10M at year-end — a decline of 20.2%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-2,611,382 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-2,611,382
Plan Type401(k)
Employer EIN621149118
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlisle LLC)

Year Plans Participants Total Assets
2022 1 1,384 $10M
2023 1 1,585 $13M
2024 1 1,945 $14M

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Frequently Asked Questions

How much money is in the Carlisle Corporation 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Carlisle Corporation 401(k) Profit Sharing Plan holds $10M in total assets with 1,384 participants. It is sponsored by Carlisle LLC.
What type of plan is Carlisle Corporation 401(k) Profit Sharing Plan?
Carlisle Corporation 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1991-07-01. The plan is filed with the U.S. Department of Labor under EIN 621149118.
Who sponsors the Carlisle Corporation 401(k) Profit Sharing Plan?
Carlisle Corporation 401(k) Profit Sharing Plan is sponsored by Carlisle LLC, located in Tennessee. The sponsor's EIN is 621149118 and the plan operates in the Food Services & Accommodation industry.
How did Carlisle Corporation 401(k) Profit Sharing Plan perform in 2022?
Carlisle Corporation 401(k) Profit Sharing Plan declined by 20.2% during 2022, moving from $13M to $10M in total assets. Net income was $-2,611,382.
Where can I find official filings for Carlisle Corporation 401(k) Profit Sharing Plan?
Official Form 5500 filings for Carlisle Corporation 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 621149118 or plan name at efast.dol.gov.
How does Carlisle Corporation 401(k) Profit Sharing Plan compare to other plans?
You can compare Carlisle Corporation 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 621149118.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.