401(k) · DOL Form 5500 · 2022

Carousel Industries of North America 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
678
Participants Below avg headcount
93rd
Percentile by assets National rank
$141,692
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carousel Industries of North America, Inc. 401(k) Plan and Trust · Sponsored by Carousel Industries of North America · Rhode Island · Professional & Technical Services

$96M in assets, 678 participants

Carousel Industries of North America's Carousel Industries of North America, Inc. 401(k) Plan and Trust reported $96M in total assets and 678 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #20,186 in Professional & Technical Services (21,562 peers)

Coverage in Rhode Island

Carousel Industries of North America, Inc. 401(k) Plan and Trust covers 678 participants in Rhode Island, about 47% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $96M.

#20,186
in Professional & Technical Services (21,562 peers)
-25.4%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carousel Industries of North America, Inc. 401(k) Plan and Trust's outsized position by total assets

Carousel Industries of North America, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$96,067,069 Top 7% higher than 93% 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

Carousel Industries of North America, Inc. 401(k) Plan and Trust 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. Carousel Industries of North America, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (678 participants).

Published 5500 schedule card

Filing strip 061502254 · Carousel Industries of North America PY 2022 · 401(k)

Carousel Industries of North America, Inc. 401(k) Plan and Trust · $96M · 678 · 93rd

  • SCH $96M
  • EBSA 678
  • PART 93rd
  • TYPE 401(k)
  • NET near Apogee Medical Group Inc 401(k) Plan
  • BOOK ind #20186

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 Professional & Technical Services retirement plans → · Plans in Rhode Island →

Carousel Industries of North America, Inc. 401(k) Plan and Trust in the asset neighbourhood

Carousel Industries of North America, Inc. 401(k) Plan and TrustCarousel Industries of North…$96MApogee Medical Group Inc 401(k) PlanApogee Medical Group Inc 401…$96MHarcros Chemicals Inc. Retirement Savings PlanHarcros Chemicals Inc. Retir…$96MThe Berdon LLP Retirement PlanThe Berdon LLP Retirement Pl…$96MLantheus Medical Imaging, Inc. Retirement Savings PlanLantheus Medical Imaging, In…$96M
End-of-year total assets ($M) among Carousel Industries of North America, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$96M
Net Income-$33M
Employer EIN061502254
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carousel Industries of North America)

Sponsor-wide plan assets over time

All Carousel Industries of North America plans reported in each filing year

Latest sponsor-wide plan assets
$194M 102.23749201716564% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $96.1M $194M ▲ +102.2%
Year Plans Participants Total Assets
2022 1 678 $96M
2023 1 659 $178M
2024 1 695 $194M

Nearby 401(k) Plans in Rhode Island

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carousel Industries of North America, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Carousel Industries of North America, Inc. 401(k) Plan and Trust, Total assets ($B): 0.096067069 · Participants: 678Carousel Industries of North America, Inc. 401(k) Plan and TrustCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Carousel Industries of North America, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Carousel Industries of North America, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Carousel Industries of North America, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Apogee Medical Group Inc 401(k) Plan in AZ ($96M); by covered participants it is Westward Seafoods, Inc. 401(k) Retirement Plan in WA (678 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (678 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 Carousel Industries of North America, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Carousel Industries of North America, Inc. 401(k) Plan and Trust declined sharply - down 25.4% during 2022, from $129M to $96M. Reported net income was -$33M.
How have Carousel Industries of North America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carousel Industries of North America's sponsor-wide assets grew 102.2%, from $96M to $194M.
Where does Carousel Industries of North America, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Carousel Industries of North America, Inc. 401(k) Plan and Trust ranks in the 93rd 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 401(k) plans are similar in size to Carousel Industries of North America, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Apogee Medical Group Inc 401(k) Plan in AZ ($96M, 1,018 participants).
Which 401(k) plans cover a similar participant headcount to Carousel Industries of North America, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Westward Seafoods, Inc. 401(k) Retirement Plan in WA (678 participants, $34M 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 061502254.

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.