401(k) · DOL Form 5500 · 2022

Carle Holding Company, Inc. 401(k) Plan

Data updated 2026-08-25

$289M
Total assets Near avg plan size
2,227
Participants Above avg headcount
97th
Percentile by assets National rank
$129,855
Avg per participant Near avg balance/head
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Official DOL plan name: Carle Profit Sharing Plan · Sponsored by Carle Holding Company, Inc. · Illinois · Healthcare & Social Assistance

$289M in assets, 2,227 participants

Carle Holding Company, Inc.'s Carle Profit Sharing Plan reported $289M in total assets and 2,227 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,470 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Carle Profit Sharing Plan covers 2,227 participants in Illinois, 2.9x the typical Illinois plan (state average ~779 per filing). Assets: $289M.

#19,470
in Healthcare & Social Assistance (20,060 peers)
-20.6%
assets change YoY
2.9×
vs typical plan assets (national mean)

The plan reported a net loss of $75M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carle Profit Sharing Plan's outsized position by total assets

Carle Profit Sharing Plan vs every filed plan by assets

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

$289,186,300 Top 3% higher than 97% 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

Carle Profit Sharing 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. Carle Profit Sharing Plan lands in the large band (2,227 participants).

Published 5500 schedule card

Filing strip 371188284 · Carle Holding Company, Inc. PY 2022 · 401(k)

Carle Profit Sharing Plan · $289M · 2,227 · 97th

  • 5500 $289M
  • ASSETS 2,227
  • PCT 97th
  • EIN 401(k)
  • RANK near Lineage Logistics 401(k) Plan
  • PHOTO ind #19470

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Carle Profit Sharing Plan in the asset neighbourhood

Carle Profit Sharing Plan$289MLineage Logistics 401(k) Plan$289MPrologis 401(k) Savings Plan$289MNestle USA, Inc. Hourly Retirement Savings PlanNestle USA, Inc. Hourly Reti…$289MMulticare Health System 401(k) PlanMulticare Health System 401(…$289M
End-of-year total assets ($M) among Carle Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$364M
Net Assets (End of Year)$289M
Net Income-$75M
Employer EIN371188284
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carle Holding Company, Inc.)

Sponsor-wide plan assets over time

All Carle Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$330M 13.962570149415793% vs 2022
2024 filing year
$280M$300M$320M$340M 202220232024 $289M $330M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 2,227 $289M
2023 1 2,229 $327M
2024 1 2,167 $330M

Nearby 401(k) Plans in Illinois

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

Carle Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Carle Profit Sharing Plan, Total assets ($B): 0.2891863 · Participants: 2227Carle Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Carle Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carle Profit Sharing Plan side-by-side with 3 peers →

Carle Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Lineage Logistics 401(k) Plan in MI ($289M); by covered participants it is Thryv Savings Plan in TX (2,227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($289M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,227 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 Carle Profit Sharing Plan assets move in 2022? ▼
Carle Profit Sharing Plan declined sharply - down 20.6% during 2022, from $364M to $289M. Reported net income was -$75M.
How have Carle Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carle Holding Company, Inc.'s sponsor-wide assets grew 14.0%, from $289M to $330M.
Where does Carle Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carle Profit Sharing Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Carle Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lineage Logistics 401(k) Plan in MI ($289M, 8,421 participants).
Which 401(k) plans cover a similar participant headcount to Carle Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thryv Savings Plan in TX (2,227 participants, $728M 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 371188284.

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.