401(k) · DOL Form 5500 · 2022
Carle Holding Company, Inc. 401(k) Plan
Data updated 2026-08-11
- $289M
- Total assets
- 2,227
- Participants
- 97th
- Percentile by assets
- $129,855
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $289M
- total plan assets (2022 EOY)
- 2,227
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $129,855
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Carle Profit Sharing Plan reports 2,227 participants - 2.9x that state average ($289M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $364M |
|---|---|
| Net Assets (End of Year) | $289M |
| Net Income | -$75M |
| Employer EIN | 371188284 |
| Plan Effective Date | 1975-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carle Holding Company, Inc.)
| 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
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carle Profit Sharing Plan by total assets, not by location.
- Lineage Logistics 401(k) Plan (MI) $289M · 8,421
- Prologis 401(k) Savings Plan (CO) $289M · 1,158
- Nestle USA, Inc. Hourly Retirement Savings Plan (OH) $289M · 3,787
- Multicare Health System 401(k) Plan (WA) $289M · 5,001
Frequently Asked Questions
How did Carle Profit Sharing Plan assets move in 2022? ▼
How have Carle Holding Company, Inc. plan assets changed over time? ▼
Where does Carle Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Carle Profit Sharing Plan? ▼
Next read for Carle Profit Sharing Plan
Filing takeaways
Ways to act on Carle Profit Sharing Plan's numbers.
- By total assets, Carle Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Carle Holding Company, Inc.'s sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans