Defined Benefit (Pension) · DOL Form 5500 · 2022

Carnival Corporation Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
111
Participants Small participant base
65th
Percentile by assets National rank
$89,971
Avg per participant Below avg balance/head
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Official DOL plan name: Carnival Qualified Retirement Plan · Sponsored by Carnival Corporation · Florida · Transportation & Warehousing

$10M in assets, 111 participants

Carnival Corporation's Carnival Qualified Retirement Plan reported $10M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,603 in Transportation & Warehousing (3,876 peers)

Coverage in Florida

Carnival Qualified Retirement Plan covers 111 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#2,603
in Transportation & Warehousing (3,876 peers)
-19.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carnival Qualified Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Carnival Qualified Retirement Plan vs every filed plan by assets

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

$9,986,811 Top 35% higher than 65% 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

Carnival Qualified Retirement Plan 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. Carnival Qualified Retirement Plan sits mid-pack in the medium band (111 participants).

DOL schedule card

Filing strip 591562976 · Carnival Corporation PY 2022 · Defined Benefit (Pension)

Carnival Qualified Retirement Plan · $10M · 111 · 65th

  • ASSETS $10M
  • ASSETS 111
  • ASSETS 65th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Sheet Metal Workers Local 441 Supplemental Pension Plan
  • ASSETS ind #2603

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Carnival Qualified Retirement Plan in the asset neighbourhood

Pension Plan for Employees of Dayton Rogers Manufacturing Co.Pension Plan for Employees o…$10MCarnival Qualified Retirement PlanCarnival Qualified Retiremen…$10MSheet Metal Workers Local 441 Supplemental Pension PlanSheet Metal Workers Local 44…$10MOrthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanOrthopaedic & Spine Center o…$10MDefined Benefit Pension Plan of Ladacin Network, Inc.Defined Benefit Pension Plan…$10M
End-of-year total assets ($M) among Carnival Qualified Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN591562976
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnival Corporation)

Sponsor-wide plan assets over time

All Carnival Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$509M 42.38045937517188% vs 2022
2024 filing year
$300M$350M$400M$450M$500M$550M 202220232024 $357M $509M ▲ +42.4%
Year Plans Participants Total Assets
2022 2 2,507 $357M
2023 2 3,133 $431M
2024 2 3,659 $509M

Nearby Defined Benefit (Pension) Plans in Florida

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

Carnival Qualified Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Carnival Qualified Retirement Plan, Total assets ($B): 0.009986811 · Participants: 111Carnival Qualified Retirement PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Carnival Qualified Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Carnival Qualified Retirement Plan side-by-side with 3 peers →

Carnival Qualified Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local 441 Supplemental Pension Plan in TN ($10M); by covered participants it is Ashcroft Inc. Retirement Plan for Union Employees in CT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Carnival Qualified Retirement Plan assets move in 2022? ▼
Carnival Qualified Retirement Plan declined sharply - down 19.0% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Carnival Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnival Corporation's sponsor-wide assets grew 42.4%, from $357M to $509M.
Which Defined Benefit (Pension) plans are similar in size to Carnival Qualified Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local 441 Supplemental Pension Plan in TN ($10M, 295 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carnival Qualified Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ashcroft Inc. Retirement Plan for Union Employees in CT (111 participants, $20M 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 591562976.

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.