401(k) · DOL Form 5500 · 2022

Carley Foundry, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
201
Participants Below avg headcount
72nd
Percentile by assets National rank
$73,304
Avg per participant Below avg balance/head
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Official DOL plan name: Carley Foundry, Inc. 401(k) Retirement Plan and Trust · Sponsored by Carley Foundry, Inc. · Minnesota · Manufacturing

$15M in assets, 201 participants

Carley Foundry, Inc.'s Carley Foundry, Inc. 401(k) Retirement Plan and Trust reported $15M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,672 in Manufacturing (20,602 peers)

Coverage in Minnesota

Carley Foundry, Inc. 401(k) Retirement Plan and Trust covers 201 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#12,672
in Manufacturing (20,602 peers)
-16.5%
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.

Carley Foundry, Inc. 401(k) Retirement Plan and Trust's outsized position by total assets

Carley Foundry, Inc. 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$14,734,066 Top 28% higher than 72% 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

Carley Foundry, Inc. 401(k) Retirement 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. Carley Foundry, Inc. 401(k) Retirement Plan and Trust sits mid-pack in the medium band (201 participants).

Form 5500 schedule snapshot

Filing strip 410914106 · Carley Foundry, Inc. PY 2022 · 401(k)

Carley Foundry, Inc. 401(k) Retirement Plan and Trust · $15M · 201 · 72nd

  • RANK $15M
  • RANK 201
  • RANK 72nd
  • RANK 401(k)
  • RANK near Airbiquity 401(k) Plan
  • RANK ind #12672

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 Manufacturing retirement plans → · Plans in Minnesota →

Carley Foundry, Inc. 401(k) Retirement Plan and Trust in the asset neighbourhood

Scheid Vineyards California Inc. 401(k) PlanScheid Vineyards California …$15MCarley Foundry, Inc. 401(k) Retirement Plan and TrustCarley Foundry, Inc. 401(k) …$15MAirbiquity 401(k) Plan$15MSwartley Bros. Engineers, Inc. Employee Profit Sharing PlanSwartley Bros. Engineers, In…$15MMbo Partners, Inc. Corporate 401(k) PlanMbo Partners, Inc. Corporate…$15M
End-of-year total assets ($M) among Carley Foundry, Inc. 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN410914106
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carley Foundry, Inc.)

Sponsor-wide plan assets over time

All Carley Foundry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 35.06142839322153% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $19.9M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 201 $15M
2023 1 189 $17M
2024 1 193 $20M

Nearby 401(k) Plans in Minnesota

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

Carley Foundry, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Carley Foundry, Inc. 401(k) Retirement Plan and Trust, Total assets ($B): 0.014734066 · Participants: 201Carley Foundry, Inc. 401(k) Retirement Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Carley Foundry, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Carley Foundry, Inc. 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Carley Foundry, Inc. 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Airbiquity 401(k) Plan in WA ($15M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Carley Foundry, Inc. 401(k) Retirement Plan and Trust assets move in 2022? ▼
Carley Foundry, Inc. 401(k) Retirement Plan and Trust declined sharply - down 16.5% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Carley Foundry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carley Foundry, Inc.'s sponsor-wide assets grew 35.1%, from $15M to $20M.
Which 401(k) plans are similar in size to Carley Foundry, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Airbiquity 401(k) Plan in WA ($15M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Carley Foundry, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants, N/A 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 410914106.

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.