401(k) · DOL Form 5500 · 2022
Carlisle Etcetera LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $82,692
- Avg per participant Below avg balance/head
Official DOL plan name: Carlisle Etcetera LLC 401(k) Plan · Sponsored by Carlisle Etcetera LLC · New York · Wholesale Trade
$6M in assets, 73 participants
Carlisle Etcetera LLC's Carlisle Etcetera LLC 401(k) Plan reported $6M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #2,950 in Wholesale Trade (6,843 peers)
Carlisle Etcetera LLC multi-year trail
Carlisle Etcetera LLC's plans moved +12.5% in assets from 2022 to 2024; this filing shows Carlisle Etcetera LLC 401(k) Plan at $6M / 73 participants.
- #2,950
- in Wholesale Trade (6,843 peers)
- -29.1%
- 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.
Carlisle Etcetera LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Carlisle Etcetera LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,036,511 Top 46% higher than 54% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carlisle Etcetera LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlisle Etcetera LLC 401(k) Plan is a small filing (73 participants) on this national headcount ladder.
DOL schedule card
Filing strip 455022305 · Carlisle Etcetera LLC PY 2022 · 401(k)
Carlisle Etcetera LLC 401(k) Plan · $6M · 73 · 54th
- ASSETS $6M
- PCT 73
- EIN 54th
- RANK 401(k)
- PHOTO near True Industries, Inc. Profit Sharing Plan
- IND ind #2950
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 Wholesale Trade retirement plans → · Plans in New York →
Carlisle Etcetera LLC 401(k) Plan in the asset neighbourhood
Carlisle Etcetera LLC multi-year asset trail
Sponsor-wide plan assets over time
All Carlisle Etcetera LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 12.517528751293586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $6M |
| 2023 | 1 | 62 | $7M |
| 2024 | 1 | 65 | $7M |
Carlisle Etcetera LLC filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 455022305 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Carlisle Etcetera LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is True Industries, Inc. Profit Sharing Plan in OH ($6M); by covered participants it is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (73 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.