401(k) · DOL Form 5500 · 2022

Carlisle Medical, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
124
Participants Small participant base
42nd
Percentile by assets National rank
$25,712
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carlisle Medical, Inc. 401(k) Savings Plan · Sponsored by Carlisle Medical, Inc. · Alabama · Retail Trade

$3M in assets, 124 participants

Carlisle Medical, Inc.'s Carlisle Medical, Inc. 401(k) Savings Plan reported $3M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,854 in Retail Trade (9,519 peers)

Coverage in Alabama

Carlisle Medical, Inc. 401(k) Savings Plan covers 124 participants in Alabama, about 34% of the average Alabama filer (state average ~360 per filing). Assets: $3M.

#4,854
in Retail Trade (9,519 peers)
-14.4%
assets change YoY

The plan reported a net loss of $529K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlisle Medical, Inc. 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers

Carlisle Medical, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$3,188,311 42nd percentile higher than 42% 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

Carlisle Medical, Inc. 401(k) Savings 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. Carlisle Medical, Inc. 401(k) Savings Plan sits mid-pack in the medium band (124 participants).

DOL schedule card

Filing strip 630890498 · Carlisle Medical, Inc. PY 2022 · 401(k)

Carlisle Medical, Inc. 401(k) Savings Plan · $3M · 124 · 42nd

  • SCH $3M
  • SCH 124
  • SCH 42nd
  • SCH 401(k)
  • SCH near Z Line Kitchen and Bath LLC 401(k) Profit Sharing Plan and Trust
  • SCH ind #4854

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 Retail Trade retirement plans → · Plans in Alabama →

Carlisle Medical, Inc. 401(k) Savings Plan in the asset neighbourhood

Carlisle Medical, Inc. 401(k) Savings PlanCarlisle Medical, Inc. 401(k…$3MZ Line Kitchen and Bath LLC 401(k) Profit Sharing Plan and TrustZ Line Kitchen and Bath LLC …$3MWindward Auto Group LLC Retirement Savings PlanWindward Auto Group LLC Reti…$3MBassett Creek Services, Inc. 401(k) PlanBassett Creek Services, Inc.…$3MSheridan Community Hospital 401(k) PlanSheridan Community Hospital …$3M
End-of-year total assets ($M) among Carlisle Medical, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$529K
Employer EIN630890498
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlisle Medical, Inc.)

Sponsor-wide plan assets over time

All Carlisle Medical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.894852791964148% vs 2022
2024 filing year
$3M$3.5M$4M 202220232024 $3.19M $3.89M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 124 $3M
2023 1 122 $4M
2024 1 120 $4M

Nearby 401(k) Plans in Alabama

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

Carlisle Medical, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Carlisle Medical, Inc. 401(k) Savings Plan, Total assets ($B): 0.003188311 · Participants: 124Carlisle Medical, Inc. 401(k) Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Carlisle Medical, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Carlisle Medical, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Carlisle Medical, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Z Line Kitchen and Bath LLC 401(k) Profit Sharing Plan and Trust in NV ($3M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Carlisle Medical, Inc. 401(k) Savings Plan assets move in 2022? ▼
Carlisle Medical, Inc. 401(k) Savings Plan pulled back noticeably - down 14.4% during 2022, from $4M to $3M. Reported net income was -$529K.
How have Carlisle Medical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlisle Medical, Inc.'s sponsor-wide assets grew 21.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Carlisle Medical, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Z Line Kitchen and Bath LLC 401(k) Profit Sharing Plan and Trust in NV ($3M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Carlisle Medical, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants, $9M 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 630890498.

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.