401(k) · DOL Form 5500 · 2022

Carlin Group Holdco 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
270
Participants Below avg headcount
68th
Percentile by assets National rank
$43,100
Avg per participant Low balance/head
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Official DOL plan name: Ca Carlin 401(k) Plan · Sponsored by Carlin Group Holdco · Illinois · Wholesale Trade

$12M in assets, 270 participants

Carlin Group Holdco's Ca Carlin 401(k) Plan reported $12M in total assets and 270 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,188 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Ca Carlin 401(k) Plan covers 270 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $12M.

#4,188
in Wholesale Trade (6,843 peers)
-$228K
reported net income

The plan reported a net loss of $228K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ca Carlin 401(k) Plan's outsized position by total assets

Ca Carlin 401(k) Plan vs every filed plan by assets

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

$11,636,921 Top 32% higher than 68% 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

Ca Carlin 401(k) 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. Ca Carlin 401(k) Plan sits mid-pack in the medium band (270 participants).

Published 5500 schedule card

Filing strip 832787864 · Carlin Group Holdco PY 2022 · 401(k)

Ca Carlin 401(k) Plan · $12M · 270 · 68th

  • ASSETS $12M
  • ASSETS 270
  • ASSETS 68th
  • ASSETS 401(k)
  • ASSETS near Avb Bank 401(k) Profit Sharing Plan
  • ASSETS ind #4188

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 Illinois →

Ca Carlin 401(k) Plan in the asset neighbourhood

Ca Carlin 401(k) Plan$12MAvb Bank 401(k) Profit Sharing PlanAvb Bank 401(k) Profit Shari…$12MCalvert Masonry, Inc. Employee Stock Ownership and Savings PlanCalvert Masonry, Inc. Employ…$12MTown & Country Linen Corporation 401(k) Retirement Savings PlanTown & Country Linen Corpora…$12MCaldera Engineering 401(k) PlanCaldera Engineering 401(k) P…$12M
End-of-year total assets ($M) among Ca Carlin 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$12M
Net Income-$228K
Employer EIN832787864
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlin Group Holdco)

Sponsor-wide plan assets over time

All Carlin Group Holdco plans reported in each filing year

Latest sponsor-wide plan assets
$17M 49.301933045691385% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.6M $17.4M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 270 $12M
2023 1 287 $15M
2024 1 339 $17M

Nearby 401(k) Plans in Illinois

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

Ca Carlin 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ca Carlin 401(k) Plan, Total assets ($B): 0.011636921 · Participants: 270Ca Carlin 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Ca Carlin 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ca Carlin 401(k) Plan side-by-side with 3 peers →

Ca Carlin 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Avb Bank 401(k) Profit Sharing Plan in OK ($12M); by covered participants it is Maxair Mechanical 401(k) Plan in GA (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 have Carlin Group Holdco plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlin Group Holdco's sponsor-wide assets grew 49.3%, from $12M to $17M.
Which 401(k) plans are similar in size to Ca Carlin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avb Bank 401(k) Profit Sharing Plan in OK ($12M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Ca Carlin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maxair Mechanical 401(k) Plan in GA (270 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 832787864.

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.