401(k) · DOL Form 5500 · 2022

The Carlstar Group LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
1,361
Participants Near avg headcount
90th
Percentile by assets National rank
$46,809
Avg per participant Low balance/head
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Official DOL plan name: The Carlstar Group LLC 401(k) Plan · Sponsored by The Carlstar Group LLC · Tennessee · Manufacturing

$64M in assets, 1,361 participants

The Carlstar Group LLC's The Carlstar Group LLC 401(k) Plan reported $64M in total assets and 1,361 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,511 in Manufacturing (20,602 peers)

Where The Carlstar Group LLC 401(k) Plan sits by assets

The Carlstar Group LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $64M for 1,361 participants (~$46,809/participant), down 17.1% in 2022.

#17,511
in Manufacturing (20,602 peers)
-17.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Carlstar Group LLC 401(k) Plan's outsized position by total assets

The Carlstar Group LLC 401(k) Plan vs every filed plan by assets

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

$63,707,315 Top 10% higher than 90% 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

The Carlstar Group LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Carlstar Group LLC 401(k) Plan lands in the large band (1,361 participants).

DOL schedule card

Filing strip 383918236 · The Carlstar Group LLC PY 2022 · 401(k)

The Carlstar Group LLC 401(k) Plan · $64M · 1,361 · 90th

  • PCT $64M
  • EIN 1,361
  • RANK 90th
  • PHOTO 401(k)
  • IND near Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan
  • EOY ind #17511

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 Tennessee →

The Carlstar Group LLC 401(k) Plan in the asset neighbourhood

Davis Selected Advisers, L.P. 401(k) PlanDavis Selected Advisers, L.P…$64MThe Carlstar Group LLC 401(k) PlanThe Carlstar Group LLC 401(k…$64MGelfand, Rennert & Feldman 401(k) Profit Sharing PlanGelfand, Rennert & Feldman 4…$64MDolese Bros. Co. 401(k) Employees Savings Incentive PlanDolese Bros. Co. 401(k) Empl…$64MMichigan Healthcare Professionals, P.C. 401(k) Plan and TrustMichigan Healthcare Professi…$64M
End-of-year total assets ($M) among The Carlstar Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$64M
Net Income-$13M
Employer EIN383918236
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Carlstar Group LLC)

Sponsor-wide plan assets over time

All The Carlstar Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$69M 8.207358919458464% vs 2022
2024 filing year
$62M$64M$66M$68M$70M 202220232024 $63.7M $68.9M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 1,361 $64M
2023 1 1,354 $66M
2024 1 1,038 $69M

Nearby 401(k) Plans in Tennessee

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

The Carlstar Group LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Carlstar Group LLC 401(k) Plan, Total assets ($B): 0.063707315 · Participants: 1361The Carlstar Group LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
The Carlstar Group LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Carlstar Group LLC 401(k) Plan side-by-side with 3 peers →

The Carlstar Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan in CA ($64M); by covered participants it is Entrust Corporation Employee Investment Plan in MN (1,361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,361 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 The Carlstar Group LLC 401(k) Plan assets move in 2022? ▼
The Carlstar Group LLC 401(k) Plan declined sharply - down 17.1% during 2022, from $77M to $64M. Reported net income was -$13M.
How have The Carlstar Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Carlstar Group LLC's sponsor-wide assets grew 8.2%, from $64M to $69M.
Where does The Carlstar Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Carlstar Group LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Carlstar Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan in CA ($64M, 639 participants).
Which 401(k) plans cover a similar participant headcount to The Carlstar Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Entrust Corporation Employee Investment Plan in MN (1,361 participants, $367M 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 383918236.

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.