Other · DOL Form 5500 · 2022

Carillon, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
279
Participants Below avg headcount
26th
Percentile by assets National rank
$4,007
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carillon, Inc. Employee Savings Plan · Sponsored by Carillon, Inc. · Texas · Healthcare & Social Assistance

$1M in assets, 279 participants

Carillon, Inc.'s Carillon, Inc. Employee Savings Plan reported $1M in total assets and 279 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,777 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Carillon, Inc. Employee Savings Plan covers 279 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $1M.

#4,777
in Healthcare & Social Assistance (20,060 peers)
+6.3%
assets growth YoY

Carillon, Inc. Employee Savings Plan among the smaller filed plans by assets

Carillon, Inc. Employee Savings Plan vs every filed plan by assets

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

$1,117,999 26th percentile higher than 26% 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

Carillon, Inc. Employee 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. Carillon, Inc. Employee Savings Plan sits mid-pack in the medium band (279 participants).

DOL schedule card

Filing strip 742070670 · Carillon, Inc. PY 2022 · Other

Carillon, Inc. Employee Savings Plan · $1M · 279 · 26th

  • PHOTO $1M
  • IND 279
  • EOY 26th
  • 5500 Other
  • ASSETS near Goddard House Retirement Plan
  • PCT ind #4777

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Carillon, Inc. Employee Savings Plan in the asset neighbourhood

Carillon, Inc. Employee Savings PlanCarillon, Inc. Employee Savi…$1MGoddard House Retirement Plan$1MAcr Health 403(b) Plan$1MWashington Healthcare Strategies Inc Profit Sharing Plan and TrustWashington Healthcare Strate…$1MBrit Media Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Carillon, Inc. Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$66K
Employer EIN742070670
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carillon, Inc.)

Sponsor-wide plan assets over time

All Carillon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$979K 12.39992164572598% vs 2022
2024 filing year
$0.95M$1M$1.05M$1.1M$1.15M 202220232024 $1.12M $0.98M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 279 $1M
2023 1 234 $1M
2024 1 260 $979K

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Carillon, Inc. Employee Savings Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Carillon, Inc. Employee Savings Plan, Total assets ($B): 0.001117999 · Participants: 279Carillon, Inc. Employee Savings PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Carillon, Inc. Employee Savings Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Carillon, Inc. Employee Savings Plan side-by-side with 3 peers →

Carillon, Inc. Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Goddard House Retirement Plan in MA ($1M); by covered participants it is Philadelphia Fight 403(b) Defined Contribution Plan in PA (279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Carillon, Inc. Employee Savings Plan assets move in 2022? ▼
Carillon, Inc. Employee Savings Plan grew at a solid clip - up 6.3% during 2022, from $1M to $1M. Reported net income was $66K.
How have Carillon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carillon, Inc.'s sponsor-wide assets declined 12.4%, from $1M to $979K.
Which Other plans are similar in size to Carillon, Inc. Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Goddard House Retirement Plan in MA ($1M, 120 participants).
Which Other plans cover a similar participant headcount to Carillon, Inc. Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Philadelphia Fight 403(b) Defined Contribution Plan in PA (279 participants, $10M 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 742070670.

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.