401(k) · DOL Form 5500 · 2023

Carus LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
70
Participants Small participant base
58th
Percentile by assets National rank
$142,129
Avg per participant Near avg balance/head
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Official DOL plan name: Carus Capital Accumulation 401(k) Plan for Bargaining Employees · Sponsored by Carus LLC · Illinois · Manufacturing

$10M in assets, 70 participants

Carus LLC's Carus Capital Accumulation 401(k) Plan for Bargaining Employees reported $10M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,362 in Manufacturing (18,722 peers)

Carus LLC multi-year trail

Carus LLC's plans moved +23.3% in assets from 2022 to 2024; this filing shows Carus Capital Accumulation 401(k) Plan for Bargaining Employees at $10M / 70 participants.

#8,362
in Manufacturing (18,722 peers)
+17.6%
assets growth YoY

Carus Capital Accumulation 401(k) Plan for Bargaining Employees's mid-pack asset rank among Manufacturing and all filers

Carus Capital Accumulation 401(k) Plan for Bargaining Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,949,013 Top 42% higher than 58% of 127,068 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 2023

Carus Capital Accumulation 401(k) Plan for Bargaining Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carus Capital Accumulation 401(k) Plan for Bargaining Employees is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carus Capital Accumulation 401(k) Plan for Bargaining Employees reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Carus Capital Accumulation 401(k) Plan for Bargaining Employees end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Carus Capital Accumulation 401(k) Plan for Bargaining Employees reported participants rose from 66 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 360877400 · Carus LLC PY 2023 · 401(k)

Carus Capital Accumulation 401(k) Plan for Bargaining Employees · $10M · 70 · 58th

  • RANK $10M
  • PHOTO 70
  • IND 58th
  • EOY 401(k)
  • 5500 near Rb Royal Industries, Inc. Employees Profit Sharing Plan
  • ASSETS ind #8362

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 Illinois →

Carus Capital Accumulation 401(k) Plan for Bargaining Employees in the asset neighbourhood

Carus Capital Accumulation 401(k) Plan for Bargaining EmployeesCarus Capital Accumulation 4…$10MRb Royal Industries, Inc. Employees Profit Sharing PlanRb Royal Industries, Inc. Em…$10MCo-Op 401(k) Plan$10MCommunity Labor Administrative Services, Inc. 401(k) Profit Sharing PlanCommunity Labor Administrati…$10MAllan Gerke & Sons, Inc. 401(k) PlanAllan Gerke & Sons, Inc. 401…$10M
End-of-year total assets ($M) among Carus Capital Accumulation 401(k) Plan for Bargaining Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carus LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carus LLC plans reported in each filing year

Latest sponsor-wide plan assets
$62M 23.329214096142213% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.2M $61.9M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 225 $50M
2023 2 235 $58M
2024 2 230 $62M

Carus LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN360877400
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Carus Capital Accumulation 401(k) Plan for Bargaining Employees vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Carus Capital Accumulation 401(k) Plan for Bargaining Employees, Total assets ($B): 0.009949013 · Participants: 70Carus Capital Accumulation 401(k) Plan for Bargaining EmployeesAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Carus Capital Accumulation 401(k) Plan for Bargaining Employees vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carus Capital Accumulation 401(k) Plan for Bargaining Employees side-by-side with 3 peers →

Carus Capital Accumulation 401(k) Plan for Bargaining Employees's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rb Royal Industries, Inc. Employees Profit Sharing Plan in WI ($10M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carus Capital Accumulation 401(k) Plan for Bargaining Employees assets move in 2023? ▼
Carus Capital Accumulation 401(k) Plan for Bargaining Employees grew sharply - up 17.6% during 2023, from $8M to $10M. Reported net income was $1M.
How have Carus LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carus LLC's sponsor-wide assets grew 23.3%, from $50M to $62M.
Which 401(k) plans are similar in size to Carus Capital Accumulation 401(k) Plan for Bargaining Employees? ▼
Among 401(k) plans in other states, the closest by assets is Rb Royal Industries, Inc. Employees Profit Sharing Plan in WI ($10M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Carus Capital Accumulation 401(k) Plan for Bargaining Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 360877400.

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.