401(k) · DOL Form 5500 · 2023

Carley Foundry, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
189
Participants Below avg headcount
70th
Percentile by assets National rank
$91,803
Avg per participant Below avg balance/head
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Official DOL plan name: Carley Foundry, Inc. 401(k) Retirement Plan and Trust · Sponsored by Carley Foundry, Inc. · Minnesota · Manufacturing

$17M in assets, 189 participants

Carley Foundry, Inc.'s Carley Foundry, Inc. 401(k) Retirement Plan and Trust reported $17M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,070 in Manufacturing (18,722 peers)

Coverage in Minnesota

Carley Foundry, Inc. 401(k) Retirement Plan and Trust covers 189 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.

#11,070
in Manufacturing (18,722 peers)
+17.8%
assets growth YoY

Carley Foundry, Inc. 401(k) Retirement Plan and Trust's outsized position by total assets

Carley Foundry, Inc. 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$17,350,793 Top 30% higher than 70% 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

Carley Foundry, Inc. 401(k) Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carley Foundry, Inc. 401(k) Retirement Plan and Trust sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carley Foundry, Inc. 401(k) Retirement Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carley Foundry, Inc. 401(k) Retirement Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Carley Foundry, Inc. 401(k) Retirement Plan and Trust reported participants fell from 201 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410914106 · Carley Foundry, Inc. PY 2023 · 401(k)

Carley Foundry, Inc. 401(k) Retirement Plan and Trust · $17M · 189 · 70th

  • EOY $17M
  • EOY 189
  • EOY 70th
  • EOY 401(k)
  • EOY near Catalyst Family 401(k) Plan
  • EOY ind #11070

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 Minnesota →

Carley Foundry, Inc. 401(k) Retirement Plan and Trust in the asset neighbourhood

Carley Foundry, Inc. 401(k) Retirement Plan and TrustCarley Foundry, Inc. 401(k) …$17MCatalyst Family 401(k) Plan$17MLeague of Conservation Voters, Inc. 401(k) PlanLeague of Conservation Voter…$17MRed Stone Equity Partners, LLC 401(k) PlanRed Stone Equity Partners, L…$17MLandmark Properties Real Estate Partners, LLC 401(k) PlanLandmark Properties Real Est…$17M
End-of-year total assets ($M) among Carley Foundry, Inc. 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN410914106
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carley Foundry, Inc.)

Sponsor-wide plan assets over time

All Carley Foundry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 35.06142839322153% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $19.9M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 201 $15M
2023 1 189 $17M
2024 1 193 $20M

Nearby 401(k) Plans in Minnesota

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

Carley Foundry, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Carley Foundry, Inc. 401(k) Retirement Plan and Trust, Total assets ($B): 0.017350793 · Participants: 189Carley Foundry, Inc. 401(k) Retirement Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Carley Foundry, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Carley Foundry, Inc. 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Carley Foundry, Inc. 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Catalyst Family 401(k) Plan in CA ($17M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

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 Carley Foundry, Inc. 401(k) Retirement Plan and Trust assets move in 2023? ▼
Carley Foundry, Inc. 401(k) Retirement Plan and Trust grew sharply - up 17.8% during 2023, from $15M to $17M. Reported net income was $3M.
How have Carley Foundry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carley Foundry, Inc.'s sponsor-wide assets grew 35.1%, from $15M to $20M.
Which 401(k) plans are similar in size to Carley Foundry, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Catalyst Family 401(k) Plan in CA ($17M, 971 participants).
Which 401(k) plans cover a similar participant headcount to Carley Foundry, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants, N/A 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 410914106.

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.