Defined Benefit (Pension) · DOL Form 5500 · 2023

Carrier Global Corporation Pension Plan

Data updated 2026-08-25

$223M
Total assets Near avg plan size
1,437
Participants Near avg headcount
95th
Percentile by assets National rank
$155,317
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carrier Represented Employee Pension Plan · Sponsored by Carrier Global Corporation · Florida · Manufacturing

$223M in assets, 1,437 participants

Carrier Global Corporation's Carrier Represented Employee Pension Plan reported $223M in total assets and 1,437 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,293 in Manufacturing (18,722 peers)

Coverage in Florida

Carrier Represented Employee Pension Plan covers 1,437 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $223M.

#17,293
in Manufacturing (18,722 peers)
+13.0%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Carrier Represented Employee Pension Plan's outsized position by total assets

Carrier Represented Employee Pension Plan vs every filed plan by assets

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

$223,190,048 Top 5% higher than 95% 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

Carrier Represented Employee Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrier Represented Employee Pension Plan lands in the large band (1,437 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrier Represented Employee Pension Plan reported net income rose from -$103M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Carrier Represented Employee Pension Plan end-of-year assets rose from $197M in the plan year 2022 filing to $223M in the plan year 2023 filing.
  • Carrier Represented Employee Pension Plan reported participants fell from 1,603 in the plan year 2022 filing to 1,437 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 834051582 · Carrier Global Corporation PY 2023 · Defined Benefit (Pension)

Carrier Represented Employee Pension Plan · $223M · 1,437 · 95th

  • IND $223M
  • IND 1,437
  • IND 95th
  • IND Defined Benefit (Pension)
  • IND near Mcwane Pension Plan for Salaried Employees
  • IND ind #17293

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 Florida →

Carrier Represented Employee Pension Plan in the asset neighbourhood

Carrier Represented Employee Pension PlanCarrier Represented Employee…$223MMcwane Pension Plan for Salaried EmployeesMcwane Pension Plan for Sala…$223MRevvity, Inc. Employees Retirement PlanRevvity, Inc. Employees Reti…$223MShaws Supermarkets, Inc. Pension Plan for Union EmployeesShaws Supermarkets, Inc. Pen…$223MPension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating CompaniesPension Plan for Non-Bargain…$223M
End-of-year total assets ($M) among Carrier Represented Employee Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$223M
Net Income$26M
Employer EIN834051582
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrier Global Corporation)

Sponsor-wide plan assets over time

All Carrier Global Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 67.29034066022686% vs 2022
2024 filing year
$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $0.73B $1.21B ▲ +65.8%
Year Plans Participants Total Assets
2022 2 13,276 $725M
2023 2 13,565 $1.0B
2024 2 13,602 $1.2B

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carrier Represented Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246810 Total assets ($B) Participants Carrier Represented Employee Pension Plan, Total assets ($B): 0.223190048 · Participants: 1437Carrier Represented Employee Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Carrier Represented Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Carrier Represented Employee Pension Plan side-by-side with 3 peers →

Carrier Represented Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Mcwane Pension Plan for Salaried Employees in AL ($223M); by covered participants it is Bfi Retirement Plan in AZ (1,438 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,437 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 Carrier Represented Employee Pension Plan assets move in 2023? ▼
Carrier Represented Employee Pension Plan grew at a solid clip - up 13.0% during 2023, from $197M to $223M. Reported net income was $26M.
How have Carrier Global Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrier Global Corporation's sponsor-wide assets grew 67.3%, from $725M to $1.2B.
Where does Carrier Represented Employee Pension Plan rank by assets among Form 5500 filers? ▼
Carrier Represented Employee Pension Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Carrier Represented Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mcwane Pension Plan for Salaried Employees in AL ($223M, 119 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carrier Represented Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bfi Retirement Plan in AZ (1,438 participants, $171M 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 834051582.

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.