Defined Benefit (Pension) · DOL Form 5500 · 2023

Carrier Global Corporation Pension Plan

Data updated 2026-08-11

$223M
Total assets
1,437
Participants
95th
Percentile by assets
$155,317
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$223M
total plan assets (2023 EOY)
1,437
covered participants
95th
percentile by assets (of 127,072 plans)
$155,317
avg assets per participant

Where Carrier Represented Employee Pension Plan sits 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 $2,010,000,000 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

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 →

State
Florida
Industry
Manufacturing

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Carrier Represented Employee Pension Plan reports 1,437 participants - 2.3x that state average ($223M EOY assets).

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)

$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $0.73B $1.21B ▲ +65.8%
Total plan assets by year, all Carrier Global Corporation plans on file
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 ($B) Participants Carrier Represented …, Total assets ($B): 0.223190048 · Participants: 1437Carrier Represented …L3harris Technologie…, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologie…Nextera Energy, Inc.…, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc.…Csx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulat…, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulat…Retirement Benefit A…, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit A…
Carrier Represented Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Carrier Represented Employee Pension Pla… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Carrier Represented Employee Pension Plan by total assets, not by location.

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).

Next read for Carrier Represented Employee Pension Pla…

Filing takeaways

Ways to act on Carrier Represented Employee Pension Plan's numbers.

  • By total assets, Carrier Represented Employee Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Florida. Compare plans
  • Carrier Global Corporation's sponsor-wide assets have grown 67.3% since 2022 across 3 plan years on file. More Manufacturing plans

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.