401(k) · DOL Form 5500 · 2023
Carlisle, LLC 401(k) Plan
Data updated 2026-08-25
- $829M
- Total assets Above avg plan size
- 6,890
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $120,380
- Avg per participant Near avg balance/head
Official DOL plan name: Carlisle, LLC Employee Incentive Savings Plan · Sponsored by Carlisle, LLC · Arizona · Manufacturing
$829M in assets, 6,890 participants
Carlisle, LLC's Carlisle, LLC Employee Incentive Savings Plan reported $829M in total assets and 6,890 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #18,181 in Manufacturing (18,722 peers)
Coverage in Arizona
Carlisle, LLC Employee Incentive Savings Plan covers 6,890 participants in Arizona, 12x the typical Arizona plan (state average ~564 per filing). Assets: $829M.
- #18,181
- in Manufacturing (18,722 peers)
- +13.0%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
Carlisle, LLC Employee Incentive Savings Plan's outsized position by total assets
Carlisle, LLC Employee Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$829,416,386 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carlisle, LLC Employee Incentive Savings 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. Carlisle, LLC Employee Incentive Savings Plan lands in the large band (6,890 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carlisle, LLC Employee Incentive Savings Plan reported net income rose from -$210M in the plan year 2022 filing to $112M in the plan year 2023 filing.
- Carlisle, LLC Employee Incentive Savings Plan end-of-year assets rose from $734M in the plan year 2022 filing to $829M in the plan year 2023 filing.
- Carlisle, LLC Employee Incentive Savings Plan reported participants rose from 6,689 in the plan year 2022 filing to 6,890 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 230457510 · Carlisle, LLC PY 2023 · 401(k)
Carlisle, LLC Employee Incentive Savings Plan · $829M · 6,890 · 98th
- EIN $829M
- RANK 6,890
- PHOTO 98th
- IND 401(k)
- EOY near Mdu Resources Group, Inc. 401(k) Retirement Plan
- 5500 ind #18181
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 Arizona →
Carlisle, LLC Employee Incentive Savings Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $734M |
|---|---|
| Net Assets (End of Year) | $829M |
| Net Income | $112M |
| Employer EIN | 230457510 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlisle, LLC)
Sponsor-wide plan assets over time
All Carlisle, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $928M 8.827706932961418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,000 | $853M |
| 2023 | 2 | 7,167 | $944M |
| 2024 | 2 | 6,274 | $928M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Scale composition for Carlisle, LLC Employee Incentive Savings Plan
Carlisle, LLC Employee Incentive Savings Plan reports $829M in end-of-year assets across 6,890 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $120,380 per participant (87% of the national average assets-per-participant) . Net income for plan year 2023 was $112M.
This plan identity (EIN 230457510, plan #019) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $734M to $870M (+18.5%) while covered participants moved from 6,689 to 6,033 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,689 | $734M | Open filing |
| 2023 | 6,890 | $829M | This page |
| 2024 · index core | 6,033 | $870M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carlisle, LLC Employee Incentive Savings Plan (401(k), $870M, 6,033 participants)
Carlisle, LLC Employee Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Mdu Resources Group, Inc. 401(k) Retirement Plan in ND ($830M); by covered participants it is Black & Veatch Retirement Program in KS (6,890 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($829M here).
- Mdu Resources Group, Inc. 401(k) Retirement Plan (ND) $830M · 8,551
- Live Nation Entertainment, Inc. 401(k) Savings Plan (CA) $828M · 8,285
- Komatsu Mining Corp. Retirement Savings Plan (WI) $828M · 3,738
- Altec, Inc. Retirement Savings Plan (AL) $828M · 9,289
Similar participant headcount
Nearest other-state filings by covered participants (6,890 participants); asset peers above are excluded.
- Black & Veatch Retirement Program (KS) 6,890 · 0 off
- The Christ Hospital 403(b) Retirement Savings Plan (OH) 6,885 · 5 off
- Eduserve/Csusa Retirement Plan (FL) 6,884 · 6 off
- Lucid Motors 401(k) Plan (CA) 6,883 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.