401(k) · DOL Form 5500 · 2023
Carlisle, LLC 401(k) Plan
Data updated 2026-08-11
- $829M
- Total assets
- 6,890
- Participants
- 98th
- Percentile by assets
- $120,380
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $829M
- total plan assets (2023 EOY)
- 6,890
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $120,380
- avg assets per participant
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.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Carlisle, LLC Employee Incentive Savings Plan reports 6,890 participants - 12x that state average ($829M EOY assets).
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)
| 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.
Carlisle, LLC Employee Incentive Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carlisle, LLC Employee Incentive Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Carlisle, LLC Employee Incentive Savings Plan assets move in 2023? ▼
How have Carlisle, LLC plan assets changed over time? ▼
Where does Carlisle, LLC Employee Incentive Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Carlisle, LLC Employee Incentive Savings…
Filing takeaways
Ways to act on Carlisle, LLC Employee Incentive Savings Plan's numbers.
- By total assets, Carlisle, LLC Employee Incentive Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- Carlisle, LLC's sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Manufacturing plans