Defined Benefit (Pension) · DOL Form 5500 · 2023

Carlisle LLC Pension Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
277
Participants Below avg headcount
92nd
Percentile by assets National rank
$414,286
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Carlisle LLC · Sponsored by Carlisle LLC · Arizona · Manufacturing

$115M in assets, 277 participants

Carlisle LLC's Retirement Plan for Employees of Carlisle LLC reported $115M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,470 in Manufacturing (18,722 peers)

Coverage in Arizona

Retirement Plan for Employees of Carlisle LLC covers 277 participants in Arizona, about 49% of the average Arizona filer (state average ~564 per filing). Assets: $115M.

#16,470
in Manufacturing (18,722 peers)
-3.1%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Carlisle LLC's outsized position by total assets

Retirement Plan for Employees of Carlisle LLC vs every filed plan by assets

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

$114,757,242 Top 8% higher than 92% 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

Retirement Plan for Employees of Carlisle LLC 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. Retirement Plan for Employees of Carlisle LLC sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Carlisle LLC reported net income rose from -$31M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Retirement Plan for Employees of Carlisle LLC reported participants fell from 311 in the plan year 2022 filing to 277 in the plan year 2023 filing.
  • Retirement Plan for Employees of Carlisle LLC end-of-year assets fell from $118M in the plan year 2022 filing to $115M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 230457510 · Carlisle LLC PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Carlisle LLC · $115M · 277 · 92nd

  • VS-ST $115M
  • VS-ST 277
  • VS-ST 92nd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Treasurers and Ticket Sellers Local 751 Pension Fund
  • VS-ST ind #16470

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 →

Retirement Plan for Employees of Carlisle LLC in the asset neighbourhood

Hawkeye Pension Plan$115MHoughton Mifflin Retirement PlanHoughton Mifflin Retirement …$115MRetirement Plan for Employees of Carlisle LLCRetirement Plan for Employee…$115MTreasurers and Ticket Sellers Local 751 Pension FundTreasurers and Ticket Seller…$115MCommonwealth Rolled Products, Inc. Hourly Employees Pension PlanCommonwealth Rolled Products…$114M
End-of-year total assets ($M) among Retirement Plan for Employees of Carlisle LLC and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$115M
Net Income-$4M
Employer EIN230457510
Plan Effective Date1944-10-31
Filing StatusFILING 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
$800M$850M$900M$950M$1,000M 202220232024 $853M $928M ▲ +8.8%
Year Plans Participants Total Assets
2022 2 7,000 $853M
2023 2 7,167 $944M
2024 2 6,274 $928M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Retirement Plan for Employees of Carlisle LLC vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Retirement Plan for Employees of Carlisle LLC, Total assets ($B): 0.114757242 · Participants: 277Retirement Plan for Employees of Carlisle LLCPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Retirement Plan for Employees of Carlisle LLC vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Retirement Plan for Employees of Carlisle LLC side-by-side with 3 peers →

Retirement Plan for Employees of Carlisle LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Treasurers and Ticket Sellers Local 751 Pension Fund in NY ($115M); by covered participants it is Defined Benefit Retirement Plan for Dartmouth College Staff in NH (276 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Retirement Plan for Employees of Carlisle LLC assets move in 2023? ▼
Retirement Plan for Employees of Carlisle LLC edged down modestly - down 3.1% during 2023, from $118M to $115M. Reported net income was -$4M.
How have Carlisle LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlisle LLC's sponsor-wide assets grew 8.8%, from $853M to $928M.
Where does Retirement Plan for Employees of Carlisle LLC rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Carlisle LLC ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Carlisle LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Treasurers and Ticket Sellers Local 751 Pension Fund in NY ($115M, 389 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Carlisle LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Retirement Plan for Dartmouth College Staff in NH (276 participants, $106M 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 230457510.

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.