Defined Benefit (Pension) · DOL Form 5500 · 2023

Carlisle LLC Pension Plan

Data updated 2026-08-11

$115M
Total assets
277
Participants
92nd
Percentile by assets
$414,286
Avg per participant
PlainRetire home → About this data

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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$115M
total plan assets (2023 EOY)
277
covered participants
92nd
percentile by assets (of 127,072 plans)
$414,286
avg assets per participant

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.

Where Retirement Plan for Employees of Carlisle LLC sits 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 $2,010,000,000 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

  • 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 →

State
Arizona
Industry
Manufacturing

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Retirement Plan for Employees of Carlisle LLC reports 277 participants - about 49% of that state average ($115M EOY assets).

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)

$800M$850M$900M$950M$1,000M 202220232024 $853M $928M ▲ +8.8%
Total plan assets by year, all Carlisle LLC plans on file
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 ($B) Participants Retirement Plan for …, Total assets ($B): 0.114757242 · Participants: 277Retirement Plan for …Pinnacle West Capita…, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capita…Salt River Project E…, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project E…Freeport Minerals Co…, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Co…Desert States Employ…, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employ…Avnet 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 Carlisl… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Carlisle LLC by total assets, not by location.

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).

Next read for Retirement Plan for Employees of Carlisl…

Filing takeaways

Ways to act on Retirement Plan for Employees of Carlisle LLC's numbers.

  • By total assets, Retirement Plan for Employees of Carlisle LLC ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) 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

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.