401(k) · DOL Form 5500 · 2023

Carlin Group Holdco 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
287
Participants Below avg headcount
67th
Percentile by assets National rank
$51,852
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ca Carlin 401(k) Plan · Sponsored by Carlin Group Holdco · Illinois · Wholesale Trade

$15M in assets, 287 participants

Carlin Group Holdco's Ca Carlin 401(k) Plan reported $15M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,883 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Ca Carlin 401(k) Plan covers 287 participants in Illinois, about 37% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#3,883
in Wholesale Trade (6,309 peers)
+27.9%
assets growth YoY

Ca Carlin 401(k) Plan's outsized position by total assets

Ca Carlin 401(k) Plan vs every filed plan by assets

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

$14,881,614 Top 33% higher than 67% 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

Ca Carlin 401(k) Plan 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. Ca Carlin 401(k) Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ca Carlin 401(k) Plan reported net income rose from -$228K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ca Carlin 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Ca Carlin 401(k) Plan reported participants rose from 270 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 832787864 · Carlin Group Holdco PY 2023 · 401(k)

Ca Carlin 401(k) Plan · $15M · 287 · 67th

  • EOY $15M
  • EOY 287
  • EOY 67th
  • EOY 401(k)
  • EOY near Falvey Linen Supply, Inc. 401(k) Retirement Plan
  • EOY ind #3883

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 Wholesale Trade retirement plans → · Plans in Illinois →

Ca Carlin 401(k) Plan in the asset neighbourhood

Ca Carlin 401(k) Plan$15MFalvey Linen Supply, Inc. 401(k) Retirement PlanFalvey Linen Supply, Inc. 40…$15MShoprunner, Inc. Retirement PlanShoprunner, Inc. Retirement …$15MMental Health Care, Inc. 401(k) PlanMental Health Care, Inc. 401…$15MAtr International Inc. 401(k) PlanAtr International Inc. 401(k…$15M
End-of-year total assets ($M) among Ca Carlin 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN832787864
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlin Group Holdco)

Sponsor-wide plan assets over time

All Carlin Group Holdco plans reported in each filing year

Latest sponsor-wide plan assets
$17M 49.301933045691385% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.6M $17.4M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 270 $12M
2023 1 287 $15M
2024 1 339 $17M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ca Carlin 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ca Carlin 401(k) Plan, Total assets ($B): 0.014881614 · Participants: 287Ca Carlin 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Ca Carlin 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ca Carlin 401(k) Plan side-by-side with 3 peers →

Ca Carlin 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Falvey Linen Supply, Inc. 401(k) Retirement Plan in RI ($15M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Ca Carlin 401(k) Plan assets move in 2023? ▼
Ca Carlin 401(k) Plan grew sharply - up 27.9% during 2023, from $12M to $15M. Reported net income was $3M.
How have Carlin Group Holdco plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlin Group Holdco's sponsor-wide assets grew 49.3%, from $12M to $17M.
Which 401(k) plans are similar in size to Ca Carlin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Falvey Linen Supply, Inc. 401(k) Retirement Plan in RI ($15M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Ca Carlin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 832787864.

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.