401(k) · DOL Form 5500 · 2023

The Carlyle Group Employee Co., L.L.C. 401(k) Plan

Data updated 2026-08-25

$400M
Total assets Above avg plan size
1,437
Participants Near avg headcount
97th
Percentile by assets National rank
$278,076
Avg per participant High balance/head
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Official DOL plan name: The Carlyle Group 401(k) Plan · Sponsored by The Carlyle Group Employee Co., L.L.C. · District of Columbia · Finance & Insurance

$400M in assets, 1,437 participants

The Carlyle Group Employee Co., L.L.C.'s The Carlyle Group 401(k) Plan reported $400M in total assets and 1,437 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,404 in Finance & Insurance (8,869 peers)

Where The Carlyle Group 401(k) Plan sits by assets

The Carlyle Group 401(k) Plan sits in the top 5% of all filed plans by assets, $400M for 1,437 participants (~$278,076/participant), up 24.0% in 2023.

#8,404
in Finance & Insurance (8,869 peers)
+24.0%
assets growth YoY
4.0×
vs typical plan assets (national mean)

The Carlyle Group 401(k) Plan's outsized position by total assets

The Carlyle Group 401(k) Plan vs every filed plan by assets

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

$399,595,281 Top 3% higher than 97% 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

The Carlyle Group 401(k) 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. The Carlyle Group 401(k) Plan lands in the large band (1,437 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Carlyle Group 401(k) Plan reported net income rose from -$84M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • The Carlyle Group 401(k) Plan end-of-year assets rose from $322M in the plan year 2022 filing to $400M in the plan year 2023 filing.
  • The Carlyle Group 401(k) Plan reported participants rose from 1,217 in the plan year 2022 filing to 1,437 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521887096 · The Carlyle Group Employee Co., L.L.C. PY 2023 · 401(k)

The Carlyle Group 401(k) Plan · $400M · 1,437 · 97th

  • BOY $400M
  • SCH 1,437
  • EBSA 97th
  • PART 401(k)
  • TYPE near Manhattan Associates 401(k) Plan & Trust
  • NET ind #8404

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 Finance & Insurance retirement plans → · Plans in District of Columbia →

The Carlyle Group 401(k) Plan in the asset neighbourhood

The Carlyle Group 401(k) Plan$400MManhattan Associates 401(k) Plan & TrustManhattan Associates 401(k) …$400MAres Retirement Savings Plan$399MA&e Television Networks, LLC 401(k) PlanA&e Television Networks, LLC…$399MThompson Hine LLP Retirement PlanThompson Hine LLP Retirement…$399M
End-of-year total assets ($M) among The Carlyle Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$322M
Net Assets (End of Year)$400M
Net Income$77M
Employer EIN521887096
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Carlyle Group Employee Co., L.L.C.)

Sponsor-wide plan assets over time

All The Carlyle Group Employee Co., L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$471M 46.219611026616384% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $322M $471M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 1,217 $322M
2023 1 1,437 $400M
2024 1 1,467 $471M

Nearby 401(k) Plans in District of Columbia

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

The Carlyle Group 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 02468 Total assets ($B) Participants The Carlyle Group 401(k) Plan, Total assets ($B): 0.399595281 · Participants: 1437The Carlyle Group 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
The Carlyle Group 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare The Carlyle Group 401(k) Plan side-by-side with 3 peers →

The Carlyle Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Manhattan Associates 401(k) Plan & Trust in GA ($400M); by covered participants it is Aderans USA Savings & Retirement Plan in CA (1,437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($400M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,437 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 The Carlyle Group 401(k) Plan assets move in 2023? ▼
The Carlyle Group 401(k) Plan grew sharply - up 24.0% during 2023, from $322M to $400M. Reported net income was $77M.
How have The Carlyle Group Employee Co., L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Carlyle Group Employee Co., L.L.C.'s sponsor-wide assets grew 46.2%, from $322M to $471M.
Where does The Carlyle Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Carlyle Group 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Carlyle Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Manhattan Associates 401(k) Plan & Trust in GA ($400M, 1,690 participants).
Which 401(k) plans cover a similar participant headcount to The Carlyle Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aderans USA Savings & Retirement Plan in CA (1,437 participants, $69M 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 521887096.

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.