401(k) · DOL Form 5500 · 2023

Carousel Industries of North America 401(k) Plan

Data updated 2026-08-25

$178M
Total assets Near avg plan size: 659
Participants Below avg headcount: 94th
Percentile by assets National rank: $270,705
Avg per participant High balance/head

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Official DOL plan name: Carousel Industries of North America, Inc. 401(k) Plan and Trust · Sponsored by Carousel Industries of North America · Rhode Island · Professional & Technical Services

$178M in assets, 659 participants

Carousel Industries of North America's Carousel Industries of North America, Inc. 401(k) Plan and Trust reported $178M in total assets and 659 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

#19,401 in Professional & Technical Services (20,321 peers)

Coverage in Rhode Island

Carousel Industries of North America, Inc. 401(k) Plan and Trust covers 659 participants in Rhode Island, about 45% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $178M.

#19,401
in Professional & Technical Services (20,321 peers): +85.7%
assets growth YoY: 1.8×
vs typical plan assets (national mean)

Carousel Industries of North America, Inc. 401(k) Plan and Trust's outsized position by total assets

Carousel Industries of North America, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$178,394,591 Top 6% higher than 94% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Carousel Industries of North America, Inc. 401(k) Plan and Trust 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. Carousel Industries of North America, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (659 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Carousel Industries of North America, Inc. 401(k) Plan and Trust reported net income rose from -$33M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Carousel Industries of North America, Inc. 401(k) Plan and Trust end-of-year assets rose from $96M in the plan year 2022 filing to $178M in the plan year 2023 filing.
Carousel Industries of North America, Inc. 401(k) Plan and Trust reported participants fell from 678 in the plan year 2022 filing to 659 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061502254 · Carousel Industries of North America PY 2023 · 401(k)

Carousel Industries of North America, Inc. 401(k) Plan and Trust · $178M · 659 · 94th

RANK $178M
PHOTO 659
IND 94th
EOY 401(k)
5500 near U.S. Lumber Group, LLC 401(k) Plan
ASSETS ind #19401

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 Professional & Technical Services retirement plans → · Plans in Rhode Island →

End-of-year total assets ($M) among Carousel Industries of North America, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)	$96M
Net Assets (End of Year)	$178M
Net Income	$13M
Employer EIN	061502254
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carousel Industries of North America)

Latest sponsor-wide plan assets: $194M 102.23749201716564% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	678	$96M
2023	1	659	$178M
2024	1	695	$194M

Nearby 401(k) Plans in Rhode Island

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

Carousel Industries of North America, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants

CVS Health Future Fund 401(k) Plan $27.6B · 265,760
Textron Savings Plan $5.7B · 26,580
Cfg Retirement Savings Plan $2.9B · 19,047
Unfi 401(k) Plan $2.7B · 25,475
Fm Global 401(k) Savings Plan $1.7B · 4,295

Compare Carousel Industries of North America, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Carousel Industries of North America, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is U.S. Lumber Group, LLC 401(k) Plan in GA ($178M); by covered participants it is Ags LLC 401(k) Plan in NV (659 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($178M here).

U.S. Lumber Group, LLC 401(k) Plan (GA) $178M · 3,730
The Philadelphia Inquirer, Pbc 401(k) Retirement Plan (PA) $178M · 615
Buchalter 401(k) Plan (CA) $178M · 464
Clifford Chance US LLP Tax-Deferred Savings and Profit-Sharing Plan I (NY) $178M · 205

Similar participant headcount

Nearest other-state filings by covered participants (659 participants); asset peers above are excluded.

Ags LLC 401(k) Plan (NV) 659 · 0 off
Transcendia, Inc. 401(k) and Profit Sharing Plan (IL) 659 · 0 off
Employyee Benefit Plan of Goodwill Industries of the Chesapeake, Inc. (MD) 659 · 0 off
D. Shelly Group, Inc. 401(k) Retirement Savings Plan (CA) 659 · 0 off

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 Carousel Industries of North America, Inc. 401(k) Plan and Trust assets move in 2023? ▼

Carousel Industries of North America, Inc. 401(k) Plan and Trust surged - up 85.7% during 2023, from $96M to $178M. Reported net income was $13M.

How have Carousel Industries of North America plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carousel Industries of North America's sponsor-wide assets grew 102.2%, from $96M to $194M.

Where does Carousel Industries of North America, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼

Carousel Industries of North America, Inc. 401(k) Plan and Trust ranks in the 94th 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 401(k) plans are similar in size to Carousel Industries of North America, Inc. 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is U.S. Lumber Group, LLC 401(k) Plan in GA ($178M, 3,730 participants).

Which 401(k) plans cover a similar participant headcount to Carousel Industries of North America, Inc. 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Ags LLC 401(k) Plan in NV (659 participants, $49M 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 061502254.