401(k) · DOL Form 5500 · 2023
Carel USA, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $72,589
- Avg per participant Below avg balance/head
Official DOL plan name: Carel USA 401(k) Plan · Sponsored by Carel USA, LLC · Pennsylvania · Manufacturing
$7M in assets, 93 participants
Carel USA, LLC's Carel USA 401(k) Plan reported $7M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #6,424 in Manufacturing (18,722 peers)
Carel USA, LLC multi-year trail
Carel USA, LLC's plans moved +31.0% in assets from 2023 to 2024; this filing shows Carel USA 401(k) Plan at $7M / 93 participants.
- #6,424
- in Manufacturing (18,722 peers)
- +38.5%
- assets growth YoY
Carel USA 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Carel USA 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,750,782 Top 50% higher than 50% 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
Carel USA 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carel USA 401(k) Plan is a small filing (93 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 232786822 · Carel USA, LLC PY 2023 · 401(k)
Carel USA 401(k) Plan · $7M · 93 · 50th
- EBSA $7M
- PART 93
- TYPE 50th
- NET 401(k)
- BOOK near Mike Erdman Motors 401(k) Savings Plan
- VS-ST ind #6424
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 Pennsylvania →
Carel USA 401(k) Plan in the asset neighbourhood
Carel USA, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Carel USA, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 31.016436318044338% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 93 | $7M |
| 2024 | 1 | 144 | $9M |
Carel USA, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 232786822 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Carel USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Mike Erdman Motors 401(k) Savings Plan in FL ($7M); by covered participants it is O'neill Service Group, LLC 401(k) Savings Plan in WA (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.