401(k) · DOL Form 5500 · 2023
The Carlstar Group LLC 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 1,354
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $48,734
- Avg per participant Low balance/head
Official DOL plan name: The Carlstar Group LLC 401(k) Plan · Sponsored by The Carlstar Group LLC · Tennessee · Manufacturing
$66M in assets, 1,354 participants
The Carlstar Group LLC's The Carlstar Group LLC 401(k) Plan reported $66M in total assets and 1,354 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,449 in Manufacturing (18,722 peers)
Where The Carlstar Group LLC 401(k) Plan sits by assets
The Carlstar Group LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $66M for 1,354 participants (~$48,734/participant), up 3.6% in 2023.
- #15,449
- in Manufacturing (18,722 peers)
- +3.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
The Carlstar Group LLC 401(k) Plan's outsized position by total assets
The Carlstar Group LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$65,986,072 Top 12% higher than 88% 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
The Carlstar Group LLC 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 Carlstar Group LLC 401(k) Plan lands in the large band (1,354 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Carlstar Group LLC 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Carlstar Group LLC 401(k) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $66M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 383918236 · The Carlstar Group LLC PY 2023 · 401(k)
The Carlstar Group LLC 401(k) Plan · $66M · 1,354 · 88th
- EOY $66M
- 5500 1,354
- ASSETS 88th
- PCT 401(k)
- EIN near Wall Family Enterprise Retirement Savings Plan
- RANK ind #15449
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 Tennessee →
The Carlstar Group LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $2M |
| Employer EIN | 383918236 |
| Plan Effective Date | 2014-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Carlstar Group LLC)
Sponsor-wide plan assets over time
All The Carlstar Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 8.207358919458464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,361 | $64M |
| 2023 | 1 | 1,354 | $66M |
| 2024 | 1 | 1,038 | $69M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
The Carlstar Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Wall Family Enterprise Retirement Savings Plan in WI ($66M); by covered participants it is Whittier Employee Resources Inc. 401(k) Plan in MA (1,354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Wall Family Enterprise Retirement Savings Plan (WI) $66M · 333
- Emco Chemical Distributors, Inc. 401(k) Profit Sharing Plan (WI) $66M · 555
- Goodin Retirement Savings Plan (MN) $66M · 481
- Hi-Lex Employees Retirement Savings Plan (MI) $66M · 1,372
Similar participant headcount
Nearest other-state filings by covered participants (1,354 participants); asset peers above are excluded.
- Whittier Employee Resources Inc. 401(k) Plan (MA) 1,354 · 0 off
- Liebherr-America Inc. Pension Plan (VA) 1,354 · 0 off
- Incora Savings and Investment Plan (TX) 1,354 · 0 off
- Av Pro Services, Inc. Retirement Plan (NY) 1,354 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.