Defined Benefit (Pension) · DOL Form 5500 · 2023

Carnival Corporation Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
102
Participants Small participant base
57th
Percentile by assets National rank
$91,156
Avg per participant Below avg balance/head
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Official DOL plan name: Carnival Qualified Retirement Plan · Sponsored by Carnival Corporation · Florida · Transportation & Warehousing

$9M in assets, 102 participants

Carnival Corporation's Carnival Qualified Retirement Plan reported $9M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,941 in Transportation & Warehousing (3,362 peers)

Coverage in Florida

Carnival Qualified Retirement Plan covers 102 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#1,941
in Transportation & Warehousing (3,362 peers)
-6.9%
assets change YoY

The plan reported a net loss of $689K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carnival Qualified Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Carnival Qualified Retirement Plan vs every filed plan by assets

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

$9,297,919 Top 43% higher than 57% 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

Carnival Qualified Retirement 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. Carnival Qualified Retirement Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carnival Qualified Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$689K in the plan year 2023 filing.
  • Carnival Qualified Retirement Plan reported participants fell from 111 in the plan year 2022 filing to 102 in the plan year 2023 filing.
  • Carnival Qualified Retirement Plan end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591562976 · Carnival Corporation PY 2023 · Defined Benefit (Pension)

Carnival Qualified Retirement Plan · $9M · 102 · 57th

  • TYPE $9M
  • TYPE 102
  • TYPE 57th
  • TYPE Defined Benefit (Pension)
  • TYPE near Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford
  • TYPE ind #1941

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Carnival Qualified Retirement Plan in the asset neighbourhood

Carnival Qualified Retirement PlanCarnival Qualified Retiremen…$9MDefined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of HartfordDefined Benefit Pension Plan…$9MAtlantic City Sewerage Company Retirement Income PlanAtlantic City Sewerage Compa…$9MGdmg Retirement Plan$9MGreensboro Transit Management Inc. Employees Retirement PlanGreensboro Transit Managemen…$9M
End-of-year total assets ($M) among Carnival Qualified Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$689K
Employer EIN591562976
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnival Corporation)

Sponsor-wide plan assets over time

All Carnival Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$509M 42.38045937517188% vs 2022
2024 filing year
$300M$350M$400M$450M$500M$550M 202220232024 $357M $509M ▲ +42.4%
Year Plans Participants Total Assets
2022 2 2,507 $357M
2023 2 3,133 $431M
2024 2 3,659 $509M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carnival Qualified Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Carnival Qualified Retirement Plan, Total assets ($B): 0.009297919 · Participants: 102Carnival Qualified Retirement PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Carnival Qualified Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Carnival Qualified Retirement Plan side-by-side with 3 peers →

Carnival Qualified Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford in CT ($9M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Carnival Qualified Retirement Plan assets move in 2023? ▼
Carnival Qualified Retirement Plan pulled back noticeably - down 6.9% during 2023, from $10M to $9M. Reported net income was -$689K.
How have Carnival Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnival Corporation's sponsor-wide assets grew 42.4%, from $357M to $509M.
Which Defined Benefit (Pension) plans are similar in size to Carnival Qualified Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford in CT ($9M, 45 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carnival Qualified Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cancer Partners of Nebraska Cash Balance Plan in NE (102 participants, $12M 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 591562976.

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.