401(k) · DOL Form 5500 · 2023

Carle Holding Company, Inc. 401(k) Plan

Data updated 2026-08-25

$327M
Total assets Above avg plan size
2,229
Participants Above avg headcount
96th
Percentile by assets National rank
$146,728
Avg per participant Above avg balance/head
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Official DOL plan name: Carle Profit Sharing Plan · Sponsored by Carle Holding Company, Inc. · Illinois · Healthcare & Social Assistance

$327M in assets, 2,229 participants

Carle Holding Company, Inc.'s Carle Profit Sharing Plan reported $327M in total assets and 2,229 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,095 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Carle Profit Sharing Plan covers 2,229 participants in Illinois, 2.9x the typical Illinois plan (state average ~779 per filing). Assets: $327M.

#17,095
in Healthcare & Social Assistance (17,684 peers)
+13.1%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Carle Profit Sharing Plan's outsized position by total assets

Carle Profit Sharing Plan vs every filed plan by assets

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

$327,057,038 Top 4% higher than 96% 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

Carle Profit Sharing 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. Carle Profit Sharing Plan lands in the large band (2,229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carle Profit Sharing Plan reported net income rose from -$75M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Carle Profit Sharing Plan end-of-year assets rose from $289M in the plan year 2022 filing to $327M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 371188284 · Carle Holding Company, Inc. PY 2023 · 401(k)

Carle Profit Sharing Plan · $327M · 2,229 · 96th

  • BOY $327M
  • BOY 2,229
  • BOY 96th
  • BOY 401(k)
  • BOY near Chart Industries, Inc. 401(k) Investment and Savings Plan
  • BOY ind #17095

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Carle Profit Sharing Plan in the asset neighbourhood

Eastern Bank 401(k) Plan$327MCarle Profit Sharing Plan$327MChart Industries, Inc. 401(k) Investment and Savings PlanChart Industries, Inc. 401(k…$327MInteplast Group Corporation Employees Savings PlanInteplast Group Corporation …$327MTrinity Industries, Inc. 401(k) Plan as Restated Effective August 1, 2020Trinity Industries, Inc. 401…$327M
End-of-year total assets ($M) among Carle Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$289M
Net Assets (End of Year)$327M
Net Income$38M
Employer EIN371188284
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carle Holding Company, Inc.)

Sponsor-wide plan assets over time

All Carle Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$330M 13.962570149415793% vs 2022
2024 filing year
$280M$300M$320M$340M 202220232024 $289M $330M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 2,227 $289M
2023 1 2,229 $327M
2024 1 2,167 $330M

Nearby 401(k) Plans in Illinois

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

Carle Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Carle Profit Sharing Plan, Total assets ($B): 0.327057038 · Participants: 2229Carle Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Carle Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carle Profit Sharing Plan side-by-side with 3 peers →

Carle Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Chart Industries, Inc. 401(k) Investment and Savings Plan in GA ($327M); by covered participants it is Rpc, Inc. Retirement Savings Plan in FL (2,228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,229 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 Carle Profit Sharing Plan assets move in 2023? ▼
Carle Profit Sharing Plan grew at a solid clip - up 13.1% during 2023, from $289M to $327M. Reported net income was $38M.
How have Carle Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carle Holding Company, Inc.'s sponsor-wide assets grew 14.0%, from $289M to $330M.
Where does Carle Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carle Profit Sharing Plan ranks in the 96th 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 Carle Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chart Industries, Inc. 401(k) Investment and Savings Plan in GA ($327M, 2,674 participants).
Which 401(k) plans cover a similar participant headcount to Carle Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rpc, Inc. Retirement Savings Plan in FL (2,228 participants, $288M 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 371188284.

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.