401(k) · DOL Form 5500 · 2023
Carle Holding Company, Inc. 401(k) Plan
Data updated 2026-08-11
- $327M
- Total assets
- 2,229
- Participants
- 96th
- Percentile by assets
- $146,728
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $327M
- total plan assets (2023 EOY)
- 2,229
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $146,728
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Carle Profit Sharing Plan reports 2,229 participants - 2.9x that state average ($327M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $289M |
|---|---|
| Net Assets (End of Year) | $327M |
| Net Income | $38M |
| Employer EIN | 371188284 |
| Plan Effective Date | 1975-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carle Holding Company, Inc.)
| 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
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carle Profit Sharing Plan by total assets, not by location.
- Chart Industries, Inc. 401(k) Investment and Savings Plan (GA) $327M · 2,674
- Eastern Bank 401(k) Plan (MA) $327M · 2,047
- Inteplast Group Corporation Employees Savings Plan (NJ) $327M · 4,156
- Trinity Industries, Inc. 401(k) Plan as Restated Effective August 1, 2020 (TX) $327M · 2,219
Frequently Asked Questions
How did Carle Profit Sharing Plan assets move in 2023? ▼
How have Carle Holding Company, Inc. plan assets changed over time? ▼
Where does Carle Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Carle Profit Sharing Plan? ▼
Next read for Carle Profit Sharing Plan
Filing takeaways
Ways to act on Carle Profit Sharing Plan's numbers.
- By total assets, Carle Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Carle Holding Company, Inc.'s sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans