Other · DOL Form 5500 · 2023

Carillon, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
234
Participants Below avg headcount
24th
Percentile by assets National rank
$4,622
Avg per participant Low balance/head
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Official DOL plan name: Carillon, Inc. Employee Savings Plan · Sponsored by Carillon, Inc. · Texas · Healthcare & Social Assistance

$1M in assets, 234 participants

Carillon, Inc.'s Carillon, Inc. Employee Savings Plan reported $1M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,586 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Carillon, Inc. Employee Savings Plan covers 234 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $1M.

#3,586
in Healthcare & Social Assistance (17,684 peers)
-3.3%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carillon, Inc. Employee Savings Plan among the smaller filed plans by assets

Carillon, Inc. Employee Savings Plan vs every filed plan by assets

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

$1,081,527 24th percentile higher than 24% 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

Carillon, Inc. Employee Savings 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. Carillon, Inc. Employee Savings Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carillon, Inc. Employee Savings Plan reported net income fell from $66K in the plan year 2022 filing to -$36K in the plan year 2023 filing.
  • Carillon, Inc. Employee Savings Plan reported participants fell from 279 in the plan year 2022 filing to 234 in the plan year 2023 filing.
  • Carillon, Inc. Employee Savings Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742070670 · Carillon, Inc. PY 2023 · Other

Carillon, Inc. Employee Savings Plan · $1M · 234 · 24th

  • PART $1M
  • PART 234
  • PART 24th
  • PART Other
  • PART near Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan
  • PART ind #3586

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 Texas →

Carillon, Inc. Employee Savings Plan in the asset neighbourhood

Bronxville Montessori School$1MCarillon, Inc. Employee Savings PlanCarillon, Inc. Employee Savi…$1MCommunities in Schools of Jacksonville, Inc. Tax Deferred Annuity PlanCommunities in Schools of Ja…$1MCds Family & Behavioral Health Services, Inc. Retirement PlanCds Family & Behavioral Heal…$1MUrban League of Metropolitan Seattle 403(b) Retirement PlanUrban League of Metropolitan…$1M
End-of-year total assets ($M) among Carillon, Inc. Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$36K
Employer EIN742070670
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carillon, Inc.)

Sponsor-wide plan assets over time

All Carillon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$979K 12.39992164572598% vs 2022
2024 filing year
$0.95M$1M$1.05M$1.1M$1.15M 202220232024 $1.12M $0.98M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 279 $1M
2023 1 234 $1M
2024 1 260 $979K

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Carillon, Inc. Employee Savings Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Carillon, Inc. Employee Savings Plan, Total assets ($B): 0.001081527 · Participants: 234Carillon, Inc. Employee Savings PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Carillon, Inc. Employee Savings Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Carillon, Inc. Employee Savings Plan side-by-side with 3 peers →

Carillon, Inc. Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan in FL ($1M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Carillon, Inc. Employee Savings Plan assets move in 2023? ▼
Carillon, Inc. Employee Savings Plan edged down modestly - down 3.3% during 2023, from $1M to $1M. Reported net income was -$36K.
How have Carillon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carillon, Inc.'s sponsor-wide assets declined 12.4%, from $1M to $979K.
Where does Carillon, Inc. Employee Savings Plan rank by assets among Form 5500 filers? ▼
Carillon, Inc. Employee Savings Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Carillon, Inc. Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan in FL ($1M, 76 participants).
Which Other plans cover a similar participant headcount to Carillon, Inc. Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants, $99M 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 742070670.

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.