401(k) · DOL Form 5500 · 2024

Carlisle Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
35th
Percentile by assets National rank
$209,111
Avg per participant Above avg balance/head
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Official DOL plan name: Carlisle Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Carlisle Associates, Inc. · South Carolina · Professional & Technical Services

$3M in assets, 15 participants

Carlisle Associates, Inc.'s Carlisle Associates, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,292 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Carlisle Associates, Inc. 401(k) Profit Sharing Plan holds $3M for 15 participants - about $209,111 per participant, in the lower half of filed plans by assets.

#6,292
in Professional & Technical Services (20,173 peers)
-1.5%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlisle Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carlisle Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,136,658 35th percentile higher than 35% of 123,620 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 2024

Carlisle Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlisle Associates, Inc. 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlisle Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $144K in the plan year 2023 filing to -$47K in the plan year 2024 filing.
  • Carlisle Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 16 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Carlisle Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 570645298 · Carlisle Associates, Inc. PY 2024 · 401(k)

Carlisle Associates, Inc. 401(k) Profit Sharing Plan · $3M · 15 · 35th

  • EOY $3M
  • 5500 15
  • ASSETS 35th
  • PCT 401(k)
  • EIN near Chase & Walls, PLLC 401(k) Plan
  • RANK ind #6292

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 Professional & Technical Services retirement plans → · Plans in South Carolina →

Carlisle Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Carlisle Associates, Inc. 401(k) Profit Sharing PlanCarlisle Associates, Inc. 40…$3MChase & Walls, PLLC 401(k) PlanChase & Walls, PLLC 401(k) P…$3MEast Side House 401(k) Plan$3MHome Start Inc 401(k) Profit Sharing Plan & TrustHome Start Inc 401(k) Profit…$3MBrooklyn Plaza Medical Center 401(k) Profit Sharing Plan and TrustBrooklyn Plaza Medical Cente…$3M
End-of-year total assets ($M) among Carlisle Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$47K
Employer EIN570645298
Plan Effective Date1977-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlisle Associates, Inc.)

Sponsor-wide plan assets over time

All Carlisle Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.1892474094602323% vs 2022
2024 filing year
$3M$3.05M$3.1M$3.15M$3.2M 202220232024 $3.04M $3.14M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 17 $3M
2023 1 16 $3M
2024 1 15 $3M

Nearby 401(k) Plans in South Carolina

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

Carlisle Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Carlisle Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003136658 · Participants: 15Carlisle Associates, Inc. 401(k) Profit Sharing PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Carlisle Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Carlisle Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carlisle Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Chase & Walls, PLLC 401(k) Plan in TX ($3M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carlisle Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Carlisle Associates, Inc. 401(k) Profit Sharing Plan edged down modestly - down 1.5% during 2024, from $3M to $3M. Reported net income was -$47K.
How have Carlisle Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlisle Associates, Inc.'s sponsor-wide assets grew 3.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Carlisle Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chase & Walls, PLLC 401(k) Plan in TX ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Carlisle Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570645298.

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.