401(k) · DOL Form 5500 · 2024
The Carlyle Group Employee Co., L.L.C. 401(k) Plan
Data updated 2026-08-11
- $471M
- Total assets
- 1,467
- Participants
- 97th
- Percentile by assets
- $321,096
- Avg per participant
Official DOL plan name: The Carlyle Group 401(k) Plan · Sponsored by The Carlyle Group Employee Co., L.L.C. · District of Columbia · Finance & Insurance
$471M in assets, 1,467 participants
The Carlyle Group Employee Co., L.L.C.'s The Carlyle Group 401(k) Plan reported $471M in total assets and 1,467 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #8,105 in Finance & Insurance (8,549 peers)
Where The Carlyle Group 401(k) Plan sits by assets
The Carlyle Group 401(k) Plan sits in the top 5% of all filed plans by assets, $471M for 1,467 participants (~$321,096/participant), up 17.9% in 2024.
- $471M
- total plan assets (2024 EOY)
- 1,467
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $321,096
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Carlyle Group 401(k) Plan end-of-year assets rose from $400M in the plan year 2023 filing to $471M in the plan year 2024 filing.
- The Carlyle Group 401(k) Plan reported net income fell from $77M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- The Carlyle Group 401(k) Plan reported participants rose from 1,437 in the plan year 2023 filing to 1,467 in the plan year 2024 filing.
The Carlyle Group 401(k) Plan vs the 2024 asset distribution
By assets, The Carlyle Group 401(k) Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $400M |
|---|---|
| Net Assets (End of Year) | $471M |
| Net Income | $71M |
| Employer EIN | 521887096 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Carlyle Group Employee Co., L.L.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,217 | $322M |
| 2023 | 1 | 1,437 | $400M |
| 2024 | 1 | 1,467 | $471M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Carlyle Group 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Carlyle Group 401(k) Plan by total assets, not by location.
- Tutor Perini 401(k) Retirement Savings Plan (CA) $471M · 3,133
- Sun Chemical 401 (K) Savings Plan (NJ) $471M · 1,774
- Gbt 401(k) Plan (NY) $471M · 5,127
- The Natixis US Group 401(k) Plan (NY) $471M · 835
Frequently Asked Questions
How did The Carlyle Group 401(k) Plan assets move in 2024? ▼
How have The Carlyle Group Employee Co., L.L.C. plan assets changed over time? ▼
Where does The Carlyle Group 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for The Carlyle Group 401(k) Plan
Scale reading
Ways to act on The Carlyle Group 401(k) Plan's numbers.
- By total assets, The Carlyle Group 401(k) 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 District of Columbia. Compare plans
- The Carlyle Group Employee Co., L.L.C.'s sponsor-wide assets have grown 46.2% since 2022 across 3 plan years on file. More Finance & Insurance plans