401(k) · DOL Form 5500 · 2024

Carus LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
68
Participants Small participant base
55th
Percentile by assets National rank
$143,817
Avg per participant Near avg balance/head
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Official DOL plan name: Carus Capital Accumulation 401(k) Plan for Bargaining Employees · Sponsored by Carus LLC · Illinois · Manufacturing

$10M in assets, 68 participants

Carus LLC's Carus Capital Accumulation 401(k) Plan for Bargaining Employees reported $10M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,270 in Manufacturing (17,777 peers)

Carus LLC multi-year trail

Carus LLC's plans moved +23.3% in assets from 2022 to 2024; this filing shows Carus Capital Accumulation 401(k) Plan for Bargaining Employees at $10M / 68 participants.

#7,270
in Manufacturing (17,777 peers)
-1.7%
assets change YoY

The plan reported a net loss of $421K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carus Capital Accumulation 401(k) Plan for Bargaining Employees's mid-pack asset rank among Manufacturing and all filers

Carus Capital Accumulation 401(k) Plan for Bargaining Employees vs every filed plan by assets

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

$9,779,551 Top 45% higher than 55% 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

Carus Capital Accumulation 401(k) Plan for Bargaining Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carus Capital Accumulation 401(k) Plan for Bargaining Employees is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carus Capital Accumulation 401(k) Plan for Bargaining Employees reported net income fell from $1M in the plan year 2023 filing to -$421K in the plan year 2024 filing.
  • Carus Capital Accumulation 401(k) Plan for Bargaining Employees reported participants fell from 70 in the plan year 2023 filing to 68 in the plan year 2024 filing.
  • Carus Capital Accumulation 401(k) Plan for Bargaining Employees end-of-year assets fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 360877400 · Carus LLC PY 2024 · 401(k)

Carus Capital Accumulation 401(k) Plan for Bargaining Employees · $10M · 68 · 55th

  • ASSETS $10M
  • ASSETS 68
  • ASSETS 55th
  • ASSETS 401(k)
  • ASSETS near Jonti-Craft, Inc. 401(k) Retirement Savings Plan
  • ASSETS ind #7270

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 Manufacturing retirement plans → · Plans in Illinois →

Carus Capital Accumulation 401(k) Plan for Bargaining Employees in the asset neighbourhood

Carus Capital Accumulation 401(k) Plan for Bargaining EmployeesCarus Capital Accumulation 4…$10MJonti-Craft, Inc. 401(k) Retirement Savings PlanJonti-Craft, Inc. 401(k) Ret…$10MBakery Express Mid-Atlantic, Inc 401(k) PlanBakery Express Mid-Atlantic,…$10MCarr Lane Manufacturing Co. Profit Sharing/401(k) PlanCarr Lane Manufacturing Co. …$10MWaltonen Engineering Deferred Compensation Thrift PlanWaltonen Engineering Deferre…$10M
End-of-year total assets ($M) among Carus Capital Accumulation 401(k) Plan for Bargaining Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carus LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carus LLC plans reported in each filing year

Latest sponsor-wide plan assets
$62M 23.329214096142213% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.2M $61.9M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 225 $50M
2023 2 235 $58M
2024 2 230 $62M

Carus LLC filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$421K
Employer EIN360877400
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Carus Capital Accumulation 401(k) Plan for Bargaining Employees vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Carus Capital Accumulation 401(k) Plan for Bargaining Employees, Total assets ($B): 0.009779551 · Participants: 68Carus Capital Accumulation 401(k) Plan for Bargaining EmployeesAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Carus Capital Accumulation 401(k) Plan for Bargaining Employees vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carus Capital Accumulation 401(k) Plan for Bargaining Employees side-by-side with 3 peers →

Carus Capital Accumulation 401(k) Plan for Bargaining Employees's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Jonti-Craft, Inc. 401(k) Retirement Savings Plan in MN ($10M); by covered participants it is E-Technology LLC 401(k) Profit Sharing Plan & Trust in TX (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Carus Capital Accumulation 401(k) Plan for Bargaining Employees assets move in 2024? ▼
Carus Capital Accumulation 401(k) Plan for Bargaining Employees edged down modestly - down 1.7% during 2024, from $10M to $10M. Reported net income was -$421K.
How have Carus LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carus LLC's sponsor-wide assets grew 23.3%, from $50M to $62M.
Which 401(k) plans are similar in size to Carus Capital Accumulation 401(k) Plan for Bargaining Employees? ▼
Among 401(k) plans in other states, the closest by assets is Jonti-Craft, Inc. 401(k) Retirement Savings Plan in MN ($10M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Carus Capital Accumulation 401(k) Plan for Bargaining Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is E-Technology LLC 401(k) Profit Sharing Plan & Trust in TX (68 participants, $3M 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 360877400.

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.