401(k) · DOL Form 5500 · 2024

Brantley Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
99
Participants Small participant base
26th
Percentile by assets National rank
$14,418
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Carlisle Retirement Plan · Sponsored by Brantley Properties, Inc. · North Carolina · Real Estate

$1M in assets, 99 participants

Brantley Properties, Inc.'s Carlisle Retirement Plan reported $1M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,031 in Real Estate (4,605 peers)

What the 2024 filing shows

Carlisle Retirement Plan holds $1M for 99 participants - about $14,418 per participant, in the lower half of filed plans by assets.

#2,031
in Real Estate (4,605 peers)
+6.5%
assets growth YoY

Carlisle Retirement Plan among the smaller filed plans by assets

Carlisle Retirement Plan vs every filed plan by assets

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

$1,427,411 26th percentile higher than 26% 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 Retirement 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 Retirement Plan is a small filing (99 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 561531104 · Brantley Properties, Inc. PY 2024 · 401(k)

Carlisle Retirement Plan · $1M · 99 · 26th

  • BOOK $1M
  • VS-ST 99
  • BOY 26th
  • SCH 401(k)
  • EBSA near Polvera Drywall Corporation 401(k) Profit Sharing Plan & Trust
  • PART ind #2031

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 Real Estate retirement plans → · Plans in North Carolina →

Carlisle Retirement Plan in the asset neighbourhood

Carlisle Retirement Plan$1MPolvera Drywall Corporation 401(k) Profit Sharing Plan & TrustPolvera Drywall Corporation …$1MSl Patterson Inc. 401(k) Profit Sharing PlanSl Patterson Inc. 401(k) Pro…$1MRcb Fund Services LLC 401(k) Profit Sharing Plan & TrustRcb Fund Services LLC 401(k)…$1MGrowing Together Pediatrics Ll 401(k) Profit Sharing Plan & TrustGrowing Together Pediatrics …$1M
End-of-year total assets ($M) among Carlisle Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$87K
Employer EIN561531104
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carlisle Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carlisle Retirement Plan, Total assets ($B): 0.001427411 · Participants: 99Carlisle Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Carlisle Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carlisle Retirement Plan side-by-side with 3 peers →

Carlisle Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Polvera Drywall Corporation 401(k) Profit Sharing Plan & Trust in CA ($1M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Retirement Plan assets move in 2024? ▼
Carlisle Retirement Plan grew at a solid clip - up 6.5% during 2024, from $1M to $1M. Reported net income was $87K.
Which 401(k) plans are similar in size to Carlisle Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polvera Drywall Corporation 401(k) Profit Sharing Plan & Trust in CA ($1M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Carlisle Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A 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 561531104.

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.