Defined Benefit (Pension) · DOL Form 5500 · 2024

Carrier Global Corporation Pension Plan

Data updated 2026-08-25

$215M
Total assets Near avg plan size
1,307
Participants Near avg headcount
95th
Percentile by assets National rank
$164,444
Avg per participant Above avg balance/head
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Official DOL plan name: Carrier Represented Employee Pension Plan · Sponsored by Carrier Global Corporation · Florida · Manufacturing

$215M in assets, 1,307 participants

Carrier Global Corporation's Carrier Represented Employee Pension Plan reported $215M in total assets and 1,307 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,286 in Manufacturing (17,777 peers)

Coverage in Florida

Carrier Represented Employee Pension Plan covers 1,307 participants in Florida, 2.1x the typical Florida plan (state average ~628 per filing). Assets: $215M.

#16,286
in Manufacturing (17,777 peers)
-3.7%
assets change YoY
2.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carrier Represented Employee Pension Plan's outsized position by total assets

Carrier Represented Employee Pension Plan vs every filed plan by assets

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

$214,928,951 Top 5% higher than 95% 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

Carrier Represented Employee Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrier Represented Employee Pension Plan lands in the large band (1,307 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carrier Represented Employee Pension Plan reported net income fell from $26M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Carrier Represented Employee Pension Plan reported participants fell from 1,437 in the plan year 2023 filing to 1,307 in the plan year 2024 filing.
  • Carrier Represented Employee Pension Plan end-of-year assets fell from $223M in the plan year 2023 filing to $215M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 834051582 · Carrier Global Corporation PY 2024 · Defined Benefit (Pension)

Carrier Represented Employee Pension Plan · $215M · 1,307 · 95th

  • BOOK $215M
  • VS-ST 1,307
  • BOY 95th
  • SCH Defined Benefit (Pension)
  • EBSA near Engineers Agc Pension Plan of the Inland Empire
  • PART ind #16286

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 Florida →

Carrier Represented Employee Pension Plan in the asset neighbourhood

Diebold Nixdorf, Incorporated U.S. Pension PlanDiebold Nixdorf, Incorporate…$215MPension Plan for Employees of GivaudanPension Plan for Employees o…$215MFirmenich Pension Plan$215MCarrier Represented Employee Pension PlanCarrier Represented Employee…$215MEngineers Agc Pension Plan of the Inland EmpireEngineers Agc Pension Plan o…$215M
End-of-year total assets ($M) among Carrier Represented Employee Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$223M
Net Assets (End of Year)$215M
Net Income-$8M
Employer EIN834051582
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrier Global Corporation)

Sponsor-wide plan assets over time

All Carrier Global Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 67.29034066022686% vs 2022
2024 filing year
$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $0.73B $1.21B ▲ +65.8%
Year Plans Participants Total Assets
2022 2 13,276 $725M
2023 2 13,565 $1.0B
2024 2 13,602 $1.2B

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carrier Represented Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -202468 Total assets ($B) Participants Carrier Represented Employee Pension Plan, Total assets ($B): 0.214928951 · Participants: 1307Carrier Represented Employee Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Carrier Represented Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Carrier Represented Employee Pension Plan side-by-side with 3 peers →

Carrier Represented Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Engineers Agc Pension Plan of the Inland Empire in WA ($215M); by covered participants it is Acushnet Company Pension Plan in MA (1,307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($215M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,307 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 Carrier Represented Employee Pension Plan assets move in 2024? ▼
Carrier Represented Employee Pension Plan edged down modestly - down 3.7% during 2024, from $223M to $215M. Reported net income was -$8M.
How have Carrier Global Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrier Global Corporation's sponsor-wide assets grew 67.3%, from $725M to $1.2B.
Where does Carrier Represented Employee Pension Plan rank by assets among Form 5500 filers? ▼
Carrier Represented Employee Pension Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Carrier Represented Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Engineers Agc Pension Plan of the Inland Empire in WA ($215M, 1,033 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carrier Represented Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acushnet Company Pension Plan in MA (1,307 participants, $144M 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 834051582.

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.