Defined Benefit (Pension) · DOL Form 5500 · 2024

Carrier Global Corporation Pension Plan

Data updated 2026-07-24

$215M
Total assets: 1,307
Participants: 95th
Percentile by assets: $164,444
Avg per participant

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.

95th percentile by assets (of 116,472 plans)

Coverage in Florida

Carrier Represented Employee Pension Plan covers 1,307 participants in Florida, 2.1x the typical Florida plan (state average ~631 per filing). Assets: $215M.

$215M
total plan assets (2024 EOY): 1,307
covered participants: 95th
percentile by assets (of 116,472 plans): $164,444
avg assets per participant

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 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 →

State

Florida

Industry

Manufacturing

Participants vs Florida filers

In Florida, the average filing covers about 631 participants across 6,304 plans. Carrier Represented Employee Pension Plan reports 1,307 participants - 2.1x that state average ($215M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$223M
Net Assets (End of Year)	$215M
Net Income	-$8M
Employer EIN	834051582
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carrier Global Corporation)

Total plan assets by year, all Carrier Global Corporation plans on file

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

L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
Csx Pension Plan $2.3B · 2,293
The Dun & Bradstreet Corporation Retirement Account $1.0B · 578
Jm Family Associates' Retirement Plan $828M · 3,992

Compare Carrier Represented Employee Pension Pla… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Carrier Represented Employee Pension Plan by total assets, not by location.

Engineers Agc Pension Plan of the Inland Empire (WA) $215M · 1,033
Firmenich Pension Plan (NJ) $215M · 321
Pension Plan for Employees of Givaudan (NJ) $215M · 414
Diebold Nixdorf, Incorporated U.S. Pension Plan (OH) $215M · 763

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 116,472 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).

Next read for Carrier Represented Employee Pension Pla…

Filing takeaways

Ways to act on Carrier Represented Employee Pension Plan's numbers.

By total assets, Carrier Represented Employee Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Florida. Compare plans
Carrier Global Corporation's sponsor-wide assets have grown 67.3% since 2022 across 3 plan years on file. More Manufacturing plans

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.