401(k) · DOL Form 5500 · 2024

Carley Foundry, Inc 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
193
Participants Below avg headcount
70th
Percentile by assets National rank
$103,109
Avg per participant Below avg balance/head
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Official DOL plan name: Carley Foundry, Inc. 401(k) Retirement Plan · Sponsored by Carley Foundry, Inc · Minnesota · Manufacturing

$20M in assets, 193 participants

Carley Foundry, Inc's Carley Foundry, Inc. 401(k) Retirement Plan reported $20M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,609 in Manufacturing (17,777 peers)

Coverage in Minnesota

Carley Foundry, Inc. 401(k) Retirement Plan covers 193 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.

#10,609
in Manufacturing (17,777 peers)
+14.7%
assets growth YoY

Carley Foundry, Inc. 401(k) Retirement Plan's outsized position by total assets

Carley Foundry, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$19,900,040 Top 30% higher than 70% 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

Carley Foundry, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carley Foundry, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carley Foundry, Inc. 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Carley Foundry, Inc. 401(k) Retirement Plan reported participants rose from 189 in the plan year 2023 filing to 193 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 410914106 · Carley Foundry, Inc PY 2024 · 401(k)

Carley Foundry, Inc. 401(k) Retirement Plan · $20M · 193 · 70th

  • EOY $20M
  • 5500 193
  • ASSETS 70th
  • PCT 401(k)
  • EIN near Pliant Therapeutics, Inc 401(k) Plan
  • RANK ind #10609

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 Minnesota →

Carley Foundry, Inc. 401(k) Retirement Plan in the asset neighbourhood

Carley Foundry, Inc. 401(k) Retirement PlanCarley Foundry, Inc. 401(k) …$20MPliant Therapeutics, Inc 401(k) PlanPliant Therapeutics, Inc 401…$20MIndependent Pharmacy Cooperative Retirement Savings PlanIndependent Pharmacy Coopera…$20MSterling Drive Ventures/Rodon Employees 401(k) PlanSterling Drive Ventures/Rodo…$20MRiverbay Corporation 401(k) PlanRiverbay Corporation 401(k) …$20M
End-of-year total assets ($M) among Carley Foundry, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN410914106
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carley Foundry, Inc)

Sponsor-wide plan assets over time

All Carley Foundry, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 35.06142839322153% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $19.9M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 201 $15M
2023 1 189 $17M
2024 1 193 $20M

Nearby 401(k) Plans in Minnesota

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

Carley Foundry, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Carley Foundry, Inc. 401(k) Retirement Plan, Total assets ($B): 0.01990004 · Participants: 193Carley Foundry, Inc. 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Carley Foundry, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Carley Foundry, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Carley Foundry, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Pliant Therapeutics, Inc 401(k) Plan in CA ($20M); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Carley Foundry, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Carley Foundry, Inc. 401(k) Retirement Plan grew at a solid clip - up 14.7% during 2024, from $17M to $20M. Reported net income was $3M.
How have Carley Foundry, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carley Foundry, Inc's sponsor-wide assets grew 35.1%, from $15M to $20M.
Which 401(k) plans are similar in size to Carley Foundry, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pliant Therapeutics, Inc 401(k) Plan in CA ($20M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Carley Foundry, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spartan Race, Inc. 401(k) Plan in MA (193 participants, $5M 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 410914106.

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.