401(k) · DOL Form 5500 · 2024

The Carlstar Group LLC 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,038
Participants Near avg headcount
87th
Percentile by assets National rank
$66,412
Avg per participant Below avg balance/head
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Official DOL plan name: The Carlstar Group LLC 401(k) Plan · Sponsored by The Carlstar Group LLC · Tennessee · Manufacturing

$69M in assets, 1,038 participants

The Carlstar Group LLC's The Carlstar Group LLC 401(k) Plan reported $69M in total assets and 1,038 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,530 in Manufacturing (17,777 peers)

Where The Carlstar Group LLC 401(k) Plan sits by assets

The Carlstar Group LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $69M for 1,038 participants (~$66,412/participant), up 4.5% in 2024.

#14,530
in Manufacturing (17,777 peers)
+4.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Carlstar Group LLC 401(k) Plan's outsized position by total assets

The Carlstar Group LLC 401(k) Plan vs every filed plan by assets

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

$68,936,003 Top 13% higher than 87% 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

The Carlstar Group LLC 401(k) 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. The Carlstar Group LLC 401(k) Plan lands in the large band (1,038 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Carlstar Group LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Carlstar Group LLC 401(k) Plan reported participants fell from 1,354 in the plan year 2023 filing to 1,038 in the plan year 2024 filing.
  • The Carlstar Group LLC 401(k) Plan end-of-year assets rose from $66M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 383918236 · The Carlstar Group LLC PY 2024 · 401(k)

The Carlstar Group LLC 401(k) Plan · $69M · 1,038 · 87th

  • EBSA $69M
  • PART 1,038
  • TYPE 87th
  • NET 401(k)
  • BOOK near Njea Supplemental Savings Plan
  • VS-ST ind #14530

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 Tennessee →

The Carlstar Group LLC 401(k) Plan in the asset neighbourhood

Secur-Serv 401(k) Plan$69MThe Carlstar Group LLC 401(k) PlanThe Carlstar Group LLC 401(k…$69MNjea Supplemental Savings PlanNjea Supplemental Savings Pl…$69MIowa Orthopaedic Center, P.C. 401(k) Profit Sharing PlanIowa Orthopaedic Center, P.C…$69MOnetrust 401(k) Plan$69M
End-of-year total assets ($M) among The Carlstar Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$69M
Net Income$3M
Employer EIN383918236
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Carlstar Group LLC)

Sponsor-wide plan assets over time

All The Carlstar Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$69M 8.207358919458464% vs 2022
2024 filing year
$62M$64M$66M$68M$70M 202220232024 $63.7M $68.9M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 1,361 $64M
2023 1 1,354 $66M
2024 1 1,038 $69M

Nearby 401(k) Plans in Tennessee

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

The Carlstar Group LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Carlstar Group LLC 401(k) Plan, Total assets ($B): 0.068936003 · Participants: 1038The Carlstar Group LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
The Carlstar Group LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Carlstar Group LLC 401(k) Plan side-by-side with 3 peers →

The Carlstar Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Njea Supplemental Savings Plan in NJ ($69M); by covered participants it is Local 8a-28a 401(k) Retirement Fund in NY (1,038 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,038 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 The Carlstar Group LLC 401(k) Plan assets move in 2024? ▼
The Carlstar Group LLC 401(k) Plan edged up modestly - up 4.5% during 2024, from $66M to $69M. Reported net income was $3M.
How have The Carlstar Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Carlstar Group LLC's sponsor-wide assets grew 8.2%, from $64M to $69M.
Where does The Carlstar Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Carlstar Group LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Carlstar Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Njea Supplemental Savings Plan in NJ ($69M, 392 participants).
Which 401(k) plans cover a similar participant headcount to The Carlstar Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Local 8a-28a 401(k) Retirement Fund in NY (1,038 participants, $62M 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 383918236.

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.