401(k) · DOL Form 5500 · 2024
Carlisle, LLC 401(k) Plan
Data updated 2026-08-25
- $870M
- Total assets Above avg plan size
- 6,033
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $144,152
- Avg per participant Near avg balance/head
Official DOL plan name: Carlisle, LLC Employee Incentive Savings Plan · Sponsored by Carlisle, LLC · Arizona · Manufacturing
$870M in assets, 6,033 participants
Carlisle, LLC's Carlisle, LLC Employee Incentive Savings Plan reported $870M in total assets and 6,033 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #17,253 in Manufacturing (17,777 peers)
Coverage in Arizona
Carlisle, LLC Employee Incentive Savings Plan covers 6,033 participants in Arizona, 11x the typical Arizona plan (state average ~564 per filing). Assets: $870M.
- #17,253
- in Manufacturing (17,777 peers)
- +4.9%
- assets growth YoY
- 8.7×
- vs typical plan assets (national mean)
Carlisle, LLC Employee Incentive Savings Plan's outsized position by total assets
Carlisle, LLC Employee Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$869,670,621 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carlisle, LLC Employee Incentive Savings 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. Carlisle, LLC Employee Incentive Savings Plan lands in the large band (6,033 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carlisle, LLC Employee Incentive Savings Plan reported net income fell from $112M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Carlisle, LLC Employee Incentive Savings Plan reported participants fell from 6,890 in the plan year 2023 filing to 6,033 in the plan year 2024 filing.
- Carlisle, LLC Employee Incentive Savings Plan end-of-year assets rose from $829M in the plan year 2023 filing to $870M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 230457510 · Carlisle, LLC PY 2024 · 401(k)
Carlisle, LLC Employee Incentive Savings Plan · $870M · 6,033 · 98th
- SCH $870M
- SCH 6,033
- SCH 98th
- SCH 401(k)
- SCH near American Fidelity Companies Employee Savings Plan
- SCH ind #17253
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 Arizona →
Carlisle, LLC Employee Incentive Savings Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $829M |
|---|---|
| Net Assets (End of Year) | $870M |
| Net Income | $21M |
| Employer EIN | 230457510 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlisle, LLC)
Sponsor-wide plan assets over time
All Carlisle, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $928M 8.827706932961418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,000 | $853M |
| 2023 | 2 | 7,167 | $944M |
| 2024 | 2 | 6,274 | $928M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Scale composition for Carlisle, LLC Employee Incentive Savings Plan
Carlisle, LLC Employee Incentive Savings Plan reports $870M in end-of-year assets across 6,033 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $144,152 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2024 was $21M.
This plan identity (EIN 230457510, plan #019) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $734M to $870M (+18.5%) while covered participants moved from 6,689 to 6,033 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,689 | $734M | Open filing |
| 2023 | 6,890 | $829M | Open filing |
| 2024 · index core | 6,033 | $870M | This page |
Carlisle, LLC Employee Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is American Fidelity Companies Employee Savings Plan in OK ($870M); by covered participants it is Leonardo Drs, Inc. 401(k) Plan in VA (6,030 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($870M here).
- American Fidelity Companies Employee Savings Plan (OK) $870M · 3,606
- Squire Patton Boggs Retirement Savings Plan (OH) $869M · 1,103
- Catalent Pharma Solutions, Inc. 401(k) Plan (NJ) $871M · 9,082
- The Reynolds and Reynolds Company 401(k) Savings Plan (OH) $868M · 5,448
Similar participant headcount
Nearest other-state filings by covered participants (6,033 participants); asset peers above are excluded.
- Leonardo Drs, Inc. 401(k) Plan (VA) 6,030 · 3 off
- Meruelo Group 401(k) Plan and Trust (CA) 6,026 · 7 off
- Winnebago Industries, Inc. Profit Sharing and Deferred Savings and Investment Plan (MN) 6,042 · 9 off
- Mondelez Global LLC Thrift Plan (IL) 6,043 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.