401(k) · DOL Form 5500 · 2024

Carlisle, LLC 401(k) Plan

Data updated 2026-07-24

$870M
Total assets: 6,033
Participants: 98th
Percentile by assets: $144,152
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

Coverage in Arizona

Carlisle, LLC Employee Incentive Savings Plan covers 6,033 participants in Arizona, 10x the typical Arizona plan (state average ~577 per filing). Assets: $870M.

$870M
total plan assets (2024 EOY): 6,033
covered participants: 98th
percentile by assets (of 116,472 plans): $144,152
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Arizona

Industry

Manufacturing

Participants vs Arizona filers

In Arizona, the average filing covers about 577 participants across 2,182 plans. Carlisle, LLC Employee Incentive Savings Plan reports 6,033 participants - 10x that state average ($870M EOY assets).

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)

Total plan assets by year, all Carlisle, LLC plans on file

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.

Carlisle, LLC Employee Incentive Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

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

Compare Carlisle, LLC Employee Incentive Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carlisle, LLC Employee Incentive Savings Plan by total assets, not by location.

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

Frequently Asked Questions

How did Carlisle, LLC Employee Incentive Savings Plan assets move in 2024? ▼

Carlisle, LLC Employee Incentive Savings Plan edged up modestly - up 4.9% during 2024, from $829M to $870M. Reported net income was $21M.

How have Carlisle, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carlisle, LLC's sponsor-wide assets grew 8.8%, from $853M to $928M.

Where does Carlisle, LLC Employee Incentive Savings Plan rank by assets among Form 5500 filers? ▼

Carlisle, LLC Employee Incentive Savings Plan ranks in the 98th 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 401(k) plans are similar in size to Carlisle, LLC Employee Incentive Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is American Fidelity Companies Employee Savings Plan in OK ($870M, 3,606 participants).

Next read for Carlisle, LLC Employee Incentive Savings…

Filing takeaways

Ways to act on Carlisle, LLC Employee Incentive Savings Plan's numbers.

By total assets, Carlisle, LLC Employee Incentive Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
Carlisle, LLC's sponsor-wide assets have grown 8.8% 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 230457510.

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.