401(k) · DOL Form 5500 · 2024

Carlisle Etcetera LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
65
Participants Small participant base
48th
Percentile by assets National rank
$104,494
Avg per participant Below avg balance/head
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Official DOL plan name: Carlisle Etcetera LLC 401(k) Plan · Sponsored by Carlisle Etcetera LLC · Maryland · Wholesale Trade

$7M in assets, 65 participants

Carlisle Etcetera LLC's Carlisle Etcetera LLC 401(k) Plan reported $7M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,273 in Wholesale Trade (6,080 peers)

Carlisle Etcetera LLC multi-year trail

Carlisle Etcetera LLC's plans moved +12.5% in assets from 2022 to 2024; this filing shows Carlisle Etcetera LLC 401(k) Plan at $7M / 65 participants.

#2,273
in Wholesale Trade (6,080 peers)
+3.1%
assets growth YoY

Carlisle Etcetera LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Carlisle Etcetera LLC 401(k) Plan vs every filed plan by assets

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

$6,792,133 48th percentile higher than 48% 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

Carlisle Etcetera LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlisle Etcetera LLC 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlisle Etcetera LLC 401(k) Plan reported net income fell from $549K in the plan year 2023 filing to $207K in the plan year 2024 filing.
  • Carlisle Etcetera LLC 401(k) Plan reported participants rose from 62 in the plan year 2023 filing to 65 in the plan year 2024 filing.
  • Carlisle Etcetera LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 455022305 · Carlisle Etcetera LLC PY 2024 · 401(k)

Carlisle Etcetera LLC 401(k) Plan · $7M · 65 · 48th

  • NET $7M
  • BOOK 65
  • VS-ST 48th
  • BOY 401(k)
  • SCH near Lonestar Construction Retirement Savings Plan
  • EBSA ind #2273

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 Wholesale Trade retirement plans → · Plans in Maryland →

Carlisle Etcetera LLC 401(k) Plan in the asset neighbourhood

Carlisle Etcetera LLC 401(k) PlanCarlisle Etcetera LLC 401(k)…$7MLonestar Construction Retirement Savings PlanLonestar Construction Retire…$7MBenefit Recovery 401(k) Plan$7MJaipur Living Inc. 401(k) PlanJaipur Living Inc. 401(k) Pl…$7MPacific Storage Company 401(k) Profit Sharing PlanPacific Storage Company 401(…$7M
End-of-year total assets ($M) among Carlisle Etcetera LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carlisle Etcetera LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carlisle Etcetera LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.517528751293586% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $6.04M $6.79M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 73 $6M
2023 1 62 $7M
2024 1 65 $7M

Carlisle Etcetera LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$207K
Employer EIN455022305
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Carlisle Etcetera LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carlisle Etcetera LLC 401(k) Plan, Total assets ($B): 0.006792133 · Participants: 65Carlisle Etcetera LLC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Carlisle Etcetera LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Carlisle Etcetera LLC 401(k) Plan side-by-side with 3 peers →

Carlisle Etcetera LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Lonestar Construction Retirement Savings Plan in CA ($7M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Carlisle Etcetera LLC 401(k) Plan assets move in 2024? ▼
Carlisle Etcetera LLC 401(k) Plan edged up modestly - up 3.1% during 2024, from $7M to $7M. Reported net income was $207K.
How have Carlisle Etcetera LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlisle Etcetera LLC's sponsor-wide assets grew 12.5%, from $6M to $7M.
Which 401(k) plans are similar in size to Carlisle Etcetera LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lonestar Construction Retirement Savings Plan in CA ($7M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Carlisle Etcetera LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants, $3M 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 455022305.

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.