Defined Benefit (Pension) · DOL Form 5500 · 2024

Carlisle LLC Pension Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
241
Participants Below avg headcount
86th
Percentile by assets National rank
$241,367
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Carlisle LLC · Sponsored by Carlisle LLC · Arizona · Manufacturing

$58M in assets, 241 participants

Carlisle LLC's Retirement Plan for Employees of Carlisle LLC reported $58M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,170 in Manufacturing (17,777 peers)

Coverage in Arizona

Retirement Plan for Employees of Carlisle LLC covers 241 participants in Arizona, about 43% of the average Arizona filer (state average ~564 per filing). Assets: $58M.

#14,170
in Manufacturing (17,777 peers)
-49.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $57M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Carlisle LLC's outsized position by total assets

Retirement Plan for Employees of Carlisle LLC vs every filed plan by assets

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

$58,169,465 Top 14% higher than 86% 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

Retirement Plan for Employees of Carlisle LLC 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. Retirement Plan for Employees of Carlisle LLC sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Carlisle LLC reported net income fell from -$4M in the plan year 2023 filing to -$57M in the plan year 2024 filing.
  • Retirement Plan for Employees of Carlisle LLC end-of-year assets fell from $115M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Retirement Plan for Employees of Carlisle LLC reported participants fell from 277 in the plan year 2023 filing to 241 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 230457510 · Carlisle LLC PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Carlisle LLC · $58M · 241 · 86th

  • BOOK $58M
  • BOOK 241
  • BOOK 86th
  • BOOK Defined Benefit (Pension)
  • BOOK near Retirement Plan for Employees of Ion Bank
  • BOOK ind #14170

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 →

Retirement Plan for Employees of Carlisle LLC in the asset neighbourhood

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement PlanThe Institute of Electrical …$58MTd Securities USA Pension PlanTd Securities USA Pension Pl…$58MRetirement Plan for Employees of Ion BankRetirement Plan for Employee…$58MRetirement Plan for Employees of Carlisle LLCRetirement Plan for Employee…$58MPlan De Pensiones Cooperativa De Seguros MultiplesPlan De Pensiones Cooperativ…$58M
End-of-year total assets ($M) among Retirement Plan for Employees of Carlisle LLC and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$58M
Net Income-$57M
Employer EIN230457510
Plan Effective Date1944-10-31
Filing StatusFILING 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
$800M$850M$900M$950M$1,000M 202220232024 $853M $928M ▲ +8.8%
Year Plans Participants Total Assets
2022 2 7,000 $853M
2023 2 7,167 $944M
2024 2 6,274 $928M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Carlisle LLC vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Retirement Plan for Employees of Carlisle LLC, Total assets ($B): 0.058169465 · Participants: 241Retirement Plan for Employees of Carlisle LLCPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Retirement Plan for Employees of Carlisle LLC vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Retirement Plan for Employees of Carlisle LLC side-by-side with 3 peers →

Retirement Plan for Employees of Carlisle LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Ion Bank in CT ($58M); by covered participants it is Horne Brothers Construction, Inc. Cash Balance Pension Plan in NC (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Retirement Plan for Employees of Carlisle LLC assets move in 2024? ▼
Retirement Plan for Employees of Carlisle LLC contracted severely - down 49.3% during 2024, from $115M to $58M. Reported net income was -$57M.
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 Retirement Plan for Employees of Carlisle LLC rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Carlisle LLC ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Carlisle LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Ion Bank in CT ($58M, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Carlisle LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horne Brothers Construction, Inc. Cash Balance Pension Plan in NC (241 participants, $7M 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 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.