401(k) · DOL Form 5500 · 2024
Carlin Group Holdco 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 339
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $51,251
- Avg per participant Low balance/head
Official DOL plan name: Ca Carlin 401(k) Plan · Sponsored by Carlin Group Holdco · Illinois · Wholesale Trade
$17M in assets, 339 participants
Carlin Group Holdco's Ca Carlin 401(k) Plan reported $17M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #3,776 in Wholesale Trade (6,080 peers)
Coverage in Illinois
Ca Carlin 401(k) Plan covers 339 participants in Illinois, about 43% of the average Illinois filer (state average ~779 per filing). Assets: $17M.
- #3,776
- in Wholesale Trade (6,080 peers)
- +16.7%
- assets growth YoY
Ca Carlin 401(k) Plan's outsized position by total assets
Ca Carlin 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,374,148 Top 33% higher than 67% 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
Ca Carlin 401(k) Plan 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. Ca Carlin 401(k) Plan sits mid-pack in the medium band (339 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ca Carlin 401(k) Plan reported participants rose from 287 in the plan year 2023 filing to 339 in the plan year 2024 filing.
- Ca Carlin 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Ca Carlin 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
DOL schedule card
Filing strip 832787864 · Carlin Group Holdco PY 2024 · 401(k)
Ca Carlin 401(k) Plan · $17M · 339 · 67th
- PCT $17M
- EIN 339
- RANK 67th
- PHOTO 401(k)
- IND near Wyandot, Inc. 401(k) Profit Sharing Plan
- EOY ind #3776
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 Illinois →
Ca Carlin 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 832787864 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlin Group Holdco)
Sponsor-wide plan assets over time
All Carlin Group Holdco plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 49.301933045691385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $12M |
| 2023 | 1 | 287 | $15M |
| 2024 | 1 | 339 | $17M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Ca Carlin 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Wyandot, Inc. 401(k) Profit Sharing Plan in OH ($17M); by covered participants it is Iwx 401(k) Plan in MO (339 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Wyandot, Inc. 401(k) Profit Sharing Plan (OH) $17M · 308
- Csafe Global 401(k) Plan (OH) $17M · 160
- Ntt Data Europe & Latam, Branch in USA, Inc. 401(k) Retirement Plan (VA) $17M · 125
- Hooters of America, LLC 401(k) Plan (GA) $17M · 5,077
Similar participant headcount
Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.
- Iwx 401(k) Plan (MO) 339 · 0 off
- Hilo Medical Investors, Ltd. 401(k) Plan (HI) 339 · 0 off
- The Riseit 401(k) Plan (TX) 339 · 0 off
- Telarus 401(k) Profit Sharing Plan (UT) 339 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.