401(k) · DOL Form 5500 · 2024
Carrier Group Benefits, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 220
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $22,605
- Avg per participant Low balance/head
Official DOL plan name: Carrier Group Benefits, LLC 401(k) Plan · Sponsored by Carrier Group Benefits, LLC · Maine · Manufacturing
$5M in assets, 220 participants
Carrier Group Benefits, LLC's Carrier Group Benefits, LLC 401(k) Plan reported $5M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,435 in Manufacturing (17,777 peers)
Coverage in Maine
Carrier Group Benefits, LLC 401(k) Plan covers 220 participants in Maine, about 47% of the average Maine filer (state average ~472 per filing). Assets: $5M.
- #4,435
- in Manufacturing (17,777 peers)
- +24.0%
- assets growth YoY
Carrier Group Benefits, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Carrier Group Benefits, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,973,051 42nd percentile higher than 42% 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
Carrier Group Benefits, LLC 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. Carrier Group Benefits, LLC 401(k) Plan sits mid-pack in the medium band (220 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carrier Group Benefits, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Carrier Group Benefits, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $964K in the plan year 2024 filing.
- Carrier Group Benefits, LLC 401(k) Plan reported participants fell from 228 in the plan year 2023 filing to 220 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 832483336 · Carrier Group Benefits, LLC PY 2024 · 401(k)
Carrier Group Benefits, LLC 401(k) Plan · $5M · 220 · 42nd
- VS-ST $5M
- VS-ST 220
- VS-ST 42nd
- VS-ST 401(k)
- VS-ST near A & B Distributors Retirement Plan
- VS-ST ind #4435
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 Maine →
Carrier Group Benefits, LLC 401(k) Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $964K |
| Employer EIN | 832483336 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carrier Group Benefits, LLC)
Sponsor-wide plan assets over time
All Carrier Group Benefits, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 77.48751211670871% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 231 | $3M |
| 2023 | 1 | 228 | $4M |
| 2024 | 1 | 220 | $5M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $6.0B · 31,654
- Unum Group 401(k) Retirement Plan $2.5B · 9,451
- Idexx Retirement and Incentive Savings Plan $1.2B · 6,776
- Hannaford Bros. Co. 401(k) Plan $1.1B · 29,915
- Ahold Delhaize USA Services 401(k) Plan $1.0B · 3,012
Carrier Group Benefits, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is A & B Distributors Retirement Plan in OK ($5M); by covered participants it is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- A & B Distributors Retirement Plan (OK) $5M · 146
- Rodeo Dental and Orthodontics 401(k) Plan (TX) $5M · 971
- Stored Energy Holdings 401(k) Plan (MA) $5M · 92
- Tecovas 401(k) Plan (TX) $5M · 786
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- Palomar Holdings, Inc. 401(k) Plan (CA) 220 · 0 off
- Stodge Inc 401(k) Plan (AZ) 220 · 0 off
- Onegoal Retirement Trust (IL) 220 · 0 off
- Abnb Federal Credit Union 401(k) Plan & Trust (VA) 220 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.