401(k) · DOL Form 5500 · 2024

Carousel Industries of North America 401(k) Plan

Data updated 2026-08-25

$194M
Total assets Near avg plan size
695
Participants Below avg headcount
94th
Percentile by assets National rank
$279,545
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nwn Carousel 401(k) Plan · Sponsored by Carousel Industries of North America · Rhode Island · Professional & Technical Services

$194M in assets, 695 participants

Carousel Industries of North America's Nwn Carousel 401(k) Plan reported $194M in total assets and 695 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,230 in Professional & Technical Services (20,173 peers)

Coverage in Rhode Island

Nwn Carousel 401(k) Plan covers 695 participants in Rhode Island, about 48% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $194M.

#19,230
in Professional & Technical Services (20,173 peers)
+8.9%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Nwn Carousel 401(k) Plan's outsized position by total assets

Nwn Carousel 401(k) Plan vs every filed plan by assets

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

$194,283,631 Top 6% higher than 94% 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

Nwn Carousel 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. Nwn Carousel 401(k) Plan sits mid-pack in the medium band (695 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nwn Carousel 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Nwn Carousel 401(k) Plan end-of-year assets rose from $178M in the plan year 2023 filing to $194M in the plan year 2024 filing.
  • Nwn Carousel 401(k) Plan reported participants rose from 659 in the plan year 2023 filing to 695 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061502254 · Carousel Industries of North America PY 2024 · 401(k)

Nwn Carousel 401(k) Plan · $194M · 695 · 94th

  • BOOK $194M
  • BOOK 695
  • BOOK 94th
  • BOOK 401(k)
  • BOOK near Bowman and Brooke LLP Retirement Savings Plan
  • BOOK ind #19230

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 Professional & Technical Services retirement plans → · Plans in Rhode Island →

Nwn Carousel 401(k) Plan in the asset neighbourhood

Nwn Carousel 401(k) Plan$194MBowman and Brooke LLP Retirement Savings PlanBowman and Brooke LLP Retire…$194MOpex Corporation 401(k) Profit Sharing PlanOpex Corporation 401(k) Prof…$194MMyeyedr. 401(k) Plan$194MHaverty Furniture Companies, Inc. Thrift PlanHaverty Furniture Companies,…$194M
End-of-year total assets ($M) among Nwn Carousel 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$194M
Net Income$16M
Employer EIN061502254
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carousel Industries of North America)

Sponsor-wide plan assets over time

All Carousel Industries of North America plans reported in each filing year

Latest sponsor-wide plan assets
$194M 102.23749201716564% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $96.1M $194M ▲ +102.2%
Year Plans Participants Total Assets
2022 1 678 $96M
2023 1 659 $178M
2024 1 695 $194M

Nearby 401(k) Plans in Rhode Island

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

Nwn Carousel 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Nwn Carousel 401(k) Plan, Total assets ($B): 0.194283631 · Participants: 695Nwn Carousel 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Nwn Carousel 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Nwn Carousel 401(k) Plan side-by-side with 3 peers →

Nwn Carousel 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Bowman and Brooke LLP Retirement Savings Plan in MN ($194M); by covered participants it is Georgia's Own Credit Union Employees Savings Plan & Trust in GA (695 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($194M here).

Similar participant headcount

Nearest other-state filings by covered participants (695 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 Nwn Carousel 401(k) Plan assets move in 2024? ▼
Nwn Carousel 401(k) Plan grew at a solid clip - up 8.9% during 2024, from $178M to $194M. Reported net income was $16M.
How have Carousel Industries of North America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carousel Industries of North America's sponsor-wide assets grew 102.2%, from $96M to $194M.
Where does Nwn Carousel 401(k) Plan rank by assets among Form 5500 filers? ▼
Nwn Carousel 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Nwn Carousel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bowman and Brooke LLP Retirement Savings Plan in MN ($194M, 392 participants).
Which 401(k) plans cover a similar participant headcount to Nwn Carousel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Georgia's Own Credit Union Employees Savings Plan & Trust in GA (695 participants, $88M 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 061502254.

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.