Other · DOL Form 5500 · 2024

Carillon, Inc. Retirement Plan

Data updated 2026-08-25

$979K
Total assets Small plan by assets
260
Participants Below avg headcount
23rd
Percentile by assets National rank
$3,767
Avg per participant Low balance/head
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Official DOL plan name: Carillon, Inc. Employee Savings Plan · Sponsored by Carillon, Inc. · Texas · Healthcare & Social Assistance

$979K in assets, 260 participants

Carillon, Inc.'s Carillon, Inc. Employee Savings Plan reported $979K in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,188 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Carillon, Inc. Employee Savings Plan covers 260 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $979K.

#3,188
in Healthcare & Social Assistance (16,916 peers)
-9.4%
assets change YoY

The plan reported a net loss of $102K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carillon, Inc. Employee Savings Plan among the smaller filed plans by assets

Carillon, Inc. Employee Savings Plan vs every filed plan by assets

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

$979,368 23rd percentile higher than 23% 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

Carillon, Inc. Employee Savings 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. Carillon, Inc. Employee Savings Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carillon, Inc. Employee Savings Plan reported net income fell from -$36K in the plan year 2023 filing to -$102K in the plan year 2024 filing.
  • Carillon, Inc. Employee Savings Plan reported participants rose from 234 in the plan year 2023 filing to 260 in the plan year 2024 filing.
  • Carillon, Inc. Employee Savings Plan end-of-year assets fell from $1M in the plan year 2023 filing to $979K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742070670 · Carillon, Inc. PY 2024 · Other

Carillon, Inc. Employee Savings Plan · $979K · 260 · 23rd

  • EIN $979K
  • RANK 260
  • PHOTO 23rd
  • IND Other
  • EOY near Larry Greenbaum Keogh
  • 5500 ind #3188

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Carillon, Inc. Employee Savings Plan in the asset neighbourhood

Magnolia Coastlands Ahec Ret Plan Type 403(b)Magnolia Coastlands Ahec Ret…$988KFarel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017Farel Byrd, Cpa, PA Retireme…$989KCarillon, Inc. Employee Savings PlanCarillon, Inc. Employee Savi…$979KLarry Greenbaum Keogh$971KWestbury Friends School 403(b) DC Plan 367055Westbury Friends School 403(…$970K
End-of-year total assets ($M) among Carillon, Inc. Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$979K
Net Income-$102K
Employer EIN742070670
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carillon, Inc.)

Sponsor-wide plan assets over time

All Carillon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$979K 12.39992164572598% vs 2022
2024 filing year
$0.95M$1M$1.05M$1.1M$1.15M 202220232024 $1.12M $0.98M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 279 $1M
2023 1 234 $1M
2024 1 260 $979K

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Carillon, Inc. Employee Savings Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Carillon, Inc. Employee Savings Plan, Total assets ($B): 0.000979368 · Participants: 260Carillon, Inc. Employee Savings PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Carillon, Inc. Employee Savings Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Carillon, Inc. Employee Savings Plan side-by-side with 3 peers →

Carillon, Inc. Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Larry Greenbaum Keogh in MD ($971K); by covered participants it is Polytechnic School Defined Contribution Retirement Plan in CA (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Carillon, Inc. Employee Savings Plan assets move in 2024? ▼
Carillon, Inc. Employee Savings Plan pulled back noticeably - down 9.4% during 2024, from $1M to $979K. Reported net income was -$102K.
How have Carillon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carillon, Inc.'s sponsor-wide assets declined 12.4%, from $1M to $979K.
Where does Carillon, Inc. Employee Savings Plan rank by assets among Form 5500 filers? ▼
Carillon, Inc. Employee Savings Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Carillon, Inc. Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Larry Greenbaum Keogh in MD ($971K, 4 participants).
Which Other plans cover a similar participant headcount to Carillon, Inc. Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Polytechnic School Defined Contribution Retirement Plan in CA (260 participants, $100M 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 742070670.

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.