401(k) · DOL Form 5500 · 2024
Carle Holding Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $330M
- Total assets Above avg plan size
- 2,167
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $152,083
- Avg per participant Above avg balance/head
Official DOL plan name: Carle Profit Sharing Plan · Sponsored by Carle Holding Company, Inc. · Illinois · Healthcare & Social Assistance
$330M in assets, 2,167 participants
Carle Holding Company, Inc.'s Carle Profit Sharing Plan reported $330M in total assets and 2,167 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,289 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Carle Profit Sharing Plan covers 2,167 participants in Illinois, 2.8x the typical Illinois plan (state average ~779 per filing). Assets: $330M.
- #16,289
- in Healthcare & Social Assistance (16,916 peers)
- +0.8%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Carle Profit Sharing Plan's outsized position by total assets
Carle Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$329,564,140 Top 4% higher than 96% 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
Carle Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carle Profit Sharing Plan lands in the large band (2,167 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carle Profit Sharing Plan reported net income fell from $38M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Carle Profit Sharing Plan reported participants fell from 2,229 in the plan year 2023 filing to 2,167 in the plan year 2024 filing.
- Carle Profit Sharing Plan end-of-year assets rose from $327M in the plan year 2023 filing to $330M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 371188284 · Carle Holding Company, Inc. PY 2024 · 401(k)
Carle Profit Sharing Plan · $330M · 2,167 · 96th
- ASSETS $330M
- PCT 2,167
- EIN 96th
- RANK 401(k)
- PHOTO near Stanley Retirement Plan
- IND ind #16289
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 Illinois →
Carle Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $327M |
|---|---|
| Net Assets (End of Year) | $330M |
| Net Income | $3M |
| Employer EIN | 371188284 |
| Plan Effective Date | 1975-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carle Holding Company, Inc.)
Sponsor-wide plan assets over time
All Carle Holding Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $330M 13.962570149415793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,227 | $289M |
| 2023 | 1 | 2,229 | $327M |
| 2024 | 1 | 2,167 | $330M |
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
Carle Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Stanley Retirement Plan in IA ($330M); by covered participants it is Ardagh North America 401(k) Plan in IN (2,167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($330M here).
- Stanley Retirement Plan (IA) $330M · 806
- Precisely Software Incorporated 401(k) Plan (MA) $329M · 1,099
- Clariant Retirement Savings Plan (NC) $330M · 1,033
- Frost Brown Todd LLP Retirement Savings Plan (KY) $330M · 645
Similar participant headcount
Nearest other-state filings by covered participants (2,167 participants); asset peers above are excluded.
- Ardagh North America 401(k) Plan (IN) 2,167 · 0 off
- Krystal Restaurants LLC 401(k) Plan (GA) 2,166 · 1 off
- Fogo De Chao 401(k) Retirement Plan (TX) 2,165 · 2 off
- Ashley Furniture Homestore 401(k) Plan (TN) 2,165 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.