Plan5500

The Carlyle Group Employee Co, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Carlyle Group Employee Co, LLC (EIN 52-1887096) is a plan sponsor located in Washington, DC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1887096
Location
Washington, DC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Carlyle Group Employee Co, LLC

  • 3 loaded plans hold $399.6M in reported assets.
  • The largest, The Carlyle Group 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,963 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$399.6MSummed across loaded plans$399,595,281
Total reported assets$399.6M$399,595,281
Total reported participants4K3,963
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$399.6M total assets
Net assets$399.6MLiabilities$0
Contributions & income
Employer contributions$7.4M
Participant contributions$23.6M
Total income / additions$104.3M
Expenses & distributions
Benefits paid / distributions$26.7M
Total expenses$26.9M
Net increase / (decrease)$77.4M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Carlyle Group 401(K) Plan
Participants per plan1,321Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Carlyle Group 401(K) Plan$399.6M
    Plan #001 · 2,262 participants · 2023
  2. 2
    The Carlyle Group Health And Welfare Plansnot reported in the loaded dataset
    Plan #501 · 1,432 participants · 2023
  3. 3
    Carlyle Group Flexible Spending Plannot reported in the loaded dataset
    Plan #520 · 269 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Carlyle Group Employee Co, LLC. Open one for its full reported snapshot.

  1. 2023
    The Carlyle Group Health And Welfare Plans1,432 participants · 2No schedules
    View filing →
  2. 2023
    Carlyle Group Flexible Spending Plan269 participants · 2No schedules
    View filing →
  3. 2023
    The Carlyle Group 401(K) Plan2,262 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Carlyle Group Employee Co, LLC report on Form 5500?
The Carlyle Group Employee Co, LLC (EIN 52-1887096) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Carlyle Group Employee Co, LLC?
The Employer Identification Number (EIN) reported for The Carlyle Group Employee Co, LLC is 52-1887096.
What is the latest Form 5500 filing year for The Carlyle Group Employee Co, LLC?
The latest loaded Form 5500 filing year for The Carlyle Group Employee Co, LLC is 2023.

Related Form 5500 pages