Carle Holding Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Carle Holding Company, Inc. 401(k) Plan Facts

Plan name
CARLE PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARLE HOLDING COMPANY, INC.
Participants
2,772 (1,869 active employees)
Former employees with a balance
617
Plan assets
$329,564,140 at Dec 31, 2024
Average account balance
$137,663 across 2,394 accounts
Employer contributions
$1,996,545 in plan year 2024 (30% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 1975
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Feb 27, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.66 million went into the plan in contributions, $2.00 million of it from the employer (30%).
  • $45.3 million was paid out to participants.
  • Investment and other income added $41.4 million.
  • Administrative expenses were $283,272, about $118 per account.

How the Carle Holding Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,452$278.4 million$2.71 million$27.7 million
20202,742$310.7 million$2.94 million$17.7 million
20212,805$364.1 million$999,237$24.8 million
20222,805$289.2 million$1.07 million$22.7 million
20232,763$327.1 million$758,566$17.0 million
20242,772$329.6 million$2.00 million$45.3 million

Carle Holding Company, Inc. 401(k) Contact Information

Phone
217-383-3288
Mailing address
611 WEST PARK STREET, URBANA IL 61801
Plan sponsor
CARLE HOLDING COMPANY, INC.
Employer identification number (EIN)
37-1188284
Plan number
002

Questions about the Carle Holding Company, Inc. 401(k)

Does Carle Holding Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.00 million, 30% of all contributions.

Does the Carle Holding Company, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Carle Holding Company, Inc 401(k) plan?

2,772 participants at the start of plan year 2024, 1,869 of them active employees, and 617 former employees who still had money in the plan.

What is the average 401(k) balance at Carle Holding Company, Inc?

About $137,663 per account: $329.6 million in plan assets across 2,394 accounts with a balance at the end of plan year 2024.

Who manages the Carle Holding Company, Inc 401(k) accounts?

Alliance Benefit Group is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Carle Holding Company, Inc. How do I access my 401(k)?

Your account stays with Alliance Benefit Group after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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