Current Snapshot
Latest Year
2024
2024 Participants
156
2024 Assets
$8,844,634
2024 Contributions
$1,691,988
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 156 | $8,844,634 | $1,691,988 | $10,846iApproximate average salary by contribution assumption: employee only about $271,152 at 4% or $180,768 at 6%; with 50% employer match about $180,768 at 4% or $120,512 at 6%; with 100% employer match about $135,576 at 4% or $90,384 at 6%. |
| Carel USA 401K Plan | - | 156 | $8,844,634 | $1,691,988 | $10,846iApproximate average salary by contribution assumption: employee only about $271,152 at 4% or $180,768 at 6%; with 50% employer match about $180,768 at 4% or $120,512 at 6%; with 100% employer match about $135,576 at 4% or $90,384 at 6%. |
| 2023 | 3 | 142 | $6,750,782 | $1,159,523 | $8,166iApproximate average salary by contribution assumption: employee only about $204,141 at 4% or $136,094 at 6%; with 50% employer match about $136,094 at 4% or $90,729 at 6%; with 100% employer match about $102,071 at 4% or $68,047 at 6%. |
| Carel USA 401K Plan | - | 142 | $6,750,782 | $1,159,523 | $8,166iApproximate average salary by contribution assumption: employee only about $204,141 at 4% or $136,094 at 6%; with 50% employer match about $136,094 at 4% or $90,729 at 6%; with 100% employer match about $102,071 at 4% or $68,047 at 6%. |
| CAREL USA, INC. HEALTH & WELFARE PLAN | - | 0 | - | - | - |
| CAREL USA, INC. HEALTH & WELFARE PLAN | - | 140 | - | - | - |
| 2022 | 2 | 126 | $4,873,590 | $900,446 | $7,146iApproximate average salary by contribution assumption: employee only about $178,660 at 4% or $119,107 at 6%; with 50% employer match about $119,107 at 4% or $79,404 at 6%; with 100% employer match about $89,330 at 4% or $59,553 at 6%. |
| Carel USA 401K Plan | - | 124 | $4,873,590 | $900,446 | $7,262iApproximate average salary by contribution assumption: employee only about $181,542 at 4% or $121,028 at 6%; with 50% employer match about $121,028 at 4% or $80,685 at 6%; with 100% employer match about $90,771 at 4% or $60,514 at 6%. |
| CAREL USA INC. HEALTH & WELFARE PLAN | - | 126 | - | - | - |
| 2021 | 2 | 120 | $5,896,380 | $931,908 | $7,766iApproximate average salary by contribution assumption: employee only about $194,148 at 4% or $129,432 at 6%; with 50% employer match about $129,432 at 4% or $86,288 at 6%; with 100% employer match about $97,074 at 4% or $64,716 at 6%. |
| Carel USA 401K Plan | - | 120 | $5,896,380 | $931,908 | $7,766iApproximate average salary by contribution assumption: employee only about $194,148 at 4% or $129,432 at 6%; with 50% employer match about $129,432 at 4% or $86,288 at 6%; with 100% employer match about $97,074 at 4% or $64,716 at 6%. |
| CAREL USA INC. HEALTH & WELFARE PLAN | - | 103 | - | - | - |
| 2020 | 4 | 116 | $4,807,422 | $826,642 | $7,126iApproximate average salary by contribution assumption: employee only about $178,156 at 4% or $118,770 at 6%; with 50% employer match about $118,770 at 4% or $79,180 at 6%; with 100% employer match about $89,078 at 4% or $59,385 at 6%. |
| Carel USA 401K Plan | - | 116 | $4,807,422 | $826,642 | $7,126iApproximate average salary by contribution assumption: employee only about $178,156 at 4% or $118,770 at 6%; with 50% employer match about $118,770 at 4% or $79,180 at 6%; with 100% employer match about $89,078 at 4% or $59,385 at 6%. |
| Carel USA 401K Plan | - | 98 | - | - | - |
| PPO HRA 7000 | - | 98 | - | - | - |
| CAREL USA INC. HEALTH AND WELFARE PLAN | - | 103 | - | - | - |
| 2019 | 1 | 96 | $3,864,169 | $697,031 | $7,261iApproximate average salary by contribution assumption: employee only about $181,518 at 4% or $121,012 at 6%; with 50% employer match about $121,012 at 4% or $80,675 at 6%; with 100% employer match about $90,759 at 4% or $60,506 at 6%. |
| Carel USA 401K Plan | - | 96 | $3,864,169 | $697,031 | $7,261iApproximate average salary by contribution assumption: employee only about $181,518 at 4% or $121,012 at 6%; with 50% employer match about $121,012 at 4% or $80,675 at 6%; with 100% employer match about $90,759 at 4% or $60,506 at 6%. |
| 2018 | 1 | 100 | $3,140,337 | $605,614 | $6,056iApproximate average salary by contribution assumption: employee only about $151,404 at 4% or $100,936 at 6%; with 50% employer match about $100,936 at 4% or $67,290 at 6%; with 100% employer match about $75,702 at 4% or $50,468 at 6%. |
| Carel USA 401K Plan | - | 100 | $3,140,337 | $605,614 | $6,056iApproximate average salary by contribution assumption: employee only about $151,404 at 4% or $100,936 at 6%; with 50% employer match about $100,936 at 4% or $67,290 at 6%; with 100% employer match about $75,702 at 4% or $50,468 at 6%. |
| 2017 | 1 | 85 | $2,908,497 | $407,517 | $4,794iApproximate average salary by contribution assumption: employee only about $119,858 at 4% or $79,905 at 6%; with 50% employer match about $79,905 at 4% or $53,270 at 6%; with 100% employer match about $59,929 at 4% or $39,953 at 6%. |
| Carel USA 401K Plan | - | 85 | $2,908,497 | $407,517 | $4,794iApproximate average salary by contribution assumption: employee only about $119,858 at 4% or $79,905 at 6%; with 50% employer match about $79,905 at 4% or $53,270 at 6%; with 100% employer match about $59,929 at 4% or $39,953 at 6%. |
| 2016 | 1 | 78 | $2,334,083 | $355,238 | $4,554iApproximate average salary by contribution assumption: employee only about $113,858 at 4% or $75,906 at 6%; with 50% employer match about $75,906 at 4% or $50,604 at 6%; with 100% employer match about $56,929 at 4% or $37,953 at 6%. |
| Carel USA 401K Plan | - | 78 | $2,334,083 | $355,238 | $4,554iApproximate average salary by contribution assumption: employee only about $113,858 at 4% or $75,906 at 6%; with 50% employer match about $75,906 at 4% or $50,604 at 6%; with 100% employer match about $56,929 at 4% or $37,953 at 6%. |
| 2015 | 1 | 71 | $1,961,379 | $333,626 | $4,699iApproximate average salary by contribution assumption: employee only about $117,474 at 4% or $78,316 at 6%; with 50% employer match about $78,316 at 4% or $52,211 at 6%; with 100% employer match about $58,737 at 4% or $39,158 at 6%. |
| Carel USA 401K Plan | - | 71 | $1,961,379 | $333,626 | $4,699iApproximate average salary by contribution assumption: employee only about $117,474 at 4% or $78,316 at 6%; with 50% employer match about $78,316 at 4% or $52,211 at 6%; with 100% employer match about $58,737 at 4% or $39,158 at 6%. |
| 2014 | 1 | 62 | $1,676,558 | $263,920 | $4,257iApproximate average salary by contribution assumption: employee only about $106,419 at 4% or $70,946 at 6%; with 50% employer match about $70,946 at 4% or $47,297 at 6%; with 100% employer match about $53,210 at 4% or $35,473 at 6%. |
| Carel USA 401K Plan | - | 62 | $1,676,558 | $263,920 | $4,257iApproximate average salary by contribution assumption: employee only about $106,419 at 4% or $70,946 at 6%; with 50% employer match about $70,946 at 4% or $47,297 at 6%; with 100% employer match about $53,210 at 4% or $35,473 at 6%. |
| 2013 | 1 | 56 | $1,533,279 | $301,921 | $5,391iApproximate average salary by contribution assumption: employee only about $134,786 at 4% or $89,857 at 6%; with 50% employer match about $89,857 at 4% or $59,905 at 6%; with 100% employer match about $67,393 at 4% or $44,929 at 6%. |
| Carel USA 401K Plan | - | 56 | $1,533,279 | $301,921 | $5,391iApproximate average salary by contribution assumption: employee only about $134,786 at 4% or $89,857 at 6%; with 50% employer match about $89,857 at 4% or $59,905 at 6%; with 100% employer match about $67,393 at 4% or $44,929 at 6%. |
| 2012 | 1 | 47 | $1,228,949 | $264,404 | $5,626iApproximate average salary by contribution assumption: employee only about $140,640 at 4% or $93,760 at 6%; with 50% employer match about $93,760 at 4% or $62,507 at 6%; with 100% employer match about $70,320 at 4% or $46,880 at 6%. |
| Carel USA 401K Plan | - | 47 | $1,228,949 | $264,404 | $5,626iApproximate average salary by contribution assumption: employee only about $140,640 at 4% or $93,760 at 6%; with 50% employer match about $93,760 at 4% or $62,507 at 6%; with 100% employer match about $70,320 at 4% or $46,880 at 6%. |
| 2011 | 1 | 43 | $898,632 | $191,168 | $4,446iApproximate average salary by contribution assumption: employee only about $111,144 at 4% or $74,096 at 6%; with 50% employer match about $74,096 at 4% or $49,397 at 6%; with 100% employer match about $55,572 at 4% or $37,048 at 6%. |
| Carel USA 401K Plan | - | 43 | $898,632 | $191,168 | $4,446iApproximate average salary by contribution assumption: employee only about $111,144 at 4% or $74,096 at 6%; with 50% employer match about $74,096 at 4% or $49,397 at 6%; with 100% employer match about $55,572 at 4% or $37,048 at 6%. |
| 2010 | 1 | 39 | $729,691 | $174,141 | $4,465iApproximate average salary by contribution assumption: employee only about $111,629 at 4% or $74,419 at 6%; with 50% employer match about $74,419 at 4% or $49,613 at 6%; with 100% employer match about $55,814 at 4% or $37,210 at 6%. |
| Carel USA 401K Plan | - | 39 | $729,691 | $174,141 | $4,465iApproximate average salary by contribution assumption: employee only about $111,629 at 4% or $74,419 at 6%; with 50% employer match about $74,419 at 4% or $49,613 at 6%; with 100% employer match about $55,814 at 4% or $37,210 at 6%. |
| 2009 | 1 | 30 | $475,650 | $138,697 | $4,623iApproximate average salary by contribution assumption: employee only about $115,581 at 4% or $77,054 at 6%; with 50% employer match about $77,054 at 4% or $51,369 at 6%; with 100% employer match about $57,790 at 4% or $38,527 at 6%. |
| Carel USA 401K Plan | - | 30 | $475,650 | $138,697 | $4,623iApproximate average salary by contribution assumption: employee only about $115,581 at 4% or $77,054 at 6%; with 50% employer match about $77,054 at 4% or $51,369 at 6%; with 100% employer match about $57,790 at 4% or $38,527 at 6%. |
| 2008 | 1 | 33 | $0 | $0 | - |
| Carel USA 401K Plan | - | 33 | - | - | - |
| 2007 | 1 | 36 | $336,119 | $102,964 | $2,860iApproximate average salary by contribution assumption: employee only about $71,503 at 4% or $47,669 at 6%; with 50% employer match about $47,669 at 4% or $31,779 at 6%; with 100% employer match about $35,751 at 4% or $23,834 at 6%. |
| Carel USA 401K Plan | - | 36 | $336,119 | $102,964 | $2,860iApproximate average salary by contribution assumption: employee only about $71,503 at 4% or $47,669 at 6%; with 50% employer match about $47,669 at 4% or $31,779 at 6%; with 100% employer match about $35,751 at 4% or $23,834 at 6%. |
| 2006 | 1 | 31 | $343,792 | $102,746 | $3,314iApproximate average salary by contribution assumption: employee only about $82,860 at 4% or $55,240 at 6%; with 50% employer match about $55,240 at 4% or $36,827 at 6%; with 100% employer match about $41,430 at 4% or $27,620 at 6%. |
| Carel USA 401K Plan | - | 31 | $343,792 | $102,746 | $3,314iApproximate average salary by contribution assumption: employee only about $82,860 at 4% or $55,240 at 6%; with 50% employer match about $55,240 at 4% or $36,827 at 6%; with 100% employer match about $41,430 at 4% or $27,620 at 6%. |
| 2005 | 1 | 22 | $223,908 | $83,653 | $3,802iApproximate average salary by contribution assumption: employee only about $95,060 at 4% or $63,373 at 6%; with 50% employer match about $63,373 at 4% or $42,249 at 6%; with 100% employer match about $47,530 at 4% or $31,687 at 6%. |
| Carel USA 401K Plan | - | 22 | $223,908 | $83,653 | $3,802iApproximate average salary by contribution assumption: employee only about $95,060 at 4% or $63,373 at 6%; with 50% employer match about $63,373 at 4% or $42,249 at 6%; with 100% employer match about $47,530 at 4% or $31,687 at 6%. |
| 2004 | 1 | 17 | $135,206 | $62,270 | $3,663iApproximate average salary by contribution assumption: employee only about $91,574 at 4% or $61,049 at 6%; with 50% employer match about $61,049 at 4% or $40,699 at 6%; with 100% employer match about $45,787 at 4% or $30,525 at 6%. |
| Carel USA 401K Plan | - | 17 | $135,206 | $62,270 | $3,663iApproximate average salary by contribution assumption: employee only about $91,574 at 4% or $61,049 at 6%; with 50% employer match about $61,049 at 4% or $40,699 at 6%; with 100% employer match about $45,787 at 4% or $30,525 at 6%. |
| 2003 | 1 | 17 | $70,386 | $52,016 | $3,060iApproximate average salary by contribution assumption: employee only about $76,494 at 4% or $50,996 at 6%; with 50% employer match about $50,996 at 4% or $33,997 at 6%; with 100% employer match about $38,247 at 4% or $25,498 at 6%. |
| Carel USA 401K Plan | - | 17 | $70,386 | $52,016 | $3,060iApproximate average salary by contribution assumption: employee only about $76,494 at 4% or $50,996 at 6%; with 50% employer match about $50,996 at 4% or $33,997 at 6%; with 100% employer match about $38,247 at 4% or $25,498 at 6%. |
| 2002 | 1 | 11 | $17,491 | $17,247 | $1,568iApproximate average salary by contribution assumption: employee only about $39,198 at 4% or $26,132 at 6%; with 50% employer match about $26,132 at 4% or $17,421 at 6%; with 100% employer match about $19,599 at 4% or $13,066 at 6%. |
| Carel USA 401K Plan | - | 11 | $17,491 | $17,247 | $1,568iApproximate average salary by contribution assumption: employee only about $39,198 at 4% or $26,132 at 6%; with 50% employer match about $26,132 at 4% or $17,421 at 6%; with 100% employer match about $19,599 at 4% or $13,066 at 6%. |