Current Snapshot
Latest Year
2008
2008 Participants
149
2008 Assets
$16,489,791
2008 Contributions
$3,752,440
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 149 | $0 | $0 | - |
| The Carlyle Group Health and Welfare Plan | - | 149 | - | - | - |
| 2007 | 1 | 132 | $0 | $0 | - |
| THE CARLYLE GROUP FLEXIBLE BENEFIT PLAN HEALTHCARE FLEXIBLE SPENDING ACCOUNT | - | 132 | - | - | - |
| 2005 | 1 | 128 | $0 | $0 | - |
| THE CARLYLE GROUP FLEXIBLE BENEFIT PLAN HEALTHCARE FLEXIBLE SPENDING ACCOUNT | - | 128 | - | - | - |
| 2004 | 1 | 108 | $0 | $0 | - |
| THE CARLYLE GROUP FLEXIBLE BENEFIT PLAN HEALTHCARE FLEXIBLE SPENDING ACCOUNT | - | 108 | - | - | - |
| 2003 | 2 | 354 | $16,489,791 | $3,752,440 | $10,600iApproximate average salary by contribution assumption: employee only about $265,003 at 4% or $176,669 at 6%; with 50% employer match about $176,669 at 4% or $117,779 at 6%; with 100% employer match about $132,501 at 4% or $88,334 at 6%. |
| The Carlyle Group 401K Plan | - | 298 | $16,489,791 | $3,752,440 | $12,592iApproximate average salary by contribution assumption: employee only about $314,802 at 4% or $209,868 at 6%; with 50% employer match about $209,868 at 4% or $139,912 at 6%; with 100% employer match about $157,401 at 4% or $104,934 at 6%. |
| The Carlyle Group Health and Welfare Plan | - | 354 | - | - | - |
| 2002 | 1 | 326 | $0 | $0 | - |
| The Carlyle Group Health and Welfare Plan | - | 326 | - | - | - |
| 2001 | 1 | 301 | $0 | $0 | - |
| The Carlyle Group Health and Welfare Plan | - | 301 | - | - | - |
| 2000 | 1 | 270 | $0 | $0 | - |
| The Carlyle Group Health and Welfare Plan | - | 270 | - | - | - |
| 1999 | 2 | 184 | $4,139,296 | $1,318,287 | $7,165iApproximate average salary by contribution assumption: employee only about $179,115 at 4% or $119,410 at 6%; with 50% employer match about $119,410 at 4% or $79,607 at 6%; with 100% employer match about $89,558 at 4% or $59,705 at 6%. |
| The Carlyle Group 401K Plan | - | 84 | $4,139,296 | $1,318,287 | $15,694iApproximate average salary by contribution assumption: employee only about $392,347 at 4% or $261,565 at 6%; with 50% employer match about $261,565 at 4% or $174,377 at 6%; with 100% employer match about $196,174 at 4% or $130,782 at 6%. |
| The Carlyle Group Health and Welfare Plan | - | 184 | - | - | - |