The Carlyle Group Inc.
Plan context: The Carlyle Group - Flexible Benefit Plan
EIN 95-2947064 • Wilmington, CA • 34 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$2,436
2025 Contributions
$9,900
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $2,436 | $9,900 | $3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%. |
| The Carlyle Group - Flexible Benefit Plan | - | 3 | $2,436 | $9,900 | $3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%. |
| 2024 | 2 | 43 | $2,347,914 | $308,527 | $7,175iApproximate average salary by contribution assumption: employee only about $179,376 at 4% or $119,584 at 6%; with 50% employer match about $119,584 at 4% or $79,723 at 6%; with 100% employer match about $89,688 at 4% or $59,792 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 43 | $2,337,589 | $298,202 | $6,935iApproximate average salary by contribution assumption: employee only about $173,373 at 4% or $115,582 at 6%; with 50% employer match about $115,582 at 4% or $77,055 at 6%; with 100% employer match about $86,687 at 4% or $57,791 at 6%. |
| The Carlyle Group - Flexible Benefit Plan | - | 3 | $10,325 | $10,325 | $3,442iApproximate average salary by contribution assumption: employee only about $86,042 at 4% or $57,361 at 6%; with 50% employer match about $57,361 at 4% or $38,241 at 6%; with 100% employer match about $43,021 at 4% or $28,681 at 6%. |
| 2023 | 2 | 41 | $1,918,650 | $269,900 | $6,583iApproximate average salary by contribution assumption: employee only about $164,573 at 4% or $109,715 at 6%; with 50% employer match about $109,715 at 4% or $73,144 at 6%; with 100% employer match about $82,287 at 4% or $54,858 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 41 | $1,908,992 | $260,242 | $6,347iApproximate average salary by contribution assumption: employee only about $158,684 at 4% or $105,789 at 6%; with 50% employer match about $105,789 at 4% or $70,526 at 6%; with 100% employer match about $79,342 at 4% or $52,895 at 6%. |
| The Carlyle Group - Flexible Benefit Plan | - | 3 | $9,658 | $9,658 | $3,219iApproximate average salary by contribution assumption: employee only about $80,483 at 4% or $53,656 at 6%; with 50% employer match about $53,656 at 4% or $35,770 at 6%; with 100% employer match about $40,242 at 4% or $26,828 at 6%. |
| 2022 | 2 | 36 | $1,478,350 | $216,519 | $6,014iApproximate average salary by contribution assumption: employee only about $150,360 at 4% or $100,240 at 6%; with 50% employer match about $100,240 at 4% or $66,827 at 6%; with 100% employer match about $75,180 at 4% or $50,120 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 36 | $1,469,245 | $207,414 | $5,762iApproximate average salary by contribution assumption: employee only about $144,038 at 4% or $96,025 at 6%; with 50% employer match about $96,025 at 4% or $64,017 at 6%; with 100% employer match about $72,019 at 4% or $48,013 at 6%. |
| The Carlyle Group - Flexible Benefit Plan | - | 3 | $9,105 | $9,105 | $3,035iApproximate average salary by contribution assumption: employee only about $75,875 at 4% or $50,583 at 6%; with 50% employer match about $50,583 at 4% or $33,722 at 6%; with 100% employer match about $37,938 at 4% or $25,292 at 6%. |
| 2021 | 2 | 36 | $1,492,348 | $229,938 | $6,387iApproximate average salary by contribution assumption: employee only about $159,679 at 4% or $106,453 at 6%; with 50% employer match about $106,453 at 4% or $70,969 at 6%; with 100% employer match about $79,840 at 4% or $53,226 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 36 | $1,484,098 | $221,688 | $6,158iApproximate average salary by contribution assumption: employee only about $153,950 at 4% or $102,633 at 6%; with 50% employer match about $102,633 at 4% or $68,422 at 6%; with 100% employer match about $76,975 at 4% or $51,317 at 6%. |
| The Carlyle Group - Flexible Benefit Plan | - | 3 | $8,250 | $8,250 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| 2020 | 2 | 36 | $1,265,549 | $207,557 | $5,765iApproximate average salary by contribution assumption: employee only about $144,137 at 4% or $96,091 at 6%; with 50% employer match about $96,091 at 4% or $64,061 at 6%; with 100% employer match about $72,068 at 4% or $48,046 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 36 | $1,257,300 | $199,308 | $5,536iApproximate average salary by contribution assumption: employee only about $138,408 at 4% or $92,272 at 6%; with 50% employer match about $92,272 at 4% or $61,515 at 6%; with 100% employer match about $69,204 at 4% or $46,136 at 6%. |
| The Carlyle Group - Flexible Benefit Plan | - | 3 | $8,249 | $8,249 | $2,750iApproximate average salary by contribution assumption: employee only about $68,742 at 4% or $45,828 at 6%; with 50% employer match about $45,828 at 4% or $30,552 at 6%; with 100% employer match about $34,371 at 4% or $22,914 at 6%. |
| 2019 | 3 | 28 | $1,994,262 | $162,453 | $5,802iApproximate average salary by contribution assumption: employee only about $145,047 at 4% or $96,698 at 6%; with 50% employer match about $96,698 at 4% or $64,465 at 6%; with 100% employer match about $72,524 at 4% or $48,349 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 5 | $1,105,800 | $1,246 | $249iApproximate average salary by contribution assumption: employee only about $6,230 at 4% or $4,153 at 6%; with 50% employer match about $4,153 at 4% or $2,769 at 6%; with 100% employer match about $3,115 at 4% or $2,077 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 28 | $879,359 | $152,104 | $5,432iApproximate average salary by contribution assumption: employee only about $135,807 at 4% or $90,538 at 6%; with 50% employer match about $90,538 at 4% or $60,359 at 6%; with 100% employer match about $67,904 at 4% or $45,269 at 6%. |
| The Carlyle Group - Flexible Benefit Plan | - | 4 | $9,103 | $9,103 | $2,276iApproximate average salary by contribution assumption: employee only about $56,894 at 4% or $37,929 at 6%; with 50% employer match about $37,929 at 4% or $25,286 at 6%; with 100% employer match about $28,447 at 4% or $18,965 at 6%. |
| 2018 | 2 | 11 | $1,039,106 | $34,113 | $3,101iApproximate average salary by contribution assumption: employee only about $77,530 at 4% or $51,686 at 6%; with 50% employer match about $51,686 at 4% or $34,458 at 6%; with 100% employer match about $38,765 at 4% or $25,843 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 11 | $1,027,507 | $22,514 | $2,047iApproximate average salary by contribution assumption: employee only about $51,168 at 4% or $34,112 at 6%; with 50% employer match about $34,112 at 4% or $22,741 at 6%; with 100% employer match about $25,584 at 4% or $17,056 at 6%. |
| The Carlyle Group - Flexible Benefit Plan | - | 4 | $11,599 | $11,599 | $2,900iApproximate average salary by contribution assumption: employee only about $72,494 at 4% or $48,329 at 6%; with 50% employer match about $48,329 at 4% or $32,219 at 6%; with 100% employer match about $36,247 at 4% or $24,165 at 6%. |
| 2017 | 2 | 13 | $1,095,552 | $31,910 | $2,455iApproximate average salary by contribution assumption: employee only about $61,365 at 4% or $40,910 at 6%; with 50% employer match about $40,910 at 4% or $27,274 at 6%; with 100% employer match about $30,683 at 4% or $20,455 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 13 | $1,086,552 | $22,910 | $1,762iApproximate average salary by contribution assumption: employee only about $44,058 at 4% or $29,372 at 6%; with 50% employer match about $29,372 at 4% or $19,581 at 6%; with 100% employer match about $22,029 at 4% or $14,686 at 6%. |
| The Carlyle Group - Flexible Benefit Plan | - | 4 | $9,000 | $9,000 | $2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%. |
| 2016 | 1 | 11 | $960,525 | $39,086 | $3,553iApproximate average salary by contribution assumption: employee only about $88,832 at 4% or $59,221 at 6%; with 50% employer match about $59,221 at 4% or $39,481 at 6%; with 100% employer match about $44,416 at 4% or $29,611 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 11 | $960,525 | $39,086 | $3,553iApproximate average salary by contribution assumption: employee only about $88,832 at 4% or $59,221 at 6%; with 50% employer match about $59,221 at 4% or $39,481 at 6%; with 100% employer match about $44,416 at 4% or $29,611 at 6%. |
| 2015 | 1 | 13 | $1,006,187 | $41,989 | $3,230iApproximate average salary by contribution assumption: employee only about $80,748 at 4% or $53,832 at 6%; with 50% employer match about $53,832 at 4% or $35,888 at 6%; with 100% employer match about $40,374 at 4% or $26,916 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 13 | $1,006,187 | $41,989 | $3,230iApproximate average salary by contribution assumption: employee only about $80,748 at 4% or $53,832 at 6%; with 50% employer match about $53,832 at 4% or $35,888 at 6%; with 100% employer match about $40,374 at 4% or $26,916 at 6%. |
| 2014 | 1 | 17 | $1,198,435 | $39,315 | $2,313iApproximate average salary by contribution assumption: employee only about $57,816 at 4% or $38,544 at 6%; with 50% employer match about $38,544 at 4% or $25,696 at 6%; with 100% employer match about $28,908 at 4% or $19,272 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 17 | $1,198,435 | $39,315 | $2,313iApproximate average salary by contribution assumption: employee only about $57,816 at 4% or $38,544 at 6%; with 50% employer match about $38,544 at 4% or $25,696 at 6%; with 100% employer match about $28,908 at 4% or $19,272 at 6%. |
| 2013 | 1 | 21 | $1,352,361 | $52,431 | $2,497iApproximate average salary by contribution assumption: employee only about $62,418 at 4% or $41,612 at 6%; with 50% employer match about $41,612 at 4% or $27,741 at 6%; with 100% employer match about $31,209 at 4% or $20,806 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 21 | $1,352,361 | $52,431 | $2,497iApproximate average salary by contribution assumption: employee only about $62,418 at 4% or $41,612 at 6%; with 50% employer match about $41,612 at 4% or $27,741 at 6%; with 100% employer match about $31,209 at 4% or $20,806 at 6%. |
| 2012 | 1 | 22 | $1,232,696 | $60,533 | $2,752iApproximate average salary by contribution assumption: employee only about $68,788 at 4% or $45,858 at 6%; with 50% employer match about $45,858 at 4% or $30,572 at 6%; with 100% employer match about $34,394 at 4% or $22,929 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 22 | $1,232,696 | $60,533 | $2,752iApproximate average salary by contribution assumption: employee only about $68,788 at 4% or $45,858 at 6%; with 50% employer match about $45,858 at 4% or $30,572 at 6%; with 100% employer match about $34,394 at 4% or $22,929 at 6%. |
| 2011 | 1 | 22 | $1,086,124 | $84,858 | $3,857iApproximate average salary by contribution assumption: employee only about $96,430 at 4% or $64,286 at 6%; with 50% employer match about $64,286 at 4% or $42,858 at 6%; with 100% employer match about $48,215 at 4% or $32,143 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 22 | $1,086,124 | $84,858 | $3,857iApproximate average salary by contribution assumption: employee only about $96,430 at 4% or $64,286 at 6%; with 50% employer match about $64,286 at 4% or $42,858 at 6%; with 100% employer match about $48,215 at 4% or $32,143 at 6%. |
| 2010 | 1 | 28 | $1,095,848 | $112,013 | $4,000iApproximate average salary by contribution assumption: employee only about $100,012 at 4% or $66,674 at 6%; with 50% employer match about $66,674 at 4% or $44,450 at 6%; with 100% employer match about $50,006 at 4% or $33,337 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 28 | $1,095,848 | $112,013 | $4,000iApproximate average salary by contribution assumption: employee only about $100,012 at 4% or $66,674 at 6%; with 50% employer match about $66,674 at 4% or $44,450 at 6%; with 100% employer match about $50,006 at 4% or $33,337 at 6%. |
| 2009 | 1 | 28 | $914,480 | $100,095 | $3,575iApproximate average salary by contribution assumption: employee only about $89,371 at 4% or $59,580 at 6%; with 50% employer match about $59,580 at 4% or $39,720 at 6%; with 100% employer match about $44,685 at 4% or $29,790 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 28 | $914,480 | $100,095 | $3,575iApproximate average salary by contribution assumption: employee only about $89,371 at 4% or $59,580 at 6%; with 50% employer match about $59,580 at 4% or $39,720 at 6%; with 100% employer match about $44,685 at 4% or $29,790 at 6%. |
| 2008 | 1 | 94 | $805,284 | $192,137 | $2,044iApproximate average salary by contribution assumption: employee only about $51,100 at 4% or $34,067 at 6%; with 50% employer match about $34,067 at 4% or $22,711 at 6%; with 100% employer match about $25,550 at 4% or $17,033 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 94 | $805,284 | $192,137 | $2,044iApproximate average salary by contribution assumption: employee only about $51,100 at 4% or $34,067 at 6%; with 50% employer match about $34,067 at 4% or $22,711 at 6%; with 100% employer match about $25,550 at 4% or $17,033 at 6%. |
| 2007 | 1 | 62 | $0 | $0 | - |
| The Carlyle Group Inc. 401(K) Plan | - | 62 | - | - | - |
| 2005 | 1 | 99 | $704,201 | $162,495 | $1,641iApproximate average salary by contribution assumption: employee only about $41,034 at 4% or $27,356 at 6%; with 50% employer match about $27,356 at 4% or $18,237 at 6%; with 100% employer match about $20,517 at 4% or $13,678 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 99 | $704,201 | $162,495 | $1,641iApproximate average salary by contribution assumption: employee only about $41,034 at 4% or $27,356 at 6%; with 50% employer match about $27,356 at 4% or $18,237 at 6%; with 100% employer match about $20,517 at 4% or $13,678 at 6%. |
| 2004 | 1 | 71 | $522,763 | $143,625 | $2,023iApproximate average salary by contribution assumption: employee only about $50,572 at 4% or $33,715 at 6%; with 50% employer match about $33,715 at 4% or $22,477 at 6%; with 100% employer match about $25,286 at 4% or $16,857 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 71 | $522,763 | $143,625 | $2,023iApproximate average salary by contribution assumption: employee only about $50,572 at 4% or $33,715 at 6%; with 50% employer match about $33,715 at 4% or $22,477 at 6%; with 100% employer match about $25,286 at 4% or $16,857 at 6%. |
| 2003 | 1 | 75 | $385,642 | $130,398 | $1,739iApproximate average salary by contribution assumption: employee only about $43,466 at 4% or $28,977 at 6%; with 50% employer match about $28,977 at 4% or $19,318 at 6%; with 100% employer match about $21,733 at 4% or $14,489 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 75 | $385,642 | $130,398 | $1,739iApproximate average salary by contribution assumption: employee only about $43,466 at 4% or $28,977 at 6%; with 50% employer match about $28,977 at 4% or $19,318 at 6%; with 100% employer match about $21,733 at 4% or $14,489 at 6%. |
| 2002 | 1 | 72 | $279,037 | $128,149 | $1,780iApproximate average salary by contribution assumption: employee only about $44,496 at 4% or $29,664 at 6%; with 50% employer match about $29,664 at 4% or $19,776 at 6%; with 100% employer match about $22,248 at 4% or $14,832 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 72 | $279,037 | $128,149 | $1,780iApproximate average salary by contribution assumption: employee only about $44,496 at 4% or $29,664 at 6%; with 50% employer match about $29,664 at 4% or $19,776 at 6%; with 100% employer match about $22,248 at 4% or $14,832 at 6%. |
| 2001 | 1 | 85 | $0 | $0 | - |
| The Carlyle Group Inc. 401(K) Plan | - | 85 | - | - | - |
| 2000 | 1 | 77 | $232,610 | $105,476 | $1,370iApproximate average salary by contribution assumption: employee only about $34,245 at 4% or $22,830 at 6%; with 50% employer match about $22,830 at 4% or $15,220 at 6%; with 100% employer match about $17,123 at 4% or $11,415 at 6%. |
| The Carlyle Group Inc. 401(K) Plan | - | 77 | $232,610 | $105,476 | $1,370iApproximate average salary by contribution assumption: employee only about $34,245 at 4% or $22,830 at 6%; with 50% employer match about $22,830 at 4% or $15,220 at 6%; with 100% employer match about $17,123 at 4% or $11,415 at 6%. |