Plan5500

Carhartt Inc — 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, Carhartt Inc (EIN 38-1776575) is a plan sponsor located in Dearborn, MI 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
38-1776575
Location
Dearborn, MI
Loaded plans
4
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 Carhartt Inc

  • 4 loaded plans hold $276.7M in reported assets.
  • The largest, Carhartt, Inc. 401(K) Retirement Savings Plan, holds 83% of this company's reported plan assets.
  • Plans cover 7,340 reported participants.
  • 3 of 4 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$276.7MSummed across loaded plans$276,748,629
Total reported assets$276.7M$276,748,629
Total reported participants7.3K7,340
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$276.7M total assets
Net assets$276.7MLiabilities$0
Contributions & income
Employer contributions$10M
Participant contributions$12.6M
Total income / additions$63.1M
Expenses & distributions
Benefits paid / distributions$15.5M
Total expenses$16.1M
Net increase / (decrease)$47M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

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 assets83%Carhartt, Inc. 401(K) Retirement Savings Plan
Participants per plan1,835Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Carhartt, Inc. 401(K) Retirement Savings Plan$230.4M
    Plan #102 · 2,414 participants · 2023
  2. 2
    Carhartt, Inc. Pension Plan$36.4M
    Plan #001 · 1,561 participants · 2023
  3. 3
    Carhartt, Inc. Union 401(K) Plan$10M
    Plan #006 · 884 participants · 2023
  4. 4
    Carhartt, Inc. Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #503 · 2,481 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 Carhartt Inc. Open one for its full reported snapshot.

  1. 2023
    Carhartt, Inc. 401(K) Retirement Savings Plan2,414 participants · 2Sch HSch C
    View filing →
  2. 2023
    Carhartt, Inc. Union 401(K) Plan884 participants · 2Sch HSch C
    View filing →
  3. 2023
    Carhartt, Inc. Pension Plan1,561 participants · 2Sch HSch C
    View filing →
  4. 2023
    Carhartt, Inc. Employee Welfare Benefit Plan2,481 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carhartt Inc report on Form 5500?
Carhartt Inc (EIN 38-1776575) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carhartt Inc?
The Employer Identification Number (EIN) reported for Carhartt Inc is 38-1776575.
What is the latest Form 5500 filing year for Carhartt Inc?
The latest loaded Form 5500 filing year for Carhartt Inc is 2023.

Related Form 5500 pages