Carle Holding 401(k) and pension plans

Carle Holding Company, Inc., Urbana, IL. EIN 37-1188284. Annual reports 2009–2024. Also filed as Carle Clinic Association, PC; Carle Clinic Association, P.C.

Carle Holding Company, Inc. has one active retirement plan on file, the Carle Profit Sharing Plan, with 2,487 participants and $330 million in assets in 2024.

Active plans: 1
Participants: 2,487
Plan assets: $330 million
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Carle Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 37-1188284
Participants (2024): 2,487
Net assets (2024): $330 million
Last listed recordkeeper: Alliance Benefit Group of IllinoisEarlier: Fidelity (2009–2010)
Plan administrator: Carle Holding Company, Inc.
611 West Park Street
Urbana, IL 61801
(217) 383-3288As filed for 2024
In effect since: October 1, 1975

Earlier sponsor: Carle Clinic Association, PC (2009).

Earlier plan names: Carle Clinic Association Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,487	$330 million	not listed
2023	2,772	$327 million	not listed
2022	2,748	$289 million	not listed
2021	2,764	$364 million	not listed
2020	2,707	$311 million	not listed
2019	2,817	$278 million	not listed
2018	2,501	$219 million	not listed
2017	2,557	$246 million	not listed
2016	2,821	$223 million	not listed
2015	2,920	$210 million	not listed
2014	2,871	$232 million	not listed
2013	2,919	$223 million	Alliance Benefit Group of Illinois
2012	2,877	$193 million	Alliance Benefit Group of Illinois
2011	3,070	$180 million	Alliance Benefit Group of Illinois
2010	3,543	$224 million	Fidelity
2009	3,908	$199 million	Fidelity

Carle Defined Benefit Pension Plan

Pension (defined benefit), frozenMergedUnion (multiemployer)

Merged. In 2022 its assets moved to the Carle Foundation Hospital and Affiliates Matching Tsa Plan, sponsored by Carle Foundation Hospital and Affiliates (EIN 37-1119538, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 37-1188284
Participants (2018): 1,793
Net assets (2018): $338 million
Plan administrator: Carle Holding Company, Inc.
602 W. University Avenue
Urbana, IL 61801
(217) 326-8231As filed for 2022
In effect since: July 31, 1946

Earlier sponsor: Carle Clinic Association, P.C. (2009).

Earlier plan names: Carle Clinic Association Pension Plan.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	0	$4,996	not listed
2020	0	$22.1 million	not listed
2019	0	$22.0 million	not listed
2018	1,793	$338 million	not listed
2017	1,792	$352 million	not listed
2016	2,016	$306 million	not listed
2015	2,378	$300 million	not listed
2014	2,859	$324 million	not listed
2013	2,882	$304 million	not listed
2012	2,893	$263 million	not listed
2011	2,905	$232 million	not listed
2010	2,929	$223 million	not listed
2009	2,956	$202 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((217) 383-3288). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Carle Profit Sharing Plan

Carle Defined Benefit Pension Plan

If you had money in one of these plans

What these numbers are

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