Carlisle 401(k) and pension plans

Carlisle, LLC, Scottsdale, AZ. EIN 23-0457510. Annual reports 2009–2024. Also filed as Carlisle Corporation; Carlisle LLC.

Carlisle, LLC has 2 active retirement plans on file. The largest is the Carlisle, LLC Employee Incentive Savings Plan, with 9,306 participants and $870 million in assets in 2024. Principal has been its recordkeeper since 2020.

Active plans: 2
Participants: 10,245
Plan assets: $928 million
401(k) recordkeeper: Principal
Plans on file: 6
Industry: Manufacturing

All 6 plans

Active plans first

Carlisle, LLC Employee Incentive Savings Plan

401(k)Active

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

Plan number: 019Employer EIN 23-0457510
Participants (2024): 9,306
Net assets (2024): $870 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2010–2019), Wachovia Bank (2009)
Plan administrator: Carlisle, LLC
16430 North Scottsdale Road, Suite 400
Scottsdale, AZ 85254
(480) 781-5070As filed for 2024
In effect since: January 1, 1979

Plans merged into this one: Carlisle Companies Union Plan (2018).

Earlier plan names: Carlisle Corporation Employee Incentive Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,306	$870 million	Principal
2023	10,464	$829 million	Principal
2022	11,153	$734 million	Principal
2021	11,087	$891 million	Principal
2020	11,684	$756 million	Principal
2019	11,002	$711 million	Wells Fargo
2018	9,795	$539 million	Wells Fargo
2017	9,259	$579 million	Wells Fargo
2016	8,600	$524 million	Wells Fargo
2015	7,943	$437 million	Wells Fargo
2014	7,596	$443 million	Wells Fargo
2013	8,968	$483 million	Wells Fargo
2012	9,284	$398 million	Wells Fargo
2011	9,764	$336 million	Wells Fargo
2010	10,216	$318 million	Wells Fargo
2009	10,324	$304 million	Wachovia Bank

Retirement Plan for Employees of Carlisle LLC

Cash balance pensionActive

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

Plan number: 007Employer EIN 23-0457510
Participants (2024): 939
Net assets (2024): $58.2 million
Administered by: PrincipalEarlier: Wells Fargo (2013–2019)
Plan administrator: Carlisle LLC
16430 North Scottsdale Road, Suite 400
Scottsdale, AZ 85254
(480) 781-5000As filed for 2024
In effect since: October 31, 1944

Plans merged into this one: Retirement Plan for Union Represented Employees of Carlisle Power Transmission Products, Inc. Springfield Plant Carlisle Corporation (2009); Retirement Plan for Hourly Paid Employees of the Carlisle Braking Systems Division (2009); Retirement Plan for Hourly Paid Employees of Carlisle Tire & Rubber Co (2009); Retirement Plan for Hourly Paid Employees of Continental Carlisle, Inc. (2009).

Earlier plan names: Retirement Plan for Employees of Carlisle Companies, Inc.; Retirement Plan for Employees of Carlisle Corporation.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	939	$58.2 million	Principal
2023	2,299	$115 million	Principal
2022	2,437	$118 million	Principal
2021	2,574	$149 million	Principal
2020	2,724	$162 million	Principal
2019	2,900	$156 million	Wells Fargo
2018	3,040	$149 million	Wells Fargo
2017	3,190	$166 million	Wells Fargo
2016	3,307	$163 million	Wells Fargo
2015	3,411	$163 million	Wells Fargo
2014	3,421	$175 million	Wells Fargo
2013	3,124	$141 million	Wells Fargo
2012	3,914	$172 million	not listed
2011	4,739	$176 million	not listed
2010	5,126	$170 million	not listed
2009	4,432	$137 million	not listed

Carlisle Companies Union Plan

401(k)MergedUnion (multiemployer)

Merged. In 2018 its assets moved to the Carlisle, LLC Employee Incentive Plan, sponsored by Carlisle, LLC (EIN 23-0457510, plan 019). Accounts moved with them, so that plan is the one to contact.

Plan number: 075Employer EIN 23-0457510
Participants (2017): 24
Net assets (2017): $462,950
Last listed recordkeeper: Wells FargoEarlier: Wachovia Bank (2009)
Plan administrator: Carlisle, LLC
16430 North Scottsdale Road,, Suite 400
Scottsdale, AZ 85254
(480) 781-5070As filed for 2018
In effect since: September 1, 2001

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	not listed
2017	24	$462,950	not listed
2016	22	$412,577	not listed
2015	26	$464,046	not listed
2014	28	$472,648	Wells Fargo
2013	329	$10.4 million	Wells Fargo
2012	332	$8.9 million	Wells Fargo
2011	489	$8.3 million	Wells Fargo
2010	511	$8.2 million	Wells Fargo
2009	552	$7.7 million	Wachovia Bank

Retirement Plan for Union Represented Employees of Carlisle Power Transmission Products, Inc. Springfield Plant Carlisle Corporation

Pension (defined benefit)Merged

Merged. In 2009 its assets moved to the Retirement Plan for Employees of Carlisle Companies, Inc., sponsored by Carlisle, LLC (EIN 23-0457510, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 060Employer EIN 23-0457510
Plan administrator: Carlisle Corporation
13925 Ballantyne Corp Place, Suite 400
Charlotte, NC 28277
(704) 501-1143As filed for 2009
In effect since: August 17, 2001

Retirement Plan for Hourly Paid Employees of the Carlisle Braking Systems Division

Pension (defined benefit)Merged

Merged. In 2009 its assets moved to the Retirement Plan for Employees of Carlisle Corporation, sponsored by Carlisle, LLC (EIN 23-0457510, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 040Employer EIN 23-0457510
Plan administrator: Carlisle Corporation
13925 Ballantyne Corp Place, Suite 400
Charlotte, NC 28277
(704) 501-1143As filed for 2009
In effect since: September 1, 1990

Retirement Plan for Hourly Paid Employees of Carlisle Tire & Rubber Co

Pension (defined benefit)Merged

Plan number: 001Employer EIN 23-0457510
Plan administrator: Carlisle Corporation
13925 Ballantyne Corp PL, Suite 400
Charlotte, NC 28277
(704) 510-1143As filed for 2009
In effect since: January 1, 1954

If you had money in one of these plans

Call Principal (principal.com), which runs the Carlisle, LLC Employee Incentive Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((480) 781-5070). 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 6 plans

Carlisle, LLC Employee Incentive Savings Plan

Retirement Plan for Employees of Carlisle LLC

Carlisle Companies Union Plan

Retirement Plan for Union Represented Employees of Carlisle Power Transmission Products, Inc. Springfield Plant Carlisle Corporation

Retirement Plan for Hourly Paid Employees of the Carlisle Braking Systems Division

Retirement Plan for Hourly Paid Employees of Carlisle Tire & Rubber Co

If you had money in one of these plans

What these numbers are

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