How big is The Carlyle Group, Inc.'s plan?

The Carlyle Group, Inc.'s plan reported $2.3M in assets and 60 participants for 2024.

Original filing (PDF)20251107153122NAL0000900563001

The Carlyle Group, Inc.

Name: The Carlyle Group, Inc. — The Carlyle Group, Inc., Form 5500 (2024)
Creator: The Carlyle Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Carlyle Group, Inc. 401(k) Plan

401(k) retirement plan · The Carlyle Group, Inc.'s The Carlyle Group, Inc. 401(k) Plan held $2.3M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Marceline Reyes signed The Carlyle Group, Inc.'s 2024 Form 5500 as plan administrator.

Marceline Reyes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Carlyle Group, Inc.'s EIN is 95-2947064.

EIN 95-2947064

Plan number 001

Plan year 2024

ACK ID 20251107153122NAL0000900563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Carlyle Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Carlyle Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CARLYLE GROUP, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off