Carlyle Group Employee 401(k) match, vesting and fees
What Carlyle Group Employee's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Carlyle Group Employee: employer contribution per participant | $3,299 | |
| Peer median | $3,266 |
| Carlyle Group Employee: average balance | $218,603 | |
| Peer median | $137,177 |
| Carlyle Group Employee: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $406M at the end of plan year 2021 to $557M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,635 | $557M | $8.4M | $3,299 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 2,457 | $471M | $7.7M | $3,219 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 2,369 | $400M | $7.4M | $3,183 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 2,262 | $322M | $5.9M | $2,690 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 2,010 | $406M | $5.8M | $3,015 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Carlyle Group Employee match 401(k) contributions?
The match terms for the The Carlyle Group 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $8.4M in employer contributions, about $3,299 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carlyle Group Employee 401(k) match vested?
The vesting schedule for the The Carlyle Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carlyle Group Employee 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is T Rowe Price Rps Inc. The plan administrator is The Carlyle Group Employee Co., L.L.C..
I left Carlyle Group Employee. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Carlyle Group Employee Co., L.L.C., (202) 729-5743) or the recordkeeper, T Rowe Price Rps Inc. The Carlyle Group Employee old 401(k) page lists the contacts from every plan filing. Find an old Carlyle Group Employee 401(k)
Data from the public Form 5500 annual reports Carlyle Group Employee filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Carlyle Group Employee. Not financial advice. Report a correction · Methodology