401(k) · DOL Form 5500 · 2022

Carpenter / Robbins Commercial Real Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
28th
Percentile by assets National rank
$169,473
Avg per participant Above avg balance/head
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Official DOL plan name: Carpenter / Robbins Commercial Real Estate 401(k) Plan · Sponsored by Carpenter / Robbins Commercial Real Estate, Inc. · California · Real Estate

$1M in assets, 8 participants

Carpenter / Robbins Commercial Real Estate, Inc.'s Carpenter / Robbins Commercial Real Estate 401(k) Plan reported $1M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 28th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,327 in Real Estate (5,057 peers)

Carpenter / Robbins Commercial Real Estate, Inc. multi-year trail

Carpenter / Robbins Commercial Real Estate, Inc.'s plans moved -69.1% in assets from 2022 to 2024; this filing shows Carpenter / Robbins Commercial Real Estate 401(k) Plan at $1M / 8 participants.

#2,327
in Real Estate (5,057 peers)
-7.8%
assets change YoY

The plan reported a net loss of $115K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carpenter / Robbins Commercial Real Estate 401(k) Plan among the smaller filed plans by assets

Carpenter / Robbins Commercial Real Estate 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,355,782 28th percentile higher than 28% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Carpenter / Robbins Commercial Real Estate 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenter / Robbins Commercial Real Estate 401(k) Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 680446875 · Carpenter / Robbins Commercial Real Estate, Inc. PY 2022 · 401(k)

Carpenter / Robbins Commercial Real Estate 401(k) Plan · $1M · 8 · 28th

  • TYPE $1M
  • TYPE 8
  • TYPE 28th
  • TYPE 401(k)
  • TYPE near Property Tax Appeals II LLC 401(k) Profit Sharing Plan
  • TYPE ind #2327

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in California →

Carpenter / Robbins Commercial Real Estate 401(k) Plan in the asset neighbourhood

Carpenter / Robbins Commercial Real Estate 401(k) PlanCarpenter / Robbins Commerci…$1MProperty Tax Appeals II LLC 401(k) Profit Sharing PlanProperty Tax Appeals II LLC …$1MTectran Mfg Inc. 401(k) Retirement Savings PlanTectran Mfg Inc. 401(k) Reti…$1MRiverwalk Dentistry, S.C. Profit Sharing PlanRiverwalk Dentistry, S.C. Pr…$1MK & B Drywall LLC 401(k) Plan$1M
End-of-year total assets ($M) among Carpenter / Robbins Commercial Real Estate 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carpenter / Robbins Commercial Real Estate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carpenter / Robbins Commercial Real Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$419K 69.09967826686001% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.36M $0.42M ▼ -69.1%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 8 $2M
2024 1 8 $419K

Carpenter / Robbins Commercial Real Estate, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$115K
Employer EIN680446875
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carpenter / Robbins Commercial Real Estate 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carpenter / Robbins Commercial Real Estate 401(k) Plan, Total assets ($B): 0.001355782 · Participants: 8Carpenter / Robbins Commercial Real Estate 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Carpenter / Robbins Commercial Real Estate 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carpenter / Robbins Commercial Real Estate 401(k) Plan side-by-side with 3 peers →

Carpenter / Robbins Commercial Real Estate 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Property Tax Appeals II LLC 401(k) Profit Sharing Plan in AZ ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carpenter / Robbins Commercial Real Estate 401(k) Plan assets move in 2022? ▼
Carpenter / Robbins Commercial Real Estate 401(k) Plan pulled back noticeably - down 7.8% during 2022, from $1M to $1M. Reported net income was -$115K.
How have Carpenter / Robbins Commercial Real Estate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenter / Robbins Commercial Real Estate, Inc.'s sponsor-wide assets declined 69.1%, from $1M to $419K.
Which 401(k) plans are similar in size to Carpenter / Robbins Commercial Real Estate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Property Tax Appeals II LLC 401(k) Profit Sharing Plan in AZ ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Carpenter / Robbins Commercial Real Estate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680446875.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.