Profit Sharing · DOL Form 5500 · 2022

Charles Carpenter Profit Sharing Plan

Data updated 2026-08-25

$395K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$197,725
Avg per participant Above avg balance/head
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Official DOL plan name: Charles M. Carpenter & Sara J. Ramirez Keogh Plan · Sponsored by Charles Carpenter · Puerto Rico · Professional & Technical Services

$395K in assets, 2 participants

Charles Carpenter's Charles M. Carpenter & Sara J. Ramirez Keogh Plan reported $395K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,779 in Professional & Technical Services (21,562 peers)

Charles Carpenter multi-year trail

Charles Carpenter's plans moved +43.6% in assets from 2022 to 2024; this filing shows Charles M. Carpenter & Sara J. Ramirez Keogh Plan at $395K / 2 participants.

#2,779
in Professional & Technical Services (21,562 peers)
-18.3%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles M. Carpenter & Sara J. Ramirez Keogh Plan among the smaller filed plans by assets

Charles M. Carpenter & Sara J. Ramirez Keogh Plan vs every filed plan by assets

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

$395,450 16th percentile higher than 16% 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

Charles M. Carpenter & Sara J. Ramirez Keogh 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. Charles M. Carpenter & Sara J. Ramirez Keogh Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 900359760 · Charles Carpenter PY 2022 · Profit Sharing

Charles M. Carpenter & Sara J. Ramirez Keogh Plan · $395K · 2 · 16th

  • SCH $395K
  • SCH 2
  • SCH 16th
  • SCH Profit Sharing
  • SCH near September 1975 Partners, Inc. Profit Sharing Plan & Trust
  • SCH ind #2779

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Charles M. Carpenter & Sara J. Ramirez Keogh Plan in the asset neighbourhood

Charles M. Carpenter & Sara J. Ramirez Keogh PlanCharles M. Carpenter & Sara …$395KSeptember 1975 Partners, Inc. Profit Sharing Plan & TrustSeptember 1975 Partners, Inc…$395KSan Luis Tile Co Inc Profit Sharing PlanSan Luis Tile Co Inc Profit …$396KPower & Ice Wealth Creation, Inc. Retirement PlanPower & Ice Wealth Creation,…$395KThe Shepherd Waters Corp. Retirement PlanThe Shepherd Waters Corp. Re…$396K
End-of-year total assets ($M) among Charles M. Carpenter & Sara J. Ramirez Keogh Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Charles Carpenter multi-year asset trail

Sponsor-wide plan assets over time

All Charles Carpenter plans reported in each filing year

Latest sponsor-wide plan assets
$568K 43.58401820710583% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.4M $0.57M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 2 $395K
2023 1 2 $482K
2024 1 2 $568K

Charles Carpenter filing trail (2022)

Total Assets (Beginning of Year)$484K
Net Assets (End of Year)$395K
Net Income-$88K
Employer EIN900359760
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Charles M. Carpenter & Sara J. Ramirez Keogh Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Charles M. Carpenter & Sara J. Ramirez Keogh Plan, Total assets ($M): 0.39545 · Participants: 2Charles M. Carpenter & Sara J. Ramirez Keogh PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Charles M. Carpenter & Sara J. Ramirez Keogh Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Charles M. Carpenter & Sara J. Ramirez Keogh Plan side-by-side with 3 peers →

Charles M. Carpenter & Sara J. Ramirez Keogh Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is September 1975 Partners, Inc. Profit Sharing Plan & Trust in WA ($395K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Charles M. Carpenter & Sara J. Ramirez Keogh Plan assets move in 2022? ▼
Charles M. Carpenter & Sara J. Ramirez Keogh Plan declined sharply - down 18.3% during 2022, from $484K to $395K. Reported net income was -$88K.
How have Charles Carpenter plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Carpenter's sponsor-wide assets grew 43.6%, from $395K to $568K.
Where does Charles M. Carpenter & Sara J. Ramirez Keogh Plan rank by assets among Form 5500 filers? ▼
Charles M. Carpenter & Sara J. Ramirez Keogh Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Charles M. Carpenter & Sara J. Ramirez Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is September 1975 Partners, Inc. Profit Sharing Plan & Trust in WA ($395K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Charles M. Carpenter & Sara J. Ramirez Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 900359760.

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.