401(k) · DOL Form 5500 · 2022

Carpenter Co. 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
2,746
Participants Above avg headcount
92nd
Percentile by assets National rank
$32,425
Avg per participant Low balance/head
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Official DOL plan name: Carpenter Co. Employee Savings & Investment Plan · Sponsored by Carpenter Co. · Virginia · Manufacturing

$89M in assets, 2,746 participants

Carpenter Co.'s Carpenter Co. Employee Savings & Investment Plan reported $89M in total assets and 2,746 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,115 in Manufacturing (20,602 peers)

Coverage in Virginia

Carpenter Co. Employee Savings & Investment Plan covers 2,746 participants in Virginia, 3.5x the typical Virginia plan (state average ~782 per filing). Assets: $89M.

#18,115
in Manufacturing (20,602 peers)
-18.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carpenter Co. Employee Savings & Investment Plan's outsized position by total assets

Carpenter Co. Employee Savings & Investment Plan vs every filed plan by assets

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

$89,040,053 Top 8% higher than 92% 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 Co. Employee Savings & Investment Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenter Co. Employee Savings & Investment Plan lands in the large band (2,746 participants).

Plan-year Form 5500 strip

Filing strip 540499731 · Carpenter Co. PY 2022 · 401(k)

Carpenter Co. Employee Savings & Investment Plan · $89M · 2,746 · 92nd

  • EIN $89M
  • EIN 2,746
  • EIN 92nd
  • EIN 401(k)
  • EIN near Roper Employee Voluntary Retirement Plan
  • EIN ind #18115

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 Manufacturing retirement plans → · Plans in Virginia →

Carpenter Co. Employee Savings & Investment Plan in the asset neighbourhood

Carpenter Co. Employee Savings & Investment PlanCarpenter Co. Employee Savin…$89MRoper Employee Voluntary Retirement PlanRoper Employee Voluntary Ret…$89MJeol USA Inc. Employees Retirement Plan and TrustJeol USA Inc. Employees Reti…$89MThe Imagine Group 401(k) Savings PlanThe Imagine Group 401(k) Sav…$89MCharter Next Generation, Inc. 401(k) PlanCharter Next Generation, Inc…$89M
End-of-year total assets ($M) among Carpenter Co. Employee Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$89M
Net Income-$20M
Employer EIN540499731
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenter Co.)

Sponsor-wide plan assets over time

All Carpenter Co. plans reported in each filing year

Latest sponsor-wide plan assets
$467M 32.52651481473517% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $352M $467M ▲ +32.5%
Year Plans Participants Total Assets
2022 2 4,842 $352M
2023 2 4,760 $404M
2024 2 4,896 $467M

Nearby 401(k) Plans in Virginia

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

Carpenter Co. Employee Savings & Investment Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -10010203040 Total assets ($B) Participants Carpenter Co. Employee Savings & Investment Plan, Total assets ($B): 0.089040053 · Participants: 2746Carpenter Co. Employee Savings & Investment PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Carpenter Co. Employee Savings & Investment Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Carpenter Co. Employee Savings & Investment Plan side-by-side with 3 peers →

Carpenter Co. Employee Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Roper Employee Voluntary Retirement Plan in GA ($89M); by covered participants it is Fresh Thyme Market 401(k) Plan in IL (2,745 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,746 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 Co. Employee Savings & Investment Plan assets move in 2022? ▼
Carpenter Co. Employee Savings & Investment Plan declined sharply - down 18.6% during 2022, from $109M to $89M. Reported net income was -$20M.
How have Carpenter Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenter Co.'s sponsor-wide assets grew 32.5%, from $352M to $467M.
Where does Carpenter Co. Employee Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Carpenter Co. Employee Savings & Investment Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carpenter Co. Employee Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roper Employee Voluntary Retirement Plan in GA ($89M, 2,047 participants).
Which 401(k) plans cover a similar participant headcount to Carpenter Co. Employee Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fresh Thyme Market 401(k) Plan in IL (2,745 participants, $22M 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 540499731.

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.