Profit Sharing · DOL Form 5500 · 2022

Carpenter Co. Profit Sharing Plan

Data updated 2026-08-25

$263M
Total assets Near avg plan size
2,096
Participants Near avg headcount
96th
Percentile by assets National rank
$125,693
Avg per participant Near avg balance/head
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Official DOL plan name: Carpenter Co. Profit-Sharing Plan · Sponsored by Carpenter Co. · Virginia · Manufacturing

$263M in assets, 2,096 participants

Carpenter Co.'s Carpenter Co. Profit-Sharing Plan reported $263M in total assets and 2,096 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,442 in Manufacturing (20,602 peers)

Coverage in Virginia

Carpenter Co. Profit-Sharing Plan covers 2,096 participants in Virginia, 2.7x the typical Virginia plan (state average ~782 per filing). Assets: $263M.

#19,442
in Manufacturing (20,602 peers)
-21.8%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $73M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carpenter Co. Profit-Sharing Plan's outsized position by total assets

Carpenter Co. Profit-Sharing Plan vs every filed plan by assets

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

$263,451,567 Top 4% higher than 96% 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. Profit-Sharing 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. Profit-Sharing Plan lands in the large band (2,096 participants).

Published 5500 schedule card

Filing strip 540499731 · Carpenter Co. PY 2022 · Profit Sharing

Carpenter Co. Profit-Sharing Plan · $263M · 2,096 · 96th

  • NET $263M
  • NET 2,096
  • NET 96th
  • NET Profit Sharing
  • NET near Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement
  • NET ind #19442

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. Profit-Sharing Plan in the asset neighbourhood

Carpenter Co. Profit-Sharing PlanCarpenter Co. Profit-Sharing…$263MPacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust AgreementPacific Coast Building Produ…$263MSt. Luke's Health Network Defined Contribution PlanSt. Luke's Health Network De…$262MIBEW Local 1049 Craft Annuity FundIBEW Local 1049 Craft Annuit…$261MDillon Companies, LLC Employees' Profit Sharing PlanDillon Companies, LLC Employ…$260M
End-of-year total assets ($M) among Carpenter Co. Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$337M
Net Assets (End of Year)$263M
Net Income-$73M
Employer EIN540499731
Plan Effective Date1964-12-31
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 Profit Sharing Plans in Virginia

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

Carpenter Co. Profit-Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 02004006008001000 Total assets ($M) Participants Carpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings PlanHii Avondale Industries, Inc. Savings Plan, Total assets ($M): 93.646882 · Participants: 213Hii Avondale Industries, Inc. Savings Plan
Carpenter Co. Profit-Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Carpenter Co. Profit-Sharing Plan side-by-side with 3 peers →

Carpenter Co. Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement in CA ($263M); by covered participants it is Jefferson University Physicians Voluntary 403(b) Tda Plan in PA (2,095 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,096 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. Profit-Sharing Plan assets move in 2022? ▼
Carpenter Co. Profit-Sharing Plan declined sharply - down 21.8% during 2022, from $337M to $263M. Reported net income was -$73M.
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. Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Carpenter Co. Profit-Sharing Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Carpenter Co. Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement in CA ($263M, 2,211 participants).
Which Profit Sharing plans cover a similar participant headcount to Carpenter Co. Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jefferson University Physicians Voluntary 403(b) Tda Plan in PA (2,095 participants, $202M 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.