Profit Sharing · DOL Form 5500 · 2022
Carpenter Co. Profit Sharing Plan
Data updated 2026-08-11
- $263M
- Total assets
- 2,096
- Participants
- 96th
- Percentile by assets
- $125,693
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $263M
- total plan assets (2022 EOY)
- 2,096
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $125,693
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Carpenter Co. Profit-Sharing Plan reports 2,096 participants - 2.7x that state average ($263M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $337M |
|---|---|
| Net Assets (End of Year) | $263M |
| Net Income | -$73M |
| Employer EIN | 540499731 |
| Plan Effective Date | 1964-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenter Co.)
| 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
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $889M · 4,858
- American Institutes for Research Tax Deferred Annuity Plan $225M · 1,097
- Analytic Services Inc. Defined Contribution Retirement Plan $178M · 343
- Smart National Supplemental Savings Plan $118M · 8,759
- Hii Avondale Industries, Inc. Savings Plan $94M · 213
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Carpenter Co. Profit-Sharing Plan by total assets, not by location.
- Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement (CA) $263M · 2,211
- St. Luke's Health Network Defined Contribution Plan (PA) $262M · 16,811
- IBEW Local 1049 Craft Annuity Fund (NY) $261M · 3,163
- Dillon Companies, LLC Employees' Profit Sharing Plan (KS) $260M · 2,235
Frequently Asked Questions
How did Carpenter Co. Profit-Sharing Plan assets move in 2022? ▼
How have Carpenter Co. plan assets changed over time? ▼
Where does Carpenter Co. Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Carpenter Co. Profit-Sharing Plan? ▼
Next read for Carpenter Co. Profit-Sharing Plan
Filing takeaways
Ways to act on Carpenter Co. Profit-Sharing Plan's numbers.
- By total assets, Carpenter Co. Profit-Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Virginia. Compare plans
- Carpenter Co.'s sponsor-wide assets have grown 32.5% since 2022 across 3 plan years on file. More Manufacturing plans