Profit Sharing · DOL Form 5500 · 2022
The Carpenter Group Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 98
- Participants
- 64th
- Percentile by assets
- $98,773
- Avg per participant
Official DOL plan name: The Carpenter Group Profit Sharing Plan · Sponsored by The Carpenter Group · California · Manufacturing
$10M in assets, 98 participants
The Carpenter Group's The Carpenter Group Profit Sharing Plan reported $10M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 139,126 plans)
- #10,577 in Manufacturing (20,602 peers)
The Carpenter Group multi-year trail
The Carpenter Group's plans moved -48.4% in assets from 2022 to 2024; this filing shows The Carpenter Group Profit Sharing Plan at $10M / 98 participants.
- $10M
- total plan assets (2022 EOY)
- 98
- covered participants
- 64th
- percentile by assets (of 139,126 plans)
- $98,773
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Carpenter Group across 3 plan years on file
Across the 3 plan years The Carpenter Group has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $5M, a decline of 48.4%, while reported participants moved from 98 to 119 (+21.4%). Peak year by sponsor assets: 2023 ($11M); trough: 2024 ($5M).
The Carpenter Group multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $10M |
| 2023 | 1 | 96 | $11M |
| 2024 | 1 | 119 | $5M |
The Carpenter Group filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 941167896 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Carpenter Group Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Carpenter Group Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did The Carpenter Group Profit Sharing Plan assets move in 2022? ▼
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Next read for The Carpenter Group Profit Sharing Plan
Multi-year trail
Ways to act on The Carpenter Group Profit Sharing Plan's numbers.
- By total assets, The Carpenter Group Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- The Carpenter Group's sponsor-wide assets have declined 48.4% since 2022 across 3 plan years on file. More Manufacturing plans