Profit Sharing · DOL Form 5500 · 2022

The Carpenter Group Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
98
Participants Small participant base
64th
Percentile by assets National rank
$98,773
Avg per participant Below avg balance/head
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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.

  • #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.

#10,577
in Manufacturing (20,602 peers)
-15.5%
assets change YoY

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 Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

The Carpenter Group Profit Sharing Plan vs every filed plan by assets

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

$9,679,709 Top 36% higher than 64% 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

The Carpenter Group Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Carpenter Group Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 941167896 · The Carpenter Group PY 2022 · Profit Sharing

The Carpenter Group Profit Sharing Plan · $10M · 98 · 64th

  • PCT $10M
  • PCT 98
  • PCT 64th
  • PCT Profit Sharing
  • PCT near Gillen and Johnson PA Profit Sharing Plan and Trust
  • PCT ind #10577

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 California →

The Carpenter Group Profit Sharing Plan in the asset neighbourhood

The Carpenter Group Profit Sharing PlanThe Carpenter Group Profit S…$10MGillen and Johnson PA Profit Sharing Plan and TrustGillen and Johnson PA Profit…$10MT R Toppers, Inc. Profit Sharing PlanT R Toppers, Inc. Profit Sha…$10MCuny & Guerber, Inc. Employee's Profit Sharing PlanCuny & Guerber, Inc. Employe…$10MP Cor, LLC Retirement Plan$10M
End-of-year total assets ($M) among The Carpenter Group Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

The Carpenter Group multi-year asset trail

Sponsor-wide plan assets over time

All The Carpenter Group plans reported in each filing year

Latest sponsor-wide plan assets
$5M 48.39357257537391% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $9.68M $5M ▼ -48.3%
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 EIN941167896
Plan Effective Date1985-08-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Carpenter Group Profit Sharing Plan, Total assets ($B): 0.009679709 · Participants: 98The Carpenter Group Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
The Carpenter Group Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The Carpenter Group Profit Sharing Plan side-by-side with 3 peers →

The Carpenter Group Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Gillen and Johnson PA Profit Sharing Plan and Trust in NJ ($10M); by covered participants it is Grant-Blackford Mental Health Profit Sharing Plan in IN (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 The Carpenter Group Profit Sharing Plan assets move in 2022? ▼
The Carpenter Group Profit Sharing Plan declined sharply - down 15.5% during 2022, from $11M to $10M. Reported net income was -$2M.
How have The Carpenter Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Carpenter Group's sponsor-wide assets declined 48.4%, from $10M to $5M.
Which Profit Sharing plans are similar in size to The Carpenter Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gillen and Johnson PA Profit Sharing Plan and Trust in NJ ($10M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to The Carpenter Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Grant-Blackford Mental Health Profit Sharing Plan in IN (98 participants, $3M 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 941167896.

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.