Defined Benefit (Pension) · DOL Form 5500 · 2022
Carpenter Technology Corporation Pension Plan
Data updated 2026-08-25
- $591M
- Total assets Above avg plan size
- 1,073
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $550,739
- Avg per participant High balance/head
Official DOL plan name: General Retirement Plan for Employees of Carpenter Technology Corporation · Sponsored by Carpenter Technology Corporation · Pennsylvania · Manufacturing
$591M in assets, 1,073 participants
Carpenter Technology Corporation's General Retirement Plan for Employees of Carpenter Technology Corporation reported $591M in total assets and 1,073 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,963 in Manufacturing (20,602 peers)
Where General Retirement Plan for Employees of Carpenter Technology Corporation sits by assets
General Retirement Plan for Employees of Carpenter Technology Corporation sits in the top 5% of all filed plans by assets, $591M for 1,073 participants (~$550,739/participant), down 32.9% in 2022.
- #19,963
- in Manufacturing (20,602 peers)
- -32.9%
- assets change YoY
- 5.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $289M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
General Retirement Plan for Employees of Carpenter Technology Corporation's outsized position by total assets
General Retirement Plan for Employees of Carpenter Technology Corporation vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$590,943,000 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
General Retirement Plan for Employees of Carpenter Technology Corporation'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. General Retirement Plan for Employees of Carpenter Technology Corporation lands in the large band (1,073 participants).
Published 5500 schedule card
Filing strip 230458500 · Carpenter Technology Corporation PY 2022 · Defined Benefit (Pension)
General Retirement Plan for Employees of Carpenter Technology Corporation · $591M · 1,073 · 98th
- EOY $591M
- 5500 1,073
- ASSETS 98th
- PCT Defined Benefit (Pension)
- EIN near Avnet Pension Plan
- RANK ind #19963
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 Pennsylvania →
General Retirement Plan for Employees of Carpenter Technology Corporation in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $881M |
|---|---|
| Net Assets (End of Year) | $591M |
| Net Income | -$289M |
| Employer EIN | 230458500 |
| Plan Effective Date | 1950-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenter Technology Corporation)
Sponsor-wide plan assets over time
All Carpenter Technology Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 6.427724892819955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 4,881 | $1.3B |
| 2023 | 4 | 4,930 | $1.5B |
| 2024 | 4 | 5,352 | $1.4B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
General Retirement Plan for Employees of Carpenter Technology Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Avnet Pension Plan in AZ ($591M); by covered participants it is Transcanada USA Services Inc. Retirement Plan in TX (1,072 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($591M here).
- Avnet Pension Plan (AZ) $591M · 2,609
- Banco Popular De Puerto Rico Retirement Plan (PR) $592M · 2,057
- Nurses and Local 813 Ibt Retirement Plan (NY) $589M · 2,737
- Pension Fund of Local No. One of I. a. T. S. E. (NY) $593M · 1,360
Similar participant headcount
Nearest other-state filings by covered participants (1,073 participants); asset peers above are excluded.
- Transcanada USA Services Inc. Retirement Plan (TX) 1,072 · 1 off
- Indiana Teamsters Pension Plan (IN) 1,072 · 1 off
- McKinsey & Company, Inc. Partner Cash Balance Plan (NY) 1,075 · 2 off
- Dr Pepper Snapple Group, Inc. Hourly Employees' Pension Plan (TX) 1,076 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.