Defined Benefit (Pension) · DOL Form 5500 · 2022

Carpenter Technology Corporation Pension Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
371
Participants Below avg headcount
91st
Percentile by assets National rank
$196,871
Avg per participant Above avg balance/head
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Official DOL plan name: Latrobe Steel Company Pension Plan for Bargaining Unit Employees · Sponsored by Carpenter Technology Corporation · Pennsylvania · Manufacturing

$73M in assets, 371 participants

Carpenter Technology Corporation's Latrobe Steel Company Pension Plan for Bargaining Unit Employees reported $73M in total assets and 371 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #17,770 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Latrobe Steel Company Pension Plan for Bargaining Unit Employees covers 371 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $73M.

#17,770
in Manufacturing (20,602 peers)
-34.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Latrobe Steel Company Pension Plan for Bargaining Unit Employees's outsized position by total assets

Latrobe Steel Company Pension Plan for Bargaining Unit Employees vs every filed plan by assets

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

$73,039,000 Top 9% higher than 91% 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

Latrobe Steel Company Pension Plan for Bargaining Unit Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Latrobe Steel Company Pension Plan for Bargaining Unit Employees sits mid-pack in the medium band (371 participants).

Published 5500 schedule card

Filing strip 230458500 · Carpenter Technology Corporation PY 2022 · Defined Benefit (Pension)

Latrobe Steel Company Pension Plan for Bargaining Unit Employees · $73M · 371 · 91st

  • 5500 $73M
  • 5500 371
  • 5500 91st
  • 5500 Defined Benefit (Pension)
  • 5500 near Scor U.S. Group Pension Plan
  • 5500 ind #17770

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 →

Latrobe Steel Company Pension Plan for Bargaining Unit Employees in the asset neighbourhood

Scor U.S. Group Pension Plan$73MLatrobe Steel Company Pension Plan for Bargaining Unit EmployeesLatrobe Steel Company Pensio…$73MEmployees' Retirement Plan of Acf Industries, LLCEmployees' Retirement Plan o…$73MThe Jewish Home & Hospital Retirement PlanThe Jewish Home & Hospital R…$73MAmerican Petroleum Institute Retirement Income PlanAmerican Petroleum Institute…$73M
End-of-year total assets ($M) among Latrobe Steel Company Pension Plan for Bargaining Unit Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$73M
Net Income-$38M
Employer EIN230458500
Plan Effective Date1950-03-01
Filing StatusFILING 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
$1.3B$1.35B$1.4B$1.45B$1.5B 202220232024 $1.35B $1.44B ▲ +6.7%
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.

Latrobe Steel Company Pension Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Latrobe Steel Company Pension Plan for Bargaining Unit Employees, Total assets ($B): 0.073039 · Participants: 371Latrobe Steel Company Pension Plan for Bargaining Unit EmployeesNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Latrobe Steel Company Pension Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Latrobe Steel Company Pension Plan for Bargaining Unit Employees side-by-side with 3 peers →

Latrobe Steel Company Pension Plan for Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Scor U.S. Group Pension Plan in NY ($73M); by covered participants it is Pension Plan for Reynolds Bargaining in IL (371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (371 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 Latrobe Steel Company Pension Plan for Bargaining Unit Employees assets move in 2022? ▼
Latrobe Steel Company Pension Plan for Bargaining Unit Employees contracted severely - down 34.2% during 2022, from $111M to $73M. Reported net income was -$38M.
How have Carpenter Technology Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenter Technology Corporation's sponsor-wide assets grew 6.4%, from $1.3B to $1.4B.
Where does Latrobe Steel Company Pension Plan for Bargaining Unit Employees rank by assets among Form 5500 filers? ▼
Latrobe Steel Company Pension Plan for Bargaining Unit Employees ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Latrobe Steel Company Pension Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Scor U.S. Group Pension Plan in NY ($73M, 89 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Latrobe Steel Company Pension Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Reynolds Bargaining in IL (371 participants, $5M 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 230458500.

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.