401(k) · DOL Form 5500 · 2022
Carpenter Industries Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $56,034
- Avg per participant Low balance/head
Official DOL plan name: Carpenter Industries Inc. 401(k) Plan · Sponsored by Carpenter Industries Inc. · North Carolina · Manufacturing
$8M in assets, 138 participants
Carpenter Industries Inc.'s Carpenter Industries Inc. 401(k) Plan reported $8M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #9,380 in Manufacturing (20,602 peers)
Coverage in North Carolina
Carpenter Industries Inc. 401(k) Plan covers 138 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.
- #9,380
- in Manufacturing (20,602 peers)
- -12.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carpenter Industries Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Carpenter Industries Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,732,653 Top 40% higher than 60% 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
Carpenter Industries Inc. 401(k) Plan 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. Carpenter Industries Inc. 401(k) Plan sits mid-pack in the medium band (138 participants).
DOL schedule card
Filing strip 020736840 · Carpenter Industries Inc. PY 2022 · 401(k)
Carpenter Industries Inc. 401(k) Plan · $8M · 138 · 60th
- EIN $8M
- EIN 138
- EIN 60th
- EIN 401(k)
- EIN near Infoimage of California, Inc. Retirement Plan
- EIN ind #9380
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 North Carolina →
Carpenter Industries Inc. 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 020736840 |
| Plan Effective Date | 1993-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenter Industries Inc.)
Sponsor-wide plan assets over time
All Carpenter Industries Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 32.10491923017883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $8M |
| 2023 | 1 | 144 | $9M |
| 2024 | 1 | 142 | $10M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Carpenter Industries Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Infoimage of California, Inc. Retirement Plan in CA ($8M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Infoimage of California, Inc. Retirement Plan (CA) $8M · 159
- Nextworld 401(k) Plan (CO) $8M · 156
- Johnstone Supply Savings Plan (LA) $8M · 140
- H.M. Cragg Company 401(k) Profit Sharing Plan (MN) $8M · 125
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Capital Pumping, LP 401(k) Profit Sharing Plan (TX) 138 · 0 off
- Cryptic Studios Inc 401(k) Profit Sharing Plan and Trust (CA) 138 · 0 off
- Ivc, Inc. Union 401(k) Plan (CA) 138 · 0 off
- Southcross Energy Partners Gp, LLC 401(k) Plan (TX) 138 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.