401(k) · DOL Form 5500 · 2022

Carpenter Financial Group. Inc. 401(k) Plan

Data updated 2026-08-25

$909K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$303,040
Avg per participant High balance/head
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Official DOL plan name: Carpenter Financial Group, Inc. 401(k) Plan & Trust · Sponsored by Carpenter Financial Group. Inc. · Connecticut · Finance & Insurance

$909K in assets, 3 participants

Carpenter Financial Group. Inc.'s Carpenter Financial Group, Inc. 401(k) Plan & Trust reported $909K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,451 in Finance & Insurance (9,261 peers)

Carpenter Financial Group. Inc. multi-year trail

Carpenter Financial Group. Inc.'s plans moved +12.4% in assets from 2022 to 2024; this filing shows Carpenter Financial Group, Inc. 401(k) Plan & Trust at $909K / 3 participants.

#1,451
in Finance & Insurance (9,261 peers)
-4.5%
assets change YoY

The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carpenter Financial Group, Inc. 401(k) Plan & Trust among the smaller filed plans by assets

Carpenter Financial Group, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$909,119 24th percentile higher than 24% 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

Carpenter Financial Group, Inc. 401(k) Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenter Financial Group, Inc. 401(k) Plan & Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 061536689 · Carpenter Financial Group. Inc. PY 2022 · 401(k)

Carpenter Financial Group, Inc. 401(k) Plan & Trust · $909K · 3 · 24th

  • ASSETS $909K
  • ASSETS 3
  • ASSETS 24th
  • ASSETS 401(k)
  • ASSETS near Jp Retirement Plan
  • ASSETS ind #1451

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Carpenter Financial Group, Inc. 401(k) Plan & Trust in the asset neighbourhood

Carpenter Financial Group, Inc. 401(k) Plan & TrustCarpenter Financial Group, I…$909KJp Retirement Plan$909KScw Corp. Dba Day-O-Lite 401(k) PlanScw Corp. Dba Day-O-Lite 401…$909KWaller Investments, Co. Retirement PlanWaller Investments, Co. Reti…$909KJ. Russell Kitchen & Restaurant Supply Company 401(k) PlanJ. Russell Kitchen & Restaur…$909K
End-of-year total assets ($M) among Carpenter Financial Group, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carpenter Financial Group. Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carpenter Financial Group. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.392449531582363% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M$1.05M 202220232024 $0.91M $1.02M ▲ +12.1%
Year Plans Participants Total Assets
2022 2 6 $911K
2023 2 6 $959K
2024 2 6 $1M

Carpenter Financial Group. Inc. filing trail (2022)

Total Assets (Beginning of Year)$951K
Net Assets (End of Year)$909K
Net Income-$42K
Employer EIN061536689
Plan Effective Date2009-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carpenter Financial Group, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Carpenter Financial Group, Inc. 401(k) Plan & Trust, Total assets ($B): 0.000909119 · Participants: 3Carpenter Financial Group, Inc. 401(k) Plan & TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Carpenter Financial Group, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Carpenter Financial Group, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Carpenter Financial Group, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Jp Retirement Plan in ID ($909K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($909K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Carpenter Financial Group, Inc. 401(k) Plan & Trust assets move in 2022? ▼
Carpenter Financial Group, Inc. 401(k) Plan & Trust edged down modestly - down 4.5% during 2022, from $951K to $909K. Reported net income was -$42K.
How have Carpenter Financial Group. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenter Financial Group. Inc.'s sponsor-wide assets grew 12.4%, from $911K to $1M.
Where does Carpenter Financial Group, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Carpenter Financial Group, Inc. 401(k) Plan & Trust ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carpenter Financial Group, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jp Retirement Plan in ID ($909K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Carpenter Financial Group, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A 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 061536689.

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.