401(k) · DOL Form 5500 · 2023

Carpenters Southwest Administrative Corp. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
95
Participants Small participant base
42nd
Percentile by assets National rank
$47,449
Avg per participant Low balance/head
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Official DOL plan name: Carpenters Southwest Administrative Corporation Profit Sharing Plan · Sponsored by Carpenters Southwest Administrative Corp. · California · Administrative & Support Services

$5M in assets, 95 participants

Carpenters Southwest Administrative Corp.'s Carpenters Southwest Administrative Corporation Profit Sharing Plan reported $5M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,849 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Carpenters Southwest Administrative Corporation Profit Sharing Plan ranks #2,849 of 4,372 2023 filers by assets (640% of the sector average)-$5M for 95 participants.

#2,849
in Administrative & Support Services (4,372 peers)
+60.0%
assets growth YoY

Carpenters Southwest Administrative Corporation Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Carpenters Southwest Administrative Corporation Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,507,673 42nd percentile higher than 42% of 127,068 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 2023

Carpenters Southwest Administrative Corporation Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenters Southwest Administrative Corporation Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carpenters Southwest Administrative Corporation Profit Sharing Plan reported net income rose from $412K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carpenters Southwest Administrative Corporation Profit Sharing Plan reported participants rose from 37 in the plan year 2022 filing to 95 in the plan year 2023 filing.
  • Carpenters Southwest Administrative Corporation Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953687194 · Carpenters Southwest Administrative Corp. PY 2023 · 401(k)

Carpenters Southwest Administrative Corporation Profit Sharing Plan · $5M · 95 · 42nd

  • PHOTO $5M
  • PHOTO 95
  • PHOTO 42nd
  • PHOTO 401(k)
  • PHOTO near Servefed, Inc. 401(k) Plan
  • PHOTO ind #2849

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 Administrative & Support Services retirement plans → · Plans in California →

Carpenters Southwest Administrative Corporation Profit Sharing Plan in the asset neighbourhood

Carpenters Southwest Administrative Corporation Profit Sharing PlanCarpenters Southwest Adminis…$5MServefed, Inc. 401(k) Plan$5MMathias Savings Incentive PlanMathias Savings Incentive Pl…$5MMurad & Murad 401(k) Safe Harbor PlanMurad & Murad 401(k) Safe Ha…$5MChilewich Sultan LLC 401(k) Profit Sharing Plan & TrustChilewich Sultan LLC 401(k) …$5M
End-of-year total assets ($M) among Carpenters Southwest Administrative Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN953687194
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenters Southwest Administrative Corp.)

Sponsor-wide plan assets over time

All Carpenters Southwest Administrative Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 130.5709562017338% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.82M $6.49M ▲ +130.1%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 95 $5M
2024 1 128 $6M

Nearby 401(k) Plans in California

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

Carpenters Southwest Administrative Corporation Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carpenters Southwest Administrative Corporation Profit Sharing Plan, Total assets ($B): 0.004507673 · Participants: 95Carpenters Southwest Administrative Corporation Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Carpenters Southwest Administrative Corporation Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carpenters Southwest Administrative Corporation Profit Sharing Plan side-by-side with 3 peers →

Carpenters Southwest Administrative Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Servefed, Inc. 401(k) Plan in MD ($5M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carpenters Southwest Administrative Corporation Profit Sharing Plan assets move in 2023? ▼
Carpenters Southwest Administrative Corporation Profit Sharing Plan surged - up 60.0% during 2023, from $3M to $5M. Reported net income was $2M.
How have Carpenters Southwest Administrative Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenters Southwest Administrative Corp.'s sponsor-wide assets grew 130.6%, from $3M to $6M.
Which 401(k) plans are similar in size to Carpenters Southwest Administrative Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Servefed, Inc. 401(k) Plan in MD ($5M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Carpenters Southwest Administrative Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953687194.

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.