Profit Sharing · DOL Form 5500 · 2023

The Carpenter Group Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
96
Participants Small participant base
61st
Percentile by assets National rank
$116,178
Avg per participant Below avg balance/head
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Official DOL plan name: The Carpenter Group Profit Sharing Plan · Sponsored by The Carpenter Group · California · Manufacturing

$11M in assets, 96 participants

The Carpenter Group's The Carpenter Group Profit Sharing Plan reported $11M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,921 in Manufacturing (18,722 peers)

The Carpenter Group multi-year trail

The Carpenter Group's plans moved -48.4% in assets from 2022 to 2024; this filing shows The Carpenter Group Profit Sharing Plan at $11M / 96 participants.

#8,921
in Manufacturing (18,722 peers)
+15.2%
assets growth YoY

The Carpenter Group Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

The Carpenter Group Profit Sharing Plan vs every filed plan by assets

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

$11,153,115 Top 39% higher than 61% 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

The Carpenter Group 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. The Carpenter Group Profit Sharing Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Carpenter Group Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Carpenter Group Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The Carpenter Group Profit Sharing Plan reported participants fell from 98 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941167896 · The Carpenter Group PY 2023 · Profit Sharing

The Carpenter Group Profit Sharing Plan · $11M · 96 · 61st

  • BOOK $11M
  • VS-ST 96
  • BOY 61st
  • SCH Profit Sharing
  • EBSA near Conti Federal Services, LLC Employees' 401(k) Plan
  • PART ind #8921

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 California →

The Carpenter Group Profit Sharing Plan in the asset neighbourhood

Quam-Nichols Company Amended & Restated Employees' Profit Sharing TrustQuam-Nichols Company Amended…$11MHoneywell Secured Benefit PlanHoneywell Secured Benefit Pl…$11MConti Federal Services, LLC Employees' 401(k) PlanConti Federal Services, LLC …$11MThe Carpenter Group Profit Sharing PlanThe Carpenter Group Profit S…$11MEndoscopy Center of Ocala, Inc. 401(k) Profit Sharing PlanEndoscopy Center of Ocala, I…$11M
End-of-year total assets ($M) among The Carpenter Group Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Carpenter Group multi-year asset trail

Sponsor-wide plan assets over time

All The Carpenter Group plans reported in each filing year

Latest sponsor-wide plan assets
$5M 48.39357257537391% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $9.68M $5M ▼ -48.3%
Year Plans Participants Total Assets
2022 1 98 $10M
2023 1 96 $11M
2024 1 119 $5M

The Carpenter Group filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN941167896
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Carpenter Group Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Carpenter Group Profit Sharing Plan, Total assets ($B): 0.011153115 · Participants: 96The Carpenter Group Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
The Carpenter Group Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The Carpenter Group Profit Sharing Plan side-by-side with 3 peers →

The Carpenter Group Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Conti Federal Services, LLC Employees' 401(k) Plan in FL ($11M); by covered participants it is The Profit Sharing Plan of Fairview Evergreen Nurseries, Inc. in PA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 The Carpenter Group Profit Sharing Plan assets move in 2023? ▼
The Carpenter Group Profit Sharing Plan grew sharply - up 15.2% during 2023, from $10M to $11M. Reported net income was $1M.
How have The Carpenter Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Carpenter Group's sponsor-wide assets declined 48.4%, from $10M to $5M.
Which Profit Sharing plans are similar in size to The Carpenter Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Conti Federal Services, LLC Employees' 401(k) Plan in FL ($11M, 104 participants).
Which Profit Sharing plans cover a similar participant headcount to The Carpenter Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Profit Sharing Plan of Fairview Evergreen Nurseries, Inc. in PA (96 participants, $6M 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 941167896.

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.