401(k) · DOL Form 5500 · 2022

Carrier Process Equipment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
211
Participants Below avg headcount
78th
Percentile by assets National rank
$102,591
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carrier Process Equipment Group, Inc. 401(k) Plan and Trust · Sponsored by Carrier Process Equipment Group, Inc. · Kentucky · Manufacturing

$22M in assets, 211 participants

Carrier Process Equipment Group, Inc.'s Carrier Process Equipment Group, Inc. 401(k) Plan and Trust reported $22M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,369 in Manufacturing (20,602 peers)

Coverage in Kentucky

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust covers 211 participants in Kentucky, about 33% of the average Kentucky filer (state average ~647 per filing). Assets: $22M.

#14,369
in Manufacturing (20,602 peers)
+3.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust's outsized position by total assets

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$21,646,630 Top 22% higher than 78% 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

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust 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. Carrier Process Equipment Group, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (211 participants).

Published 5500 schedule card

Filing strip 812418317 · Carrier Process Equipment Group, Inc. PY 2022 · 401(k)

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust · $22M · 211 · 78th

  • 5500 $22M
  • 5500 211
  • 5500 78th
  • 5500 401(k)
  • 5500 near Forward Solutions 401(k) Plan
  • 5500 ind #14369

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 Kentucky →

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

Carrier Process Equipment Group, Inc. 401(k) Plan and TrustCarrier Process Equipment Gr…$22MForward Solutions 401(k) Plan$22MKymera International 401(k) PlanKymera International 401(k) …$22MVvf Kansas Services, LLC 401(k) PlanVvf Kansas Services, LLC 401…$22MMichigan First Credit Union 401(k) Savings PlanMichigan First Credit Union …$22M
End-of-year total assets ($M) among Carrier Process Equipment Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$787K
Employer EIN812418317
Plan Effective Date2015-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrier Process Equipment Group, Inc.)

Sponsor-wide plan assets over time

All Carrier Process Equipment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$113M 5.696570180258491% vs 2022
2023 filing year
$106M$108M$110M$112M$114M 20222023 $107M $113M ▲ +5.7%
Year Plans Participants Total Assets
2022 3 677 $107M
2023 3 716 $113M

Nearby 401(k) Plans in Kentucky

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

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Carrier Process Equipment Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.02164663 · Participants: 211Carrier Process Equipment Group, Inc. 401(k) Plan and TrustHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Carrier Process Equipment Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Carrier Process Equipment Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Forward Solutions 401(k) Plan in PA ($22M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Carrier Process Equipment Group, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Carrier Process Equipment Group, Inc. 401(k) Plan and Trust edged up modestly - up 3.8% during 2022, from $21M to $22M. Reported net income was $787K.
How have Carrier Process Equipment Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carrier Process Equipment Group, Inc.'s sponsor-wide assets grew 5.7%, from $107M to $113M.
Where does Carrier Process Equipment Group, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Carrier Process Equipment Group, Inc. 401(k) Plan and Trust ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carrier Process Equipment Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Forward Solutions 401(k) Plan in PA ($22M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Carrier Process Equipment Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (211 participants, $87K 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 812418317.

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.