401(k) · DOL Form 5500 · 2023

Carbon Energy Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
43
Participants Small participant base
52nd
Percentile by assets National rank
$173,705
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carbon Energy Corporation 401(k) Plan · Sponsored by Carbon Energy Corporation · Colorado · Mining & Oil Extraction

$7M in assets, 43 participants

Carbon Energy Corporation's Carbon Energy Corporation 401(k) Plan reported $7M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #255 in Mining & Oil Extraction (811 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Carbon Energy Corporation 401(k) Plan ranks #255 of 811 2023 filers by assets (1647% of the sector average)-$7M for 43 participants.

#255
in Mining & Oil Extraction (811 peers)
-4.2%
assets change YoY

The plan reported a net loss of $324K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carbon Energy Corporation 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Carbon Energy Corporation 401(k) Plan vs every filed plan by assets

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

$7,469,336 Top 48% higher than 52% 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

Carbon Energy Corporation 401(k) 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. Carbon Energy Corporation 401(k) Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carbon Energy Corporation 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$324K in the plan year 2023 filing.
  • Carbon Energy Corporation 401(k) Plan reported participants rose from 41 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • Carbon Energy Corporation 401(k) Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260818050 · Carbon Energy Corporation PY 2023 · 401(k)

Carbon Energy Corporation 401(k) Plan · $7M · 43 · 52nd

  • PART $7M
  • TYPE 43
  • NET 52nd
  • BOOK 401(k)
  • VS-ST near Lusamerica 401(k) Plan
  • BOY ind #255

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 Mining & Oil Extraction retirement plans → · Plans in Colorado →

Carbon Energy Corporation 401(k) Plan in the asset neighbourhood

Carbon Energy Corporation 401(k) PlanCarbon Energy Corporation 40…$7MLusamerica 401(k) Plan$7MWerth Wealth Management Profit Sharing PlanWerth Wealth Management Prof…$7MFaith Medical 401(k) Profit Sharing PlanFaith Medical 401(k) Profit …$7MApex Dermatology and Skin Surgery Center, LLC Profit Sharing PlanApex Dermatology and Skin Su…$7M
End-of-year total assets ($M) among Carbon Energy Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$324K
Employer EIN260818050
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carbon Energy Corporation)

Sponsor-wide plan assets over time

All Carbon Energy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 2.3966473651416718% vs 2022
2024 filing year
$7.4M$7.6M$7.8M$8M$8.2M 202220232024 $7.79M $7.98M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 41 $8M
2023 1 43 $7M
2024 1 39 $8M

Nearby 401(k) Plans in Colorado

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

Carbon Energy Corporation 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Carbon Energy Corporation 401(k) Plan, Total assets ($B): 0.007469336 · Participants: 43Carbon Energy Corporation 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Carbon Energy Corporation 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Carbon Energy Corporation 401(k) Plan side-by-side with 3 peers →

Carbon Energy Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Lusamerica 401(k) Plan in CA ($7M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Carbon Energy Corporation 401(k) Plan assets move in 2023? ▼
Carbon Energy Corporation 401(k) Plan edged down modestly - down 4.2% during 2023, from $8M to $7M. Reported net income was -$324K.
How have Carbon Energy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carbon Energy Corporation's sponsor-wide assets grew 2.4%, from $8M to $8M.
Which 401(k) plans are similar in size to Carbon Energy Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lusamerica 401(k) Plan in CA ($7M, 489 participants).
Which 401(k) plans cover a similar participant headcount to Carbon Energy Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 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 260818050.

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.