Profit Sharing · DOL Form 5500 · 2023
Carpenter Co. Profit Sharing Plan
Data updated 2026-08-06
- $299M
- Total assets
- 2,085
- Participants
- 96th
- Percentile by assets
- $143,527
- Avg per participant
Official DOL plan name: Carpenter Co. Profit-Sharing Plan · Sponsored by Carpenter Co. · Virginia · Manufacturing
$299M in assets, 2,085 participants
Carpenter Co.'s Carpenter Co. Profit-Sharing Plan reported $299M in total assets and 2,085 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 126,618 plans)
- #17,520 in Manufacturing (18,672 peers)
Coverage in Virginia
Carpenter Co. Profit-Sharing Plan covers 2,085 participants in Virginia, 2.7x the typical Virginia plan (state average ~781 per filing). Assets: $299M.
- $299M
- total plan assets (2023 EOY)
- 2,085
- covered participants
- 96th
- percentile by assets (of 126,618 plans)
- $143,527
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carpenter Co. Profit-Sharing Plan reported net income rose from -$73M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Carpenter Co. Profit-Sharing Plan end-of-year assets rose from $263M in the plan year 2022 filing to $299M in the plan year 2023 filing.
- Carpenter Co. Profit-Sharing Plan reported participants fell from 2,096 in the plan year 2022 filing to 2,085 in the plan year 2023 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 781 participants across 3,490 plans. Carpenter Co. Profit-Sharing Plan reports 2,085 participants - 2.7x that state average ($299M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $263M |
|---|---|
| Net Assets (End of Year) | $299M |
| Net Income | $36M |
| Employer EIN | 540499731 |
| Plan Effective Date | 1964-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenter Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,842 | $352M |
| 2023 | 2 | 4,760 | $404M |
| 2024 | 2 | 4,896 | $467M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Carpenter Co. Profit-Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.1B · 5,192
- American Institutes for Research Tax Deferred Annuity Plan $277M · 1,521
- Analytic Services Inc. Defined Contribution Retirement Plan $205M · 584
- Associated Universities Inc. Retirement Plan $193M · 541
- Sentara Healthcare 401(a) Retirement Plan $122M · 13,430
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Carpenter Co. Profit-Sharing Plan by total assets, not by location.
- Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement (CA) $299M · 2,160
- Hp Inc. Deferred Profit-Sharing Plan (TX) $298M · 396
- Annuity Fund of Operating Engineers Local 513 (MO) $298M · 8,814
- Cooper Health System, Inc. Defined Contribution Retirement Plan (NJ) $304M · 6,491
Frequently Asked Questions
How did Carpenter Co. Profit-Sharing Plan assets move in 2023? ▼
How have Carpenter Co. plan assets changed over time? ▼
Where does Carpenter Co. Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Carpenter Co. Profit-Sharing Plan? ▼
Next read for Carpenter Co. Profit-Sharing Plan
Filing takeaways
Ways to act on Carpenter Co. Profit-Sharing Plan's numbers.
- By total assets, Carpenter Co. Profit-Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Virginia. Compare plans
- Carpenter Co.'s sponsor-wide assets have grown 32.5% since 2022 across 3 plan years on file. More Manufacturing plans