401(k) · DOL Form 5500 · 2023

Carpenter Industries Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
144
Participants Small participant base
56th
Percentile by assets National rank
$60,934
Avg per participant Low balance/head
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Official DOL plan name: Carpenter Industries Inc. 401(k) Plan · Sponsored by Carpenter Industries Inc. · North Carolina · Manufacturing

$9M in assets, 144 participants

Carpenter Industries Inc.'s Carpenter Industries Inc. 401(k) Plan reported $9M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,737 in Manufacturing (18,722 peers)

Coverage in North Carolina

Carpenter Industries Inc. 401(k) Plan covers 144 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#7,737
in Manufacturing (18,722 peers)
+13.5%
assets growth YoY

Carpenter Industries Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Carpenter Industries Inc. 401(k) Plan vs every filed plan by assets

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

$8,774,432 Top 44% higher than 56% 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

Carpenter Industries Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenter Industries Inc. 401(k) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carpenter Industries Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Carpenter Industries Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Carpenter Industries Inc. 401(k) Plan reported participants rose from 138 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020736840 · Carpenter Industries Inc. PY 2023 · 401(k)

Carpenter Industries Inc. 401(k) Plan · $9M · 144 · 56th

  • ASSETS $9M
  • ASSETS 144
  • ASSETS 56th
  • ASSETS 401(k)
  • ASSETS near Agamerica Lending LLC 401(k) Plan
  • ASSETS ind #7737

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 North Carolina →

Carpenter Industries Inc. 401(k) Plan in the asset neighbourhood

Care Ventures, Inc. 401(k) Profit Sharing PlanCare Ventures, Inc. 401(k) P…$9MCarpenter Industries Inc. 401(k) PlanCarpenter Industries Inc. 40…$9MAgamerica Lending LLC 401(k) PlanAgamerica Lending LLC 401(k)…$9MArchitectural Arts Millwork, LLC 401(k) PlanArchitectural Arts Millwork,…$9MMidwest Cardiovascular Institute 401(k)Profit Sharing PlanMidwest Cardiovascular Insti…$9M
End-of-year total assets ($M) among Carpenter Industries Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN020736840
Plan Effective Date1993-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenter Industries Inc.)

Sponsor-wide plan assets over time

All Carpenter Industries Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.10491923017883% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.73M $10.2M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 138 $8M
2023 1 144 $9M
2024 1 142 $10M

Nearby 401(k) Plans in North Carolina

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

Carpenter Industries Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carpenter Industries Inc. 401(k) Plan, Total assets ($B): 0.008774432 · Participants: 144Carpenter Industries Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Carpenter Industries Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carpenter Industries Inc. 401(k) Plan side-by-side with 3 peers →

Carpenter Industries Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Agamerica Lending LLC 401(k) Plan in FL ($9M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Carpenter Industries Inc. 401(k) Plan assets move in 2023? ▼
Carpenter Industries Inc. 401(k) Plan grew at a solid clip - up 13.5% during 2023, from $8M to $9M. Reported net income was $1M.
How have Carpenter Industries Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenter Industries Inc.'s sponsor-wide assets grew 32.1%, from $8M to $10M.
Which 401(k) plans are similar in size to Carpenter Industries Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agamerica Lending LLC 401(k) Plan in FL ($9M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Carpenter Industries Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 participants, N/A 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 020736840.

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.