401(k) · DOL Form 5500 · 2023

Carpenter Technology Corporation 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
296
Participants Below avg headcount
82nd
Percentile by assets National rank
$124,833
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Latrobe Company 401(k) Retirement Plan · Sponsored by Carpenter Technology Corporation · Pennsylvania · Manufacturing

$37M in assets, 296 participants

Carpenter Technology Corporation's Latrobe Company 401(k) Retirement Plan reported $37M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,951 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Latrobe Company 401(k) Retirement Plan covers 296 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $37M.

#13,951
in Manufacturing (18,722 peers)
+19.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Latrobe Company 401(k) Retirement Plan's outsized position by total assets

Latrobe Company 401(k) Retirement Plan vs every filed plan by assets

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

$36,950,477 Top 18% higher than 82% 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

Latrobe Company 401(k) Retirement 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. Latrobe Company 401(k) Retirement Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Latrobe Company 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Latrobe Company 401(k) Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 230458500 · Carpenter Technology Corporation PY 2023 · 401(k)

Latrobe Company 401(k) Retirement Plan · $37M · 296 · 82nd

  • BOOK $37M
  • BOOK 296
  • BOOK 82nd
  • BOOK 401(k)
  • BOOK near 401(k) Plan for Umwa Represented Employees of Iron Senergy
  • BOOK ind #13951

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 Pennsylvania →

Latrobe Company 401(k) Retirement Plan in the asset neighbourhood

California School Employees Association 401(k) PlanCalifornia School Employees …$37MFlexfab Horizons International Retirement Savings PlanFlexfab Horizons Internation…$37MLatrobe Company 401(k) Retirement PlanLatrobe Company 401(k) Retir…$37M401(k) Plan for Umwa Represented Employees of Iron Senergy401(k) Plan for Umwa Represe…$37MBader Rutter Retirement Plan$37M
End-of-year total assets ($M) among Latrobe Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN230458500
Plan Effective Date2006-12-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenter Technology Corporation)

Sponsor-wide plan assets over time

All Carpenter Technology Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 6.427724892819955% vs 2022
2024 filing year
$1.3B$1.35B$1.4B$1.45B$1.5B 202220232024 $1.35B $1.44B ▲ +6.7%
Year Plans Participants Total Assets
2022 4 4,881 $1.3B
2023 4 4,930 $1.5B
2024 4 5,352 $1.4B

Nearby 401(k) Plans in Pennsylvania

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

Latrobe Company 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Latrobe Company 401(k) Retirement Plan, Total assets ($B): 0.036950477 · Participants: 296Latrobe Company 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Latrobe Company 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Latrobe Company 401(k) Retirement Plan side-by-side with 3 peers →

Latrobe Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is 401(k) Plan for Umwa Represented Employees of Iron Senergy in KY ($37M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Latrobe Company 401(k) Retirement Plan assets move in 2023? ▼
Latrobe Company 401(k) Retirement Plan grew sharply - up 19.2% during 2023, from $31M to $37M. Reported net income was $6M.
How have Carpenter Technology Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenter Technology Corporation's sponsor-wide assets grew 6.4%, from $1.3B to $1.4B.
Where does Latrobe Company 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Latrobe Company 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Latrobe Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Umwa Represented Employees of Iron Senergy in KY ($37M, 573 participants).
Which 401(k) plans cover a similar participant headcount to Latrobe Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 230458500.

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.