401(k) · DOL Form 5500 · 2023
Carpenter Technology Corporation 401(k) Plan
Data updated 2026-08-25
- $778M
- Total assets Above avg plan size
- 3,357
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $231,775
- Avg per participant Above avg balance/head
Official DOL plan name: Carpenter Technology Corporation 401(k) Retirement · Sponsored by Carpenter Technology Corporation · Pennsylvania · Manufacturing
$778M in assets, 3,357 participants
Carpenter Technology Corporation's Carpenter Technology Corporation 401(k) Retirement reported $778M in total assets and 3,357 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #18,154 in Manufacturing (18,722 peers)
Coverage in Pennsylvania
Carpenter Technology Corporation 401(k) Retirement covers 3,357 participants in Pennsylvania, 4.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $778M.
- #18,154
- in Manufacturing (18,722 peers)
- +18.9%
- assets growth YoY
- 7.8×
- vs typical plan assets (national mean)
Carpenter Technology Corporation 401(k) Retirement's outsized position by total assets
Carpenter Technology Corporation 401(k) Retirement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$778,068,015 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carpenter Technology Corporation 401(k) Retirement's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenter Technology Corporation 401(k) Retirement lands in the large band (3,357 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carpenter Technology Corporation 401(k) Retirement reported net income rose from -$124M in the plan year 2022 filing to $124M in the plan year 2023 filing.
- Carpenter Technology Corporation 401(k) Retirement end-of-year assets rose from $654M in the plan year 2022 filing to $778M in the plan year 2023 filing.
- Carpenter Technology Corporation 401(k) Retirement reported participants rose from 3,143 in the plan year 2022 filing to 3,357 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 230458500 · Carpenter Technology Corporation PY 2023 · 401(k)
Carpenter Technology Corporation 401(k) Retirement · $778M · 3,357 · 98th
- IND $778M
- EOY 3,357
- 5500 98th
- ASSETS 401(k)
- PCT near Mallinckrodt Pharmaceuticals Retirement Savings and Investment Plan
- EIN ind #18154
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 →
Carpenter Technology Corporation 401(k) Retirement in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $654M |
|---|---|
| Net Assets (End of Year) | $778M |
| Net Income | $124M |
| Employer EIN | 230458500 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Carpenter Technology Corporation 401(k) Retirement's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Mallinckrodt Pharmaceuticals Retirement Savings and Investment Plan in MO ($779M); by covered participants it is Citadel Retirement Savings Plan in FL (3,356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($778M here).
- Mallinckrodt Pharmaceuticals Retirement Savings and Investment Plan (MO) $779M · 2,332
- Kirby 401(k) Plan (TX) $777M · 4,954
- The Gi Alliance Management 401(k) Savings Plan (TX) $780M · 4,699
- National Railroad Passenger Corporation Savings Plan (DC) $780M · 3,938
Similar participant headcount
Nearest other-state filings by covered participants (3,357 participants); asset peers above are excluded.
- Citadel Retirement Savings Plan (FL) 3,356 · 1 off
- Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan (NY) 3,359 · 2 off
- Cj Logistics America 401(k) Plan (IL) 3,361 · 4 off
- Trelleborg Corporation Savings Plan (MI) 3,353 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.