401(k) · DOL Form 5500 · 2023
New Carbon Company, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $35,846
- Avg per participant Low balance/head
Official DOL plan name: New Carbon Company, LLC 401(k) Retirement Plan · Sponsored by New Carbon Company, LLC · Indiana · Wholesale Trade
$6M in assets, 173 participants
New Carbon Company, LLC's New Carbon Company, LLC 401(k) Retirement Plan reported $6M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #2,405 in Wholesale Trade (6,309 peers)
Coverage in Indiana
New Carbon Company, LLC 401(k) Retirement Plan covers 173 participants in Indiana, about 32% of the average Indiana filer (state average ~541 per filing). Assets: $6M.
- #2,405
- in Wholesale Trade (6,309 peers)
- +33.7%
- assets growth YoY
New Carbon Company, LLC 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
New Carbon Company, LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,201,290 48th percentile higher than 48% 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
New Carbon Company, LLC 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. New Carbon Company, LLC 401(k) Retirement Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Carbon Company, LLC 401(k) Retirement Plan reported net income rose from -$612K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- New Carbon Company, LLC 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- New Carbon Company, LLC 401(k) Retirement Plan reported participants rose from 149 in the plan year 2022 filing to 173 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 383872835 · New Carbon Company, LLC PY 2023 · 401(k)
New Carbon Company, LLC 401(k) Retirement Plan · $6M · 173 · 48th
- EBSA $6M
- PART 173
- TYPE 48th
- NET 401(k)
- BOOK near Rock Creek Property Group, LLC Profit Sharing Plan
- VS-ST ind #2405
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 Wholesale Trade retirement plans → · Plans in Indiana →
New Carbon Company, LLC 401(k) Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $2M |
| Employer EIN | 383872835 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Carbon Company, LLC)
Sponsor-wide plan assets over time
All New Carbon Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 86.37827509681291% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $5M |
| 2023 | 1 | 173 | $6M |
| 2024 | 1 | 190 | $9M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
New Carbon Company, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Rock Creek Property Group, LLC Profit Sharing Plan in MD ($6M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Rock Creek Property Group, LLC Profit Sharing Plan (MD) $6M · 15
- Kind Lending LLC 401(k) Plan (CA) $6M · 321
- Jim N Nicks 401(k) Plan (AL) $6M · 922
- H & H Sales, Inc. 401(k) Plan (IA) $6M · 16
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Ace Fix-It Hardware 401(k) Plan (PA) 173 · 0 off
- Incom, Inc. Profit Sharing & Retirement Savings Plan (MA) 173 · 0 off
- Myfitnesspal 401(k) Plan (TX) 173 · 0 off
- Affiliated Consumer Services, Inc. 401(k) Profit Sharing Plan (WI) 173 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.