401(k) · DOL Form 5500 · 2023

Carbon, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
401
Participants Below avg headcount
82nd
Percentile by assets National rank
$88,623
Avg per participant Below avg balance/head
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Official DOL plan name: Carbon, Inc. 401(k) Plan · Sponsored by Carbon, Inc. · California · Manufacturing

$36M in assets, 401 participants

Carbon, Inc.'s Carbon, Inc. 401(k) Plan reported $36M in total assets and 401 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.

  • #13,832 in Manufacturing (18,722 peers)

Where Carbon, Inc. 401(k) Plan sits by assets

Carbon, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 401 participants (~$88,623/participant), up 33.9% in 2023.

#13,832
in Manufacturing (18,722 peers)
+33.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Carbon, Inc. 401(k) Plan's outsized position by total assets

Carbon, Inc. 401(k) Plan vs every filed plan by assets

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

$35,537,702 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

Carbon, 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. Carbon, Inc. 401(k) Plan sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carbon, Inc. 401(k) Plan reported net income rose from $322K in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Carbon, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Carbon, Inc. 401(k) Plan reported participants fell from 422 in the plan year 2022 filing to 401 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461897013 · Carbon, Inc. PY 2023 · 401(k)

Carbon, Inc. 401(k) Plan · $36M · 401 · 82nd

  • SCH $36M
  • SCH 401
  • SCH 82nd
  • SCH 401(k)
  • SCH near Jcj Architecture 401(k) Plan
  • SCH ind #13832

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 California →

Carbon, Inc. 401(k) Plan in the asset neighbourhood

Carbon, Inc. 401(k) Plan$36MJcj Architecture 401(k) Plan$36MDistrict Photo, Inc. 401(k) PlanDistrict Photo, Inc. 401(k) …$36MHutson Inc. 401(k) Profit Sharing PlanHutson Inc. 401(k) Profit Sh…$36MEpps Air Service, Inc. 401(k) Profit Sharing PlanEpps Air Service, Inc. 401(k…$36M
End-of-year total assets ($M) among Carbon, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$36M
Net Income$9M
Employer EIN461897013
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carbon, Inc.)

Sponsor-wide plan assets over time

All Carbon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 60.3138828094279% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.5M $42.6M ▲ +60.3%
Year Plans Participants Total Assets
2022 1 422 $27M
2023 1 401 $36M
2024 1 350 $43M

Nearby 401(k) Plans in California

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

Carbon, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carbon, Inc. 401(k) Plan, Total assets ($B): 0.035537702 · Participants: 401Carbon, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Carbon, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carbon, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Jcj Architecture 401(k) Plan in CT ($36M); by covered participants it is Aquafil USA, Inc. 401(k) Plan in GA (401 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Carbon, Inc. 401(k) Plan assets move in 2023? ▼
Carbon, Inc. 401(k) Plan surged - up 33.9% during 2023, from $27M to $36M. Reported net income was $9M.
How have Carbon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carbon, Inc.'s sponsor-wide assets grew 60.3%, from $27M to $43M.
Where does Carbon, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carbon, Inc. 401(k) 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 Carbon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jcj Architecture 401(k) Plan in CT ($36M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Carbon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquafil USA, Inc. 401(k) Plan in GA (401 participants, $5M 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 461897013.

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.