401(k) · DOL Form 5500 · 2024
Carbon Energy Corporation 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $204,623
- Avg per participant Above avg balance/head
Official DOL plan name: Carbon Energy Corporation 401(k) Plan · Sponsored by Carbon Energy Corporation · Colorado · Mining & Oil Extraction
$8M in assets, 39 participants
Carbon Energy Corporation's Carbon Energy Corporation 401(k) Plan reported $8M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #234 in Mining & Oil Extraction (785 peers)
Mining & Oil Extraction sector rank
Within Mining & Oil Extraction, Carbon Energy Corporation 401(k) Plan ranks #234 of 785 2024 filers by assets (1541% of the sector average)-$8M for 39 participants.
- #234
- in Mining & Oil Extraction (785 peers)
- +6.8%
- assets growth YoY
Carbon Energy Corporation 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
Carbon Energy Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,980,295 Top 49% higher than 51% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carbon Energy Corporation 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carbon Energy Corporation 401(k) Plan is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carbon Energy Corporation 401(k) Plan reported net income rose from -$324K in the plan year 2023 filing to $511K in the plan year 2024 filing.
- Carbon Energy Corporation 401(k) Plan reported participants fell from 43 in the plan year 2023 filing to 39 in the plan year 2024 filing.
- Carbon Energy Corporation 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 260818050 · Carbon Energy Corporation PY 2024 · 401(k)
Carbon Energy Corporation 401(k) Plan · $8M · 39 · 51st
- PCT $8M
- EIN 39
- RANK 51st
- PHOTO 401(k)
- IND near Players Edge Services Retirement Plan
- EOY ind #234
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 Mining & Oil Extraction retirement plans → · Plans in Colorado →
Carbon Energy Corporation 401(k) Plan in the asset neighbourhood
Mining & Oil Extraction filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $511K |
| Employer EIN | 260818050 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carbon Energy Corporation)
Sponsor-wide plan assets over time
All Carbon Energy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 2.3966473651416718% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $8M |
| 2023 | 1 | 43 | $7M |
| 2024 | 1 | 39 | $8M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Carbon Energy Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Players Edge Services Retirement Plan in CA ($8M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Players Edge Services Retirement Plan (CA) $8M · 261
- Stoler of Westbury, Inc. 401(k) Plan (NY) $8M · 258
- Benjamin N. Simon 401(k) Profit Sharing Plan (CA) $8M · 1
- Ritalka, Inc. 401(k) Plan (MN) $8M · 216
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan (WI) 39 · 0 off
- Kwiat, Inc. Retirement Plan (NY) 39 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.