401(k) · DOL Form 5500 · 2023

Carrier Process Equipment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
232
Participants Below avg headcount
76th
Percentile by assets National rank
$103,207
Avg per participant Below avg balance/head
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Official DOL plan name: Carrier Process Equipment Group, Inc. 401(k) Plan and Trust · Sponsored by Carrier Process Equipment Group, Inc. · Kentucky · Manufacturing

$24M in assets, 232 participants

Carrier Process Equipment Group, Inc.'s Carrier Process Equipment Group, Inc. 401(k) Plan and Trust reported $24M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,449 in Manufacturing (18,722 peers)

Coverage in Kentucky

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust covers 232 participants in Kentucky, about 36% of the average Kentucky filer (state average ~647 per filing). Assets: $24M.

#12,449
in Manufacturing (18,722 peers)
+10.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust's outsized position by total assets

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$23,944,119 Top 24% higher than 76% 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

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust 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. Carrier Process Equipment Group, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrier Process Equipment Group, Inc. 401(k) Plan and Trust reported net income rose from $787K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carrier Process Equipment Group, Inc. 401(k) Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Carrier Process Equipment Group, Inc. 401(k) Plan and Trust reported participants rose from 211 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 812418317 · Carrier Process Equipment Group, Inc. PY 2023 · 401(k)

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust · $24M · 232 · 76th

  • TYPE $24M
  • NET 232
  • BOOK 76th
  • VS-ST 401(k)
  • BOY near Nasba Employee 401(k) Plan
  • SCH ind #12449

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 Kentucky →

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

Nasba Employee 401(k) Plan$24MSweetgreen, Inc. 401(k) Plan$24MAscendum Machinery, Inc. 401(k) PlanAscendum Machinery, Inc. 401…$24MCarrier Process Equipment Group, Inc. 401(k) Plan and TrustCarrier Process Equipment Gr…$24MHackman Capital Partners 401(k) PlanHackman Capital Partners 401…$24M
End-of-year total assets ($M) among Carrier Process Equipment Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN812418317
Plan Effective Date2015-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrier Process Equipment Group, Inc.)

Sponsor-wide plan assets over time

All Carrier Process Equipment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$113M 5.696570180258491% vs 2022
2023 filing year
$106M$108M$110M$112M$114M 20222023 $107M $113M ▲ +5.7%
Year Plans Participants Total Assets
2022 3 677 $107M
2023 3 716 $113M

Nearby 401(k) Plans in Kentucky

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

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Carrier Process Equipment Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.023944119 · Participants: 232Carrier Process Equipment Group, Inc. 401(k) Plan and TrustCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Carrier Process Equipment Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Carrier Process Equipment Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Carrier Process Equipment Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Nasba Employee 401(k) Plan in TN ($24M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Carrier Process Equipment Group, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Carrier Process Equipment Group, Inc. 401(k) Plan and Trust grew at a solid clip - up 10.6% during 2023, from $22M to $24M. Reported net income was $2M.
How have Carrier Process Equipment Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carrier Process Equipment Group, Inc.'s sponsor-wide assets grew 5.7%, from $107M to $113M.
Where does Carrier Process Equipment Group, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Carrier Process Equipment Group, Inc. 401(k) Plan and Trust ranks in the 76th 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 Carrier Process Equipment Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nasba Employee 401(k) Plan in TN ($24M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Carrier Process Equipment Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Avion Solutions, Inc. 401(k) Plan in AL (232 participants, $34M 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 812418317.

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.