401(k) · DOL Form 5500 · 2024

Carpenter Technology Corporation 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
347
Participants Below avg headcount
81st
Percentile by assets National rank
$115,194
Avg per participant Below avg balance/head
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Official DOL plan name: Latrobe Company 401(k) Retirement Plan · Sponsored by Carpenter Technology Corporation · Pennsylvania · Manufacturing

$40M in assets, 347 participants

Carpenter Technology Corporation's Latrobe Company 401(k) Retirement Plan reported $40M in total assets and 347 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,154 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Latrobe Company 401(k) Retirement Plan covers 347 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $40M.

#13,154
in Manufacturing (17,777 peers)
+8.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Latrobe Company 401(k) Retirement Plan's outsized position by total assets

Latrobe Company 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$39,972,427 Top 19% higher than 81% of 123,620 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 2024

Latrobe Company 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Latrobe Company 401(k) Retirement Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Latrobe Company 401(k) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Latrobe Company 401(k) Retirement Plan reported participants rose from 296 in the plan year 2023 filing to 347 in the plan year 2024 filing.
  • Latrobe Company 401(k) Retirement Plan end-of-year assets rose from $37M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 230458500 · Carpenter Technology Corporation PY 2024 · 401(k)

Latrobe Company 401(k) Retirement Plan · $40M · 347 · 81st

  • EOY $40M
  • EOY 347
  • EOY 81st
  • EOY 401(k)
  • EOY near Mxr Imaging, Inc. 401(k) Profit Sharing Plan
  • EOY ind #13154

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 →

Latrobe Company 401(k) Retirement Plan in the asset neighbourhood

I I F Retirement Plan$40MThe Fisher Barton Group Retirement PlanThe Fisher Barton Group Reti…$40MLatrobe Company 401(k) Retirement PlanLatrobe Company 401(k) Retir…$40MMxr Imaging, Inc. 401(k) Profit Sharing PlanMxr Imaging, Inc. 401(k) Pro…$40MFenix Parts, Inc. 401(k) Retirement Savings PlanFenix Parts, Inc. 401(k) Ret…$40M
End-of-year total assets ($M) among Latrobe Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN230458500
Plan Effective Date2006-12-17
Filing StatusFILING 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
$1.3B$1.35B$1.4B$1.45B$1.5B 202220232024 $1.35B $1.44B ▲ +6.7%
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.

Latrobe Company 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Latrobe Company 401(k) Retirement Plan, Total assets ($B): 0.039972427 · Participants: 347Latrobe Company 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Latrobe Company 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Latrobe Company 401(k) Retirement Plan side-by-side with 3 peers →

Latrobe Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mxr Imaging, Inc. 401(k) Profit Sharing Plan in CA ($40M); by covered participants it is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Latrobe Company 401(k) Retirement Plan assets move in 2024? ▼
Latrobe Company 401(k) Retirement Plan grew at a solid clip - up 8.2% during 2024, from $37M to $40M. Reported net income was $3M.
How have Carpenter Technology Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenter Technology Corporation's sponsor-wide assets grew 6.4%, from $1.3B to $1.4B.
Where does Latrobe Company 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Latrobe Company 401(k) Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Latrobe Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mxr Imaging, Inc. 401(k) Profit Sharing Plan in CA ($40M, 421 participants).
Which 401(k) plans cover a similar participant headcount to Latrobe Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230458500.

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.