401(k) · DOL Form 5500 · 2024
The Carpenter Group 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $41,978
- Avg per participant Low balance/head
Official DOL plan name: The Carpenter Group 401(k) Plan · Sponsored by The Carpenter Group · California · Manufacturing
$5M in assets, 119 participants
The Carpenter Group's The Carpenter Group 401(k) Plan reported $5M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,459 in Manufacturing (17,777 peers)
Coverage in California
The Carpenter Group 401(k) Plan covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $5M.
- #4,459
- in Manufacturing (17,777 peers)
- -55.2%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Carpenter Group 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
The Carpenter Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,995,352 42nd percentile higher than 42% 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
The Carpenter Group 401(k) 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. The Carpenter Group 401(k) Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Carpenter Group 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- The Carpenter Group 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Carpenter Group 401(k) Plan reported participants rose from 96 in the plan year 2023 filing to 119 in the plan year 2024 filing.
DOL schedule card
Filing strip 941167896 · The Carpenter Group PY 2024 · 401(k)
The Carpenter Group 401(k) Plan · $5M · 119 · 42nd
- BOOK $5M
- BOOK 119
- BOOK 42nd
- BOOK 401(k)
- BOOK near John W Truban PC 401(k) Profit Sharing Plan
- BOOK ind #4459
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 →
The Carpenter Group 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$6M |
| Employer EIN | 941167896 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Carpenter Group)
Sponsor-wide plan assets over time
All The Carpenter Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 48.39357257537391% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $10M |
| 2023 | 1 | 96 | $11M |
| 2024 | 1 | 119 | $5M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
The Carpenter Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is John W Truban PC 401(k) Profit Sharing Plan in VA ($5M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Culy Contracting LLC Retirement Savings Plan (IN) 119 · 0 off
- Solo Printing 401(k) Savings Plan (FL) 119 · 0 off
- Reach Unlimited 401(k) Retirement Plan (TX) 119 · 0 off
- Good Tire Service, Inc. 401(k) and Profit Sharing Plan (PA) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.