Profit Sharing · DOL Form 5500 · 2024
Carpenter Co. Profit Sharing Plan
Data updated 2026-08-25
- $348M
- Total assets Above avg plan size
- 2,152
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $161,908
- Avg per participant Above avg balance/head
Official DOL plan name: Carpenter Co. Profit-Sharing Plan · Sponsored by Carpenter Co. · Virginia · Manufacturing
$348M in assets, 2,152 participants
Carpenter Co.'s Carpenter Co. Profit-Sharing Plan reported $348M in total assets and 2,152 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,722 in Manufacturing (17,777 peers)
Coverage in Virginia
Carpenter Co. Profit-Sharing Plan covers 2,152 participants in Virginia, 2.8x the typical Virginia plan (state average ~782 per filing). Assets: $348M.
- #16,722
- in Manufacturing (17,777 peers)
- +16.4%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
Carpenter Co. Profit-Sharing Plan's outsized position by total assets
Carpenter Co. Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$348,426,296 Top 4% higher than 96% 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
Carpenter Co. Profit-Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenter Co. Profit-Sharing Plan lands in the large band (2,152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carpenter Co. Profit-Sharing Plan reported net income rose from $36M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- Carpenter Co. Profit-Sharing Plan end-of-year assets rose from $299M in the plan year 2023 filing to $348M in the plan year 2024 filing.
- Carpenter Co. Profit-Sharing Plan reported participants rose from 2,085 in the plan year 2023 filing to 2,152 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 540499731 · Carpenter Co. PY 2024 · Profit Sharing
Carpenter Co. Profit-Sharing Plan · $348M · 2,152 · 96th
- BOOK $348M
- VS-ST 2,152
- BOY 96th
- SCH Profit Sharing
- EBSA near Bricklayers Local 1 of PA/De Annuity Fund
- PART ind #16722
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 Virginia →
Carpenter Co. Profit-Sharing Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $299M |
|---|---|
| Net Assets (End of Year) | $348M |
| Net Income | $49M |
| Employer EIN | 540499731 |
| Plan Effective Date | 1964-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenter Co.)
Sponsor-wide plan assets over time
All Carpenter Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $467M 32.52651481473517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,842 | $352M |
| 2023 | 2 | 4,760 | $404M |
| 2024 | 2 | 4,896 | $467M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
- Sentara 401(a) Retirement Plan $160M · 17,694
Carpenter Co. Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Bricklayers Local 1 of PA/De Annuity Fund in PA ($348M); by covered participants it is St. Lawrence Health System 403(b) Retirement Plan in NY (2,152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($348M here).
- Bricklayers Local 1 of PA/De Annuity Fund (PA) $348M · 2,379
- Indiana State Council of Plasterers & Cement Mason Pension Fund (IN) $349M · 1,910
- IBEW Local 1049 Craft Annuity Fund (NY) $349M · 3,215
- Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan (UT) $350M · 2,569
Similar participant headcount
Nearest other-state filings by covered participants (2,152 participants); asset peers above are excluded.
- St. Lawrence Health System 403(b) Retirement Plan (NY) 2,152 · 0 off
- Bac Local 3 Ny Individual Account Retirement Fund (NY) 2,162 · 10 off
- Arch. Ironworkers Local 63 DC Pension Trust (IL) 2,127 · 25 off
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan (TN) 2,124 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.