401(k) · DOL Form 5500 · 2024

Carpenter Co. 401(k) Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
2,744
Participants Above avg headcount
92nd
Percentile by assets National rank
$43,265
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carpenter Co. Employee Savings & Investment Plan · Sponsored by Carpenter Co. · Virginia · Manufacturing

$119M in assets, 2,744 participants

Carpenter Co.'s Carpenter Co. Employee Savings & Investment Plan reported $119M in total assets and 2,744 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,552 in Manufacturing (17,777 peers)

Coverage in Virginia

Carpenter Co. Employee Savings & Investment Plan covers 2,744 participants in Virginia, 3.5x the typical Virginia plan (state average ~782 per filing). Assets: $119M.

#15,552
in Manufacturing (17,777 peers)
+13.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Carpenter Co. Employee Savings & Investment Plan's outsized position by total assets

Carpenter Co. Employee Savings & Investment Plan vs every filed plan by assets

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

$118,718,563 Top 8% higher than 92% 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

Carpenter Co. Employee Savings & Investment 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. Employee Savings & Investment Plan lands in the large band (2,744 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carpenter Co. Employee Savings & Investment Plan end-of-year assets rose from $104M in the plan year 2023 filing to $119M in the plan year 2024 filing.
  • Carpenter Co. Employee Savings & Investment Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Carpenter Co. Employee Savings & Investment Plan reported participants rose from 2,675 in the plan year 2023 filing to 2,744 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 540499731 · Carpenter Co. PY 2024 · 401(k)

Carpenter Co. Employee Savings & Investment Plan · $119M · 2,744 · 92nd

  • EOY $119M
  • EOY 2,744
  • EOY 92nd
  • EOY 401(k)
  • EOY near Jaguar Land Rover 401(k) Retirement Savings Plan
  • EOY ind #15552

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. Employee Savings & Investment Plan in the asset neighbourhood

Carpenter Co. Employee Savings & Investment PlanCarpenter Co. Employee Savin…$119MJaguar Land Rover 401(k) Retirement Savings PlanJaguar Land Rover 401(k) Ret…$119MReminger Co., L.P.a. Profit Sharing Plan and TrustReminger Co., L.P.a. Profit …$119MVyaire Medical 401(k) Plan$119MTivity Health, Inc. Retirement Savings PlanTivity Health, Inc. Retireme…$119M
End-of-year total assets ($M) among Carpenter Co. Employee Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$119M
Net Income$14M
Employer EIN540499731
Plan Effective Date1997-12-01
Filing StatusFILING 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
$300M$350M$400M$450M$500M 202220232024 $352M $467M ▲ +32.5%
Year Plans Participants Total Assets
2022 2 4,842 $352M
2023 2 4,760 $404M
2024 2 4,896 $467M

Nearby 401(k) Plans in Virginia

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

Carpenter Co. Employee Savings & Investment Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carpenter Co. Employee Savings & Investment Plan, Total assets ($B): 0.118718563 · Participants: 2744Carpenter Co. Employee Savings & Investment PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Carpenter Co. Employee Savings & Investment Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Carpenter Co. Employee Savings & Investment Plan side-by-side with 3 peers →

Carpenter Co. Employee Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Jaguar Land Rover 401(k) Retirement Savings Plan in NJ ($119M); by covered participants it is Dst Systems, Inc. 401(k) Profit Sharing Plan in CT (2,743 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($119M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,744 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 Carpenter Co. Employee Savings & Investment Plan assets move in 2024? ▼
Carpenter Co. Employee Savings & Investment Plan grew at a solid clip - up 13.8% during 2024, from $104M to $119M. Reported net income was $14M.
How have Carpenter Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenter Co.'s sponsor-wide assets grew 32.5%, from $352M to $467M.
Where does Carpenter Co. Employee Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Carpenter Co. Employee Savings & Investment Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carpenter Co. Employee Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jaguar Land Rover 401(k) Retirement Savings Plan in NJ ($119M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Carpenter Co. Employee Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dst Systems, Inc. 401(k) Profit Sharing Plan in CT (2,743 participants, $1.1B 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 540499731.

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.