401(k) · DOL Form 5500 · 2024

Carpenters Southwest Administrative Corp. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
128
Participants Small participant base
47th
Percentile by assets National rank
$50,740
Avg per participant Low balance/head
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Official DOL plan name: Carpenters Southwest Administrative Corporation Profit Sharing Plan · Sponsored by Carpenters Southwest Administrative Corp. · California · Administrative & Support Services

$6M in assets, 128 participants

Carpenters Southwest Administrative Corp.'s Carpenters Southwest Administrative Corporation Profit Sharing Plan reported $6M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,003 in Administrative & Support Services (4,368 peers)

Coverage in California

Carpenters Southwest Administrative Corporation Profit Sharing Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $6M.

#3,003
in Administrative & Support Services (4,368 peers)
+44.1%
assets growth YoY

Carpenters Southwest Administrative Corporation Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Carpenters Southwest Administrative Corporation Profit Sharing Plan vs every filed plan by assets

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

$6,494,725 47th percentile higher than 47% 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

Carpenters Southwest Administrative Corporation Profit Sharing 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. Carpenters Southwest Administrative Corporation Profit Sharing Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carpenters Southwest Administrative Corporation Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Carpenters Southwest Administrative Corporation Profit Sharing Plan reported participants rose from 95 in the plan year 2023 filing to 128 in the plan year 2024 filing.
  • Carpenters Southwest Administrative Corporation Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953687194 · Carpenters Southwest Administrative Corp. PY 2024 · 401(k)

Carpenters Southwest Administrative Corporation Profit Sharing Plan · $6M · 128 · 47th

  • ASSETS $6M
  • ASSETS 128
  • ASSETS 47th
  • ASSETS 401(k)
  • ASSETS near Hammontree & Associates Limited Savings and Security Plan
  • ASSETS ind #3003

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 Administrative & Support Services retirement plans → · Plans in California →

Carpenters Southwest Administrative Corporation Profit Sharing Plan in the asset neighbourhood

Sdi International Corp. 401(k) PlanSdi International Corp. 401(…$6MCarpenters Southwest Administrative Corporation Profit Sharing PlanCarpenters Southwest Adminis…$6MHammontree & Associates Limited Savings and Security PlanHammontree & Associates Limi…$6MContributor Development Partnership, Pbc Retirement PlanContributor Development Part…$6MMyers Park Country Club 401(k) PlanMyers Park Country Club 401(…$6M
End-of-year total assets ($M) among Carpenters Southwest Administrative Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN953687194
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenters Southwest Administrative Corp.)

Sponsor-wide plan assets over time

All Carpenters Southwest Administrative Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 130.5709562017338% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.82M $6.49M ▲ +130.1%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 95 $5M
2024 1 128 $6M

Nearby 401(k) Plans in California

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

Carpenters Southwest Administrative Corporation Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carpenters Southwest Administrative Corporation Profit Sharing Plan, Total assets ($B): 0.006494725 · Participants: 128Carpenters Southwest Administrative Corporation Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Carpenters Southwest Administrative Corporation Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carpenters Southwest Administrative Corporation Profit Sharing Plan side-by-side with 3 peers →

Carpenters Southwest Administrative Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hammontree & Associates Limited Savings and Security Plan in OH ($6M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Carpenters Southwest Administrative Corporation Profit Sharing Plan assets move in 2024? ▼
Carpenters Southwest Administrative Corporation Profit Sharing Plan surged - up 44.1% during 2024, from $5M to $6M. Reported net income was $2M.
How have Carpenters Southwest Administrative Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenters Southwest Administrative Corp.'s sponsor-wide assets grew 130.6%, from $3M to $6M.
Which 401(k) plans are similar in size to Carpenters Southwest Administrative Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hammontree & Associates Limited Savings and Security Plan in OH ($6M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Carpenters Southwest Administrative Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kingland Systems, LLC 401(k) Plan in IA (128 participants, $18M 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 953687194.

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.