401(k) · DOL Form 5500 · 2024

Carbon, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
350
Participants Below avg headcount
82nd
Percentile by assets National rank
$121,560
Avg per participant Near avg balance/head
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Official DOL plan name: Carbon, Inc. 401(k) Plan · Sponsored by Carbon, Inc. · California · Manufacturing

$43M in assets, 350 participants

Carbon, Inc.'s Carbon, Inc. 401(k) Plan reported $43M in total assets and 350 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,336 in Manufacturing (17,777 peers)

Where Carbon, Inc. 401(k) Plan sits by assets

Carbon, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 350 participants (~$121,560/participant), up 19.7% in 2024.

#13,336
in Manufacturing (17,777 peers)
+19.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Carbon, Inc. 401(k) Plan's outsized position by total assets

Carbon, Inc. 401(k) Plan vs every filed plan by assets

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

$42,546,131 Top 18% higher than 82% 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

Carbon, Inc. 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. Carbon, Inc. 401(k) Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carbon, Inc. 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Carbon, Inc. 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Carbon, Inc. 401(k) Plan reported participants fell from 401 in the plan year 2023 filing to 350 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461897013 · Carbon, Inc. PY 2024 · 401(k)

Carbon, Inc. 401(k) Plan · $43M · 350 · 82nd

  • EIN $43M
  • EIN 350
  • EIN 82nd
  • EIN 401(k)
  • EIN near Phoenix Logistics, LLC 401(k) Plan
  • EIN ind #13336

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 →

Carbon, Inc. 401(k) Plan in the asset neighbourhood

Carbon, Inc. 401(k) Plan$43MPhoenix Logistics, LLC 401(k) PlanPhoenix Logistics, LLC 401(k…$43MCanvas Energy LLC 401(k) Profit Sharing PlanCanvas Energy LLC 401(k) Pro…$43MPremier Dental Products Company Profit Sharing and Retirement Savings PlanPremier Dental Products Comp…$43MCornerstone Medical Group 401(k) Savings PlanCornerstone Medical Group 40…$43M
End-of-year total assets ($M) among Carbon, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$7M
Employer EIN461897013
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carbon, Inc.)

Sponsor-wide plan assets over time

All Carbon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 60.3138828094279% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.5M $42.6M ▲ +60.3%
Year Plans Participants Total Assets
2022 1 422 $27M
2023 1 401 $36M
2024 1 350 $43M

Nearby 401(k) Plans in California

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

Carbon, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carbon, Inc. 401(k) Plan, Total assets ($B): 0.042546131 · Participants: 350Carbon, Inc. 401(k) 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
Carbon, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carbon, Inc. 401(k) Plan side-by-side with 3 peers →

Carbon, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Phoenix Logistics, LLC 401(k) Plan in AZ ($43M); by covered participants it is Finquery 401(k) Plan in GA (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Carbon, Inc. 401(k) Plan assets move in 2024? ▼
Carbon, Inc. 401(k) Plan grew sharply - up 19.7% during 2024, from $36M to $43M. Reported net income was $7M.
How have Carbon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carbon, Inc.'s sponsor-wide assets grew 60.3%, from $27M to $43M.
Where does Carbon, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carbon, Inc. 401(k) Plan ranks in the 82nd 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 Carbon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phoenix Logistics, LLC 401(k) Plan in AZ ($43M, 618 participants).
Which 401(k) plans cover a similar participant headcount to Carbon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Finquery 401(k) Plan in GA (350 participants, $12M 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 461897013.

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.