401(k) · DOL Form 5500 · 2024
Carpenter Industries Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 142
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $71,938
- Avg per participant Below avg balance/head
Official DOL plan name: Carpenter Industries Inc. 401(k) Plan · Sponsored by Carpenter Industries Inc. · North Carolina · Manufacturing
$10M in assets, 142 participants
Carpenter Industries Inc.'s Carpenter Industries Inc. 401(k) Plan reported $10M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #7,480 in Manufacturing (17,777 peers)
Coverage in North Carolina
Carpenter Industries Inc. 401(k) Plan covers 142 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.
- #7,480
- in Manufacturing (17,777 peers)
- +16.4%
- assets growth YoY
Carpenter Industries Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Carpenter Industries Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,215,215 Top 44% higher than 56% 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 Industries 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. Carpenter Industries Inc. 401(k) Plan sits mid-pack in the medium band (142 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carpenter Industries Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Carpenter Industries Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Carpenter Industries Inc. 401(k) Plan reported participants fell from 144 in the plan year 2023 filing to 142 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 020736840 · Carpenter Industries Inc. PY 2024 · 401(k)
Carpenter Industries Inc. 401(k) Plan · $10M · 142 · 56th
- VS-ST $10M
- VS-ST 142
- VS-ST 56th
- VS-ST 401(k)
- VS-ST near 403(b) Thrift Plan for Employees of Goodwill Industries of Southern New England, Inc.
- VS-ST ind #7480
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 North Carolina →
Carpenter Industries Inc. 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 020736840 |
| Plan Effective Date | 1993-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenter Industries Inc.)
Sponsor-wide plan assets over time
All Carpenter Industries Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 32.10491923017883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $8M |
| 2023 | 1 | 144 | $9M |
| 2024 | 1 | 142 | $10M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Carpenter Industries Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Goodwill Industries of Southern New England, Inc. in CT ($10M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
- Slickdeals, LLC 401(k) Profit Sharing Plan (NV) 142 · 0 off
- Km Printing LLC 401(k) Plan (MD) 142 · 0 off
- A & K Earth Movers, Inc. Retirement Plan (NV) 142 · 0 off
- Quick Crete Products Corp. 401(k) Plan (CA) 142 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.