401(k) · DOL Form 5500 · 2024

Carbon Topco, Inc. 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size: 1,137
Participants Near avg headcount: 91st
Percentile by assets National rank: $92,520
Avg per participant Below avg balance/head

Official DOL plan name: Axillon Aerospace Group 401(k) Plan · Sponsored by Carbon Topco, Inc. · Kentucky · Manufacturing

$105M in assets, 1,137 participants

Carbon Topco, Inc.'s Axillon Aerospace Group 401(k) Plan reported $105M in total assets and 1,137 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

#15,349 in Manufacturing (17,777 peers)

Where Axillon Aerospace Group 401(k) Plan sits by assets

Axillon Aerospace Group 401(k) Plan sits in the top 10% of all filed plans by assets, $105M for 1,137 participants (~$92,520/participant).

#15,349
in Manufacturing (17,777 peers): -$3
reported net income: 1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $3 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Axillon Aerospace Group 401(k) Plan's outsized position by total assets

Axillon Aerospace Group 401(k) Plan vs every filed plan by assets

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

$105,195,511 Top 9% higher than 91% 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

Axillon Aerospace Group 401(k) 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. Axillon Aerospace Group 401(k) Plan lands in the large band (1,137 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 994576537 · Carbon Topco, Inc. PY 2024 · 401(k)

Axillon Aerospace Group 401(k) Plan · $105M · 1,137 · 91st

EOY $105M
EOY 1,137
EOY 91st
EOY 401(k)
EOY near The Psomas Retirement Savings Plan
EOY ind #15349

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 Kentucky →

End-of-year total assets ($M) among Axillon Aerospace Group 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)	N/A
Net Assets (End of Year)	$105M
Net Income	-$3
Employer EIN	994576537
Plan Effective Date	2024-12-31
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Axillon Aerospace Group 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Axillon Aerospace Group 401(k) Plan side-by-side with 3 peers →

Axillon Aerospace Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is The Psomas Retirement Savings Plan in CA ($105M); by covered participants it is Long Island Electric Utility Servco LLC Incentive Thrift Plan I in NY (1,137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

The Psomas Retirement Savings Plan (CA) $105M · 748
Northwest Surgical Specialists, P.C. 401(k) Profit Sharing Plan (WA) $105M · 403
Pyrotek, Inc. 401(k) and Profit Sharing Plan (WA) $105M · 664
Profit Sharing and 401(k) Plan of Nebco, Inc. (NE) $105M · 802

Similar participant headcount

Nearest other-state filings by covered participants (1,137 participants); asset peers above are excluded.

Long Island Electric Utility Servco LLC Incentive Thrift Plan I (NY) 1,137 · 0 off
Motional Ad Retirement Savings Program (MA) 1,137 · 0 off
Tmc 401(k) Retirement Savings Plan (FL) 1,137 · 0 off
Williston Financial Group LLC 401(k) Plan (OR) 1,138 · 1 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Axillon Aerospace Group 401(k) Plan rank by assets among Form 5500 filers? ▼

Axillon Aerospace Group 401(k) Plan ranks in the 91st 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 Axillon Aerospace Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Psomas Retirement Savings Plan in CA ($105M, 748 participants).

Which 401(k) plans cover a similar participant headcount to Axillon Aerospace Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Long Island Electric Utility Servco LLC Incentive Thrift Plan I in NY (1,137 participants, $355M 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 994576537.