Carpenter Technology Corporation 401(K) Retirement — Form 5500 plan (Carpenter Technology Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carpenter Technology Corporation 401(K) Retirement is a benefit plan reported by Carpenter Technology Corporation under EIN 23-0458500 and plan number 020. The latest loaded filing year is 2023. The filing reports 4,761 participants and $778,068,015 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carpenter Technology Corporation
EIN
23-0458500
Plan number
020
Plan type
2
Location
Reading, PA
Latest filing year
2023
Participants
4,761
End-of-year plan assets
$778,068,015

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,761H, C20241010122736NAL0034025520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$778,068,015
Total liabilities (EOY)
$0
Net assets (EOY)
$778,068,015
Net assets (BOY)
$654,383,000

Income & contributions

Employer contributions
$26,798,661
Participant contributions
$31,614,012
Total contributions
$60,584,480
Total income / additions
$184,882,481

Expenses & distributions

Benefits paid
$60,365,891
Administrative expenses
$816,938
Total expenses
$61,202,614
Net increase / (decrease)
$123,679,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$449,536not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$348,241$02023
Willis Towers Watson Us LLCNONE$45,213not reported in the loaded dataset2023

Related Form 5500 pages