Carpenter Technology 401(k) and pension plans

Carpenter Technology Corporation, Reading, PA. EIN 23-0458500. Annual reports 2009–2025. Also filed as Latrobe Steel Company.

Carpenter Technology Corporation has 4 active retirement plans on file. The largest is the Carpenter Technology Corporation 401(k) Retirement, with 4,990 participants and $1.0 billion in assets in 2025. Vanguard has been its recordkeeper since 2009.

Active plans
4
Participants
9,674
Plan assets
$1.6 billion
401(k) recordkeeper
Vanguard
Plans on file
6
Industry
Manufacturing

All 6 plans

Active plans first

Carpenter Technology Corporation 401(k) Retirement

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
020Employer EIN 23-0458500
Participants (2025)
4,990
Net assets (2025)
$1.0 billion
Recordkeeper
Vanguard2009–2025
Plan administrator
Carpenter Technology Corporation
P.O. Box 14662
Reading, PA 19612
(610) 208-2000As filed for 2025
In effect since
July 1, 1983

Plans merged into this one: Amega West 401(k) Retirement Plan (2021); Savings Plan of Carpenter Technology Corporation Effective January 1, 2012 (2016).

Earlier plan names: Savings Plan of Carpenter Technology Corporation; Carpenter Technology 401(k) Retirement Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20254,990$1.0 billionVanguard
20245,079$885 millionVanguard
20235,174$778 millionVanguard
20224,761$654 millionVanguard
20214,554$778 millionVanguard
20204,617$718 millionVanguard
20194,894$688 millionVanguard
20184,656$565 millionVanguard
20174,519$606 millionVanguard
20164,036$530 millionVanguard
20152,791$473 millionVanguard
20143,167$526 millionVanguard
20133,199$537 millionVanguard
20123,401$485 millionVanguard
20113,542$456 millionVanguard
20103,411$448 millionVanguard
20093,390$403 millionVanguard

Latrobe Company 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
019Employer EIN 23-0458500
Participants (2025)
436
Net assets (2025)
$43.4 million
Recordkeeper
Vanguard2009–2025
Plan administrator
Carpenter Technology Corporation
P.O. Box 14662
Reading, PA 19612
(610) 208-2000As filed for 2025
In effect since
December 17, 2006

Earlier sponsor: Latrobe Steel Company (2009–2012).

Earlier plan names: Latrobe Steel Company Voluntary Investment Program.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
2025436$43.4 millionVanguard
2024447$40.0 millionVanguard
2023432$37.0 millionVanguard
2022376$31.0 millionVanguard
2021359$36.5 millionVanguard
2020385$33.1 millionVanguard
2019397$29.0 millionVanguard
2018348$23.0 millionVanguard
2017288$24.2 millionVanguard
2016266$19.9 millionVanguard
2015266$17.7 millionVanguard
2014445$17.7 millionVanguard
2013249$16.2 millionVanguard
2012431$12.8 millionVanguard
2011420$10.6 millionVanguard
2010345$9.8 millionVanguard
2009235$8.0 millionVanguard

General Retirement Plan for Employees of Carpenter Technology Corporation

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
010Employer EIN 23-0458500
Participants (2024)
3,513
Net assets (2024)
$431 million
Administered by
AlightEarlier: Vanguard (2013–2015), BNY Mellon (2012)
Plan administrator
Carpenter Technology Corporation
101 W. Bern Street
Reading, PA 19601
(610) 208-2000As filed for 2024
In effect since
January 1, 1950
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,513$431 millionAlight
20234,320$558 millionnot listed
20224,421$591 millionnot listed
20214,513$880 millionnot listed
20204,655$886 millionnot listed
20195,973$880 millionnot listed
20186,132$786 millionnot listed
20176,280$922 millionnot listed
20166,453$863 millionAlight
20156,625$805 millionVanguard
20146,834$909 millionVanguard
20137,004$896 millionVanguard
20127,186$835 millionBNY Mellon
20117,368$695 millionnot listed
20107,170$709 millionnot listed
20097,067$667 millionnot listed

Latrobe Steel Company Pension Plan for Bargaining Unit Employees

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 23-0458500
Participants (2024)
735
Net assets (2024)
$79.2 million
Administered by
AlightEarlier: Aon (2016), Vanguard (2013–2015)
Plan administrator
Carpenter Technology Corporation
101 W. Bern Street
Reading, PA 19601
(610) 208-2000As filed for 2024
In effect since
March 1, 1950

Earlier sponsor: Latrobe Steel Company (2009–2012).

Earlier plan names: Latrobe Steel Company Pension Plan for Hourly Paid Employees.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024735$79.2 millionAlight
2023779$81.5 millionnot listed
2022791$73.0 millionnot listed
2021806$111 millionnot listed
2020808$107 millionnot listed
20191,176$110 millionnot listed
20181,211$91.8 millionnot listed
20171,204$103 millionnot listed
20161,235$95.1 millionAon
20151,247$94.5 millionVanguard
20141,244$106 millionVanguard
20131,274$99.1 millionVanguard
20121,290$91.8 millionnot listed
20111,240$86.2 millionnot listed
20101,265$72.4 millionnot listed
20091,278$66.7 millionnot listed

Amega West 401(k) Retirement Plan

401(k)Merged

Merged. In 2021 its assets moved to the Carpenter Technology Corporation 401(k) Retirement Plan, sponsored by Carpenter Technology Corporation (EIN 23-0458500, plan 020). Accounts moved with them, so that plan is the one to contact.

Plan number
025Employer EIN 23-0458500
Participants (2020)
116
Net assets (2020)
$4.6 million
Recordkeeper
Vanguard2011–2021
Plan administrator
Carpenter Technology Corporation
P.O. Box 14662
Reading, PA 19612
(610) 208-2000As filed for 2021
In effect since
April 1, 2011

Earlier plan names: Savings Plan of Amega West Services, LLC.

Year by year, 2011 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0Vanguard
2020116$4.6 millionVanguard
2019210$6.5 millionVanguard
2018209$4.9 millionVanguard
2017209$4.5 millionVanguard
2016173$3.5 millionVanguard
2015263$3.0 millionVanguard
2014255$2.9 millionVanguard
2013202$1.9 millionVanguard
2012250$1.1 millionVanguard
2011188$455,648Vanguard

Savings Plan of Carpenter Technology Corporation Effective January 1, 2012

401(k)Merged

Merged. In 2016 its assets moved to the Savings Plan of Carpenter Technology Corporation, sponsored by Carpenter Technology Corporation (EIN 23-0458500, plan 020). Accounts moved with them, so that plan is the one to contact.

Plan number
027Employer EIN 23-0458500
Participants (2015)
1,550
Net assets (2015)
$65.1 million
Recordkeeper
Vanguard2012–2016
Plan administrator
Carpenter Technology Corporation
P.O. Box 14662
Reading, PA 19612
(610) 208-2000As filed for 2016
In effect since
January 1, 2012
Year by year, 2012 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0Vanguard
20151,550$65.1 millionVanguard
20141,409$57.3 millionVanguard
20131,055$46.4 millionVanguard
2012863$34.4 millionVanguard

If you had money in one of these plans

  1. Call Vanguard (investor.vanguard.com), which runs the Carpenter Technology Corporation 401(k) Retirement. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((610) 208-2000). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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