401k Lookup

Carpenter 401(k) and retirement plans

Carpenter Co., Richmond, VA. EIN 54-0499731. Annual reports 2009–2025. Also filed as Carpenter Co.

Carpenter Co. has one active retirement plan on file, the Carpenter Co. Employee Savings & Investment Plan, with 3,286 participants and $119 million in assets in 2024. Merrill has been its recordkeeper since 2009. No traditional pension plan appears in Carpenter's filings since 2009.

Active plans
1
Participants
3,286
Plan assets
$119 million
401(k) recordkeeper
Merrill
Plans on file
2
Industry
Manufacturing

All 2 plans

Active plans first

Carpenter Co. Employee Savings & Investment Plan

401(k)Active

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

Plan number
002Employer EIN 54-0499731
Participants (2024)
3,286
Net assets (2024)
$119 million
Recordkeeper
Merrill2009–2024
Plan administrator
Carpenter Co.
5016 Monument Ave
Richmond, VA 23230
(804) 359-0800As filed for 2024
In effect since
December 1, 1997

Plans merged into this one: Carpenter Co. Profit-Sharing Plan (2025).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,286$119 millionMerrill
20233,091$104 millionMerrill
20223,038$89.0 millionMerrill
20213,090$109 millionMerrill
20203,042$94.8 millionMerrill
20193,073$80.6 millionMerrill
20183,156$63.9 millionMerrill
20173,435$65.4 millionMerrill
20163,598$54.3 millionMerrill
20153,643$51.0 millionMerrill
20143,548$47.7 millionMerrill
20133,570$43.2 millionMerrill
20122,361$34.5 millionMerrill
20111,822$29.4 millionMerrill
20101,610$28.8 millionMerrill
20091,381$24.4 millionMerrill

Carpenter Co. Profit-Sharing Plan

Profit-sharing planMerged

Merged. In 2025 its assets moved to the Carpenter Co. Retirement Savings Plan, sponsored by Carpenter Co. (EIN 54-0499731, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 54-0499731
Participants (2024)
2,539
Net assets (2024)
$348 million
Recordkeeper
Fis Business SystemsEarlier: Sungard Employee Benefit Sustems (2015), Sungard Employee Benefit Systems (2010–2014), UBS Financial Services (2009)
Plan administrator
Carpenter Co.
Deborah L. Harding, 5016 Monument Ave
Richmond, VA 23230
(804) 359-0800As filed for 2025
In effect since
December 31, 1964

Earlier plan names: Carpenter Co. Profit Sharing Plan; Carpenter Co Profit-Sharing Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20250$0Fis Business Systems
20242,539$348 millionFis Business Systems
20232,404$299 millionFis Business Systems
20222,381$263 millionFis Business Systems
20212,451$337 millionFis Business Systems
20202,575$304 millionFis Business Systems
20192,653$272 millionFis Business Systems
20182,795$222 millionFis Business Systems
20172,886$247 millionFis Business Systems
20163,026$224 millionFis Business Systems
2015333$213 millionSungard Employee Benefit Sustems
20143,102$220 millionSungard Employee Benefit Systems
20133,126$212 millionSungard Employee Benefit Systems
20123,060$187 millionSungard Employee Benefit Systems
20113,086$180 millionSungard Employee Benefit Systems
20102,447$186 millionSungard Employee Benefit Systems
20092,917$173 millionUBS Financial Services

If you had money in one of these plans

  1. Call Merrill (benefits.ml.com), which runs the Carpenter Co. Employee Savings & Investment Plan. 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 ((804) 359-0800). That number was filed for 2024; 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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