Carpenter Technology 401(k) match, vesting and fees
What Carpenter Technology's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Schneider Downs & Co., Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 283 defined-contribution plans in manufacturing with 5,000 to 9,999 participants.
| Carpenter Technology: employer contribution per participant | $5,669 | |
| Peer median | $2,895 |
| Carpenter Technology: average balance | $176,895 | |
| Peer median | $115,263 |
| Carpenter Technology: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $778M at the end of plan year 2023 to $885M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,079 | $885M | $28.4M | $5,669 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 5,174 | $778M | $26.8M | $5,254 | 0.11% | Not published | Form 5500 ↗ |
Other Carpenter Technology plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Latrobe Company 401(k) Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Schneider Downs & Co., Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
General Retirement Plan for Employees of Carpenter Technology Corporation
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions, LLC | Schedule C ↗ |
| Independent auditor | Schneider Downs & Co., Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Latrobe Steel Company Pension Plan for Bargaining Unit Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions, LLC | Schedule C ↗ |
| Independent auditor | Schneider Downs & Co., Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Carpenter Technology match 401(k) contributions?
The match terms for the Carpenter Technology Corporation 401(k) Retirement have not been published from its filing yet. The plan year 2024 filing reports $28.4M in employer contributions, about $5,669 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carpenter Technology 401(k) match vested?
The vesting schedule for the Carpenter Technology Corporation 401(k) Retirement is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carpenter Technology 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Carpenter Technology Corporation.
I left Carpenter Technology. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carpenter Technology Corporation, (610) 208-2000) or the recordkeeper, The Vanguard Group, Inc.. The Carpenter Technology old 401(k) page lists the contacts from every plan filing. Find an old Carpenter Technology 401(k)
Data from the public Form 5500 annual reports Carpenter Technology filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Carpenter Technology. Not financial advice. Report a correction · Methodology