CARPENTER CO. PROFIT-SHARING PLAN

Plan Contact

  • Address: HERBERT A. CLAIBORNE III,,RICHMOND,VA
  • Contact person: DEBORAH HARDING
  • Phone: (804) 359-0800

Plan General Information

CARPENTER CO. PROFIT-SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CARPENTER CO. PROFIT-SHARING PLAN is $299,252,968.00.This plan was established in 1964.

CARPENTER CO. PROFIT-SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CARPENTER CO. PROFIT-SHARING PLAN is 2381

CARPENTER CO. PROFIT-SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CARPENTER CO. PROFIT-SHARING PLAN is $125,683.00

CARPENTER CO. PROFIT-SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CARPENTER CO. PROFIT-SHARING PLAN is approximately $5,015.00
Investing in this additonal $5,015.00 for 20 years would give you extra $320,975.00, assuming a 10% annual return.

CARPENTER CO. PROFIT-SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CARPENTER CO. PROFIT-SHARING PLAN is 13.59%.

CARPENTER CO. PROFIT-SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CARPENTER CO. PROFIT-SHARING PLAN is 20.19%. This measures the effectiveness of the plan participants' investments in the year.

CARPENTER CO. PROFIT-SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CARPENTER CO. PROFIT-SHARING PLAN is 0.05%.

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