Back to filter
Original filing (PDF)20251010141321NAL0007842369001
CARPENTER TECNOLOGY CORPORATION
Form 5500
FILING_RECEIVED
CARPENTER TECHNOLOGY CORPORATION SEVERANCE PLAN FOR EMPLOYEES
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
1,292
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARPENTER TECNOLOGY CORPORATION.
Plan sponsor
Name
CARPENTER TECNOLOGY CORPORATION
EIN
23-0458500
Address
PO BOX 14662 · READING, PA · 196124662
Phone
(610) 208-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
523
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4I · Severance Pay
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Manufacturing plans
ULTERRA DRILLING TECHNOLOGIES, L.P.
ULTERRA 401(K) SAVINGS PLAN
$0
SWVA, INC.
SWVA, INC. MANAGEMENT RETIREMENT PLAN
$0
KEMLEE MANUFACTURING INC
KEMLEE MANUFACTURING INC - BLUE CROSS BLUE SHIELD OF KANSAS
$0 · 26 participants
SOUTH GEORGIA MACHINE & FABRICATION
SOUTH GEORGIA MACHINE & FABRICATION MEDOVA LIFESTYLE HEALTH PLAN
$0
UNION IRON, INC.
UNION IRON, INC. 401(K) RETIREMENT PLAN
$0
NORTHSTAR ENVIRONMENTAL, LTD.
NORTHSTAR ENVIRONMENTAL, LTD. 401K PROFIT SHARING PLAN
$0
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B