Back to filter
Original filing (PDF)20250723110009NAL0004309632002
CARPENTER PROPERTIES, INC.
Form 5500-SF
FILING_RECEIVED
CARPENTER PROPERTIES INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 PROPERTIES, INC..
Plan sponsor
Name
CARPENTER PROPERTIES, INC.
EIN
64-0821321
Address
1437 OLD SQUARE ROAD, SUITE 104 · JACKSON, MS · 39211
Phone
(601) 957-1001
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
SERVICE INSURANCE COMPANY, INC.
SERVICE INSURANCE COMPANY, INC. 401(K) PROFIT SHARING PLAN
$2.4M · 7 participants
FRIEDLINE & CARTER ADJUSTMENT, LLC
FRIEDLINE & CARTER ADJUSTMENT 401(K) PLAN
$2.4M · 16 participants
MARSH INSURANCE SERVICES, INC.
MARSH INSURANCE SERVICES INC 401(K) PROFIT SHARING
$2.4M · 6 participants
SECURITY FIRST TITLE COMPANY
SECURITY FIRST TITLE COMPANY 401(K) PLAN
$2.4M · 26 participants
ILLINOIS FAIR PLAN ASSOCIATION
IFPA RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
$2.3M · 5 participants
WESTMINSTER AMERICAN INSURANCE COMPANY
WESTMINSTER AMERICAN INSURANCE COMPANY 401(K) PLAN
$2.3M · 22 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants