401(k) · DOL Form 5500 · 2022

Take Charge America, Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
64
Participants Small participant base
52nd
Percentile by assets National rank
$83,133
Avg per participant Below avg balance/head
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Official DOL plan name: Take Charge America, Inc. 401(k) Profit Sharing Plan · Sponsored by Take Charge America, Inc · Arizona · Professional & Technical Services

$5M in assets, 64 participants

Take Charge America, Inc's Take Charge America, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,710 in Professional & Technical Services (21,562 peers)

2022 asset change

Take Charge America, Inc. 401(k) Profit Sharing Plan declined sharply 17.9% in 2022 ($6M → $5M) for 64 participants.

#10,710
in Professional & Technical Services (21,562 peers)
-17.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Take Charge America, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Take Charge America, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,320,481 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Take Charge America, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Take Charge America, Inc. 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

DOL schedule card

Filing strip 860593598 · Take Charge America, Inc PY 2022 · 401(k)

Take Charge America, Inc. 401(k) Profit Sharing Plan · $5M · 64 · 52nd

  • EIN $5M
  • EIN 64
  • EIN 52nd
  • EIN 401(k)
  • EIN near Danfoss Personal Investment Plan
  • EIN ind #10710

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Arizona →

Take Charge America, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Take Charge America, Inc. 401(k) Profit Sharing PlanTake Charge America, Inc. 40…$5MDanfoss Personal Investment PlanDanfoss Personal Investment …$5MOutsourced Associates & Staffing 401(k) PlanOutsourced Associates & Staf…$5MWagner, Falconer, and Judd Ltd Profit Sharing Plan and TrustWagner, Falconer, and Judd L…$5MBeacon Communications LLC 401(k) Profit Sharing PlanBeacon Communications LLC 40…$5M
End-of-year total assets ($M) among Take Charge America, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Take Charge America, Inc years around the 2022 move

Sponsor-wide plan assets over time

All Take Charge America, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 5.434471056282318% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.32M $5.03M ▼ -5.5%
Year Plans Participants Total Assets
2022 1 64 $5M
2023 1 63 $6M
2024 1 64 $5M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN860593598
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Take Charge America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Take Charge America, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005320481 · Participants: 64Take Charge America, Inc. 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Take Charge America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Take Charge America, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Take Charge America, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Danfoss Personal Investment Plan in IA ($5M); by covered participants it is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Take Charge America, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Take Charge America, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.9% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Take Charge America, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Take Charge America, Inc's sponsor-wide assets declined 5.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Take Charge America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Danfoss Personal Investment Plan in IA ($5M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Take Charge America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860593598.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.