401(k) · DOL Form 5500 · 2022

Charter Management Company 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
67
Participants Small participant base
86th
Percentile by assets National rank
$582,427
Avg per participant High balance/head
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Official DOL plan name: Charter Management Company, Inc. 401(k) & Ps Plan · Sponsored by Charter Management Company · Massachusetts · Finance & Insurance

$39M in assets, 67 participants

Charter Management Company's Charter Management Company, Inc. 401(k) & Ps Plan reported $39M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,144 in Finance & Insurance (9,261 peers)

Where Charter Management Company, Inc. 401(k) & Ps Plan sits by assets

Charter Management Company, Inc. 401(k) & Ps Plan sits in the top quartile of all filed plans by assets, $39M for 67 participants (~$582,427/participant), down 14.4% in 2022.

#7,144
in Finance & Insurance (9,261 peers)
-14.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charter Management Company, Inc. 401(k) & Ps Plan's outsized position by total assets

Charter Management Company, Inc. 401(k) & Ps Plan vs every filed plan by assets

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

$39,022,605 Top 14% higher than 86% 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

Charter Management Company, Inc. 401(k) & Ps 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. Charter Management Company, Inc. 401(k) & Ps Plan is a small filing (67 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043104313 · Charter Management Company PY 2022 · 401(k)

Charter Management Company, Inc. 401(k) & Ps Plan · $39M · 67 · 86th

  • VS-ST $39M
  • VS-ST 67
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near Fox Communities Credit Union Capital Accumulation Plan
  • VS-ST ind #7144

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Charter Management Company, Inc. 401(k) & Ps Plan in the asset neighbourhood

The Greer 401(k) Plan$39MHeritage Thermal Services, Inc. Profit Sharing & Retirement PlanHeritage Thermal Services, I…$39MCharter Management Company, Inc. 401(k) & Ps PlanCharter Management Company, …$39MFox Communities Credit Union Capital Accumulation PlanFox Communities Credit Union…$39MSierra Construction Company, Inc. Profit Sharing Retirement PlanSierra Construction Company,…$39M
End-of-year total assets ($M) among Charter Management Company, Inc. 401(k) & Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$39M
Net Income-$7M
Employer EIN043104313
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Management Company)

Sponsor-wide plan assets over time

All Charter Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$53M 36.01327999501827% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39M $53.1M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 67 $39M
2023 1 68 $47M
2024 1 66 $53M

Nearby 401(k) Plans in Massachusetts

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

Charter Management Company, Inc. 401(k) & Ps Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Charter Management Company, Inc. 401(k) & Ps Plan, Total assets ($B): 0.039022605 · Participants: 67Charter Management Company, Inc. 401(k) & Ps PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Charter Management Company, Inc. 401(k) & Ps Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Charter Management Company, Inc. 401(k) & Ps Plan side-by-side with 3 peers →

Charter Management Company, Inc. 401(k) & Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fox Communities Credit Union Capital Accumulation Plan in WI ($39M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Charter Management Company, Inc. 401(k) & Ps Plan assets move in 2022? ▼
Charter Management Company, Inc. 401(k) & Ps Plan pulled back noticeably - down 14.4% during 2022, from $46M to $39M. Reported net income was -$7M.
How have Charter Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Management Company's sponsor-wide assets grew 36.0%, from $39M to $53M.
Where does Charter Management Company, Inc. 401(k) & Ps Plan rank by assets among Form 5500 filers? ▼
Charter Management Company, Inc. 401(k) & Ps Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charter Management Company, Inc. 401(k) & Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fox Communities Credit Union Capital Accumulation Plan in WI ($39M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Charter Management Company, Inc. 401(k) & Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants, $11M 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 043104313.

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.