401(k) · DOL Form 5500 · 2022
Charter Management Company 401(k) Plan
Data updated 2026-08-11
- $39M
- Total assets
- 67
- Participants
- 86th
- Percentile by assets
- $582,427
- Avg per participant
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.
- 86th percentile by assets (of 139,126 plans)
- #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.
- $39M
- total plan assets (2022 EOY)
- 67
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $582,427
- avg assets per participant
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.
Where Charter Management Company, Inc. 401(k) & Ps Plan sits 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
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 vs the 2022 asset distribution
By assets, Charter Management Company, Inc. 401(k) & Ps Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$7M |
| Employer EIN | 043104313 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charter Management Company)
| 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
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Charter Management Company, Inc. 401(k) & Ps Plan by total assets, not by location.
Frequently Asked Questions
How did Charter Management Company, Inc. 401(k) & Ps Plan assets move in 2022? ▼
How have Charter Management Company plan assets changed over time? ▼
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Ways to act on Charter Management Company, Inc. 401(k) & Ps Plan's numbers.
- By total assets, Charter Management Company, Inc. 401(k) & Ps Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Charter Management Company's sponsor-wide assets have grown 36.0% since 2022 across 3 plan years on file. More Finance & Insurance plans