401(k) · DOL Form 5500 · 2022

Charles Ann Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$521,334
Avg per participant High balance/head
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Official DOL plan name: Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Charles Ann Enterprises, Inc. · Tennessee · Real Estate

$2M in assets, 3 participants

Charles Ann Enterprises, Inc.'s Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,439 in Real Estate (5,057 peers)

Charles Ann Enterprises, Inc. multi-year trail

Charles Ann Enterprises, Inc.'s plans moved -22.9% in assets from 2022 to 2024; this filing shows Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan at $2M / 3 participants.

#2,439
in Real Estate (5,057 peers)
+15.4%
assets growth YoY

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,564,001 30th percentile higher than 30% 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

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 825093138 · Charles Ann Enterprises, Inc. PY 2022 · 401(k)

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan · $2M · 3 · 30th

  • EOY $2M
  • EOY 3
  • EOY 30th
  • EOY 401(k)
  • EOY near Window World of Baton Rouge 401(k) Plan
  • EOY ind #2439

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 Real Estate retirement plans → · Plans in Tennessee →

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Charles Ann Enterprises, Inc. 401(k) Profit Sharing PlanCharles Ann Enterprises, Inc…$2MWindow World of Baton Rouge 401(k) PlanWindow World of Baton Rouge …$2MGreystone Ob/Gyn, PC 401(k) PlanGreystone Ob/Gyn, PC 401(k) …$2MVisualon Inc. 401(k) Profit Sharing Plan and TrustVisualon Inc. 401(k) Profit …$2MCcsf 401(k) Plan$2M
End-of-year total assets ($M) among Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Charles Ann Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charles Ann Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.892760298746612% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.56M $1.21M ▼ -22.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 2 $1M
2024 1 2 $1M

Charles Ann Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$209K
Employer EIN825093138
Plan Effective Date2018-04-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001564001 · Participants: 3Charles Ann Enterprises, Inc. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Window World of Baton Rouge 401(k) Plan in LA ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.4% during 2022, from $1M to $2M. Reported net income was $209K.
How have Charles Ann Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Ann Enterprises, Inc.'s sponsor-wide assets declined 22.9%, from $2M to $1M.
Which 401(k) plans are similar in size to Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Window World of Baton Rouge 401(k) Plan in LA ($2M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A 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 825093138.

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.