401(k) · DOL Form 5500 · 2022

Chartered Market Technicians a 401(k) Plan

Data updated 2026-08-25

$288K
Total assets Small plan by assets
5
Participants Small participant base
13th
Percentile by assets National rank
$57,666
Avg per participant Low balance/head
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Official DOL plan name: Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust · Sponsored by Chartered Market Technicians a · New York · Other Services

$288K in assets, 5 participants

Chartered Market Technicians a's Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust reported $288K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,436 in Other Services (8,398 peers)

Chartered Market Technicians a multi-year trail

Chartered Market Technicians a's plans moved -16.3% in assets from 2022 to 2023; this filing shows Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust at $288K / 5 participants.

#2,436
in Other Services (8,398 peers)
-9.9%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$288,328 13th percentile higher than 13% 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

Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 132907878 · Chartered Market Technicians a PY 2022 · 401(k)

Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust · $288K · 5 · 13th

  • ASSETS $288K
  • PCT 5
  • EIN 13th
  • RANK 401(k)
  • PHOTO near Benjamin S Moss LLC 401(k) Profit Sharing Plan & Trust
  • IND ind #2436

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 Other Services retirement plans → · Plans in New York →

Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Chartered Market Technicians a 401(k) Profit Sharing Plan & TrustChartered Market Technicians…$288KBenjamin S Moss LLC 401(k) Profit Sharing Plan & TrustBenjamin S Moss LLC 401(k) P…$288KMarathon Capital Managements L 401(k) Profit Sharing Plan & TrustMarathon Capital Managements…$288KLone Peak Dental Group 401(k) PlanLone Peak Dental Group 401(k…$288KThe Sotello Company, Inc. 401(k) Profit Sharing PlanThe Sotello Company, Inc. 40…$288K
End-of-year total assets ($M) among Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Chartered Market Technicians a multi-year asset trail

Sponsor-wide plan assets over time

All Chartered Market Technicians a plans reported in each filing year

Latest sponsor-wide plan assets
$241K 16.268277794733777% vs 2022
2023 filing year
$0.22M$0.24M$0.26M$0.28M$0.3M 20222023 $0.29M $0.24M ▼ -17.2%
Year Plans Participants Total Assets
2022 1 5 $288K
2023 1 6 $241K

Chartered Market Technicians a filing trail (2022)

Total Assets (Beginning of Year)$320K
Net Assets (End of Year)$288K
Net Income-$32K
Employer EIN132907878
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000288328 · Participants: 5Chartered Market Technicians a 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Benjamin S Moss LLC 401(k) Profit Sharing Plan & Trust in FL ($288K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 9.9% during 2022, from $320K to $288K. Reported net income was -$32K.
How have Chartered Market Technicians a plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Chartered Market Technicians a's sponsor-wide assets declined 16.3%, from $288K to $241K.
Where does Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Benjamin S Moss LLC 401(k) Profit Sharing Plan & Trust in FL ($288K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Chartered Market Technicians a 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 132907878.

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.