Other · DOL Form 5500 · 2022
Charles W Turman Retirement Plan
Data updated 2026-08-25
- $13K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $6,729
- Avg per participant Low balance/head
Official DOL plan name: Charles W Turman Retirement Plan · Sponsored by Charles W Turman · Virginia · Finance & Insurance
$13K in assets, 2 participants
Charles W Turman's Charles W Turman Retirement Plan reported $13K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- #94 in Finance & Insurance (9,261 peers)
Charles W Turman multi-year trail
Charles W Turman's plans moved -23.7% in assets from 2022 to 2024; this filing shows Charles W Turman Retirement Plan at $13K / 2 participants.
- #94
- in Finance & Insurance (9,261 peers)
- +3.4%
- assets growth YoY
Charles W Turman Retirement Plan among the smaller filed plans by assets
Charles W Turman Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,458 1st percentile higher than 1% 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
Charles W Turman Retirement 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 W Turman Retirement Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 540851959 · Charles W Turman PY 2022 · Other
Charles W Turman Retirement Plan · $13K · 2 · 1st
- EBSA $13K
- EBSA 2
- EBSA 1st
- EBSA Other
- EBSA near Grand Valley Rural Power Lines, Inc. Deferred Compensation
- EBSA ind #94
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 Virginia →
Charles W Turman Retirement Plan in the asset neighbourhood
Charles W Turman multi-year asset trail
Sponsor-wide plan assets over time
All Charles W Turman plans reported in each filing year
- Latest sponsor-wide plan assets
- $10K 23.69594293357111% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $13K |
| 2023 | 1 | 2 | $14K |
| 2024 | 1 | 2 | $10K |
Charles W Turman filing trail (2022)
| Total Assets (Beginning of Year) | $13K |
|---|---|
| Net Assets (End of Year) | $13K |
| Net Income | $437 |
| Employer EIN | 540851959 |
| Plan Effective Date | 1978-02-21 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
Charles W Turman Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Grand Valley Rural Power Lines, Inc. Deferred Compensation in CO ($15K); by covered participants it is Clausman & Associates Profit Sharing Plan in IN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.