401(k) · DOL Form 5500 · 2022
Charter Next Generation, Inc. 401(k) Plan
Data updated 2026-08-11
- $89M
- Total assets
- 1,486
- Participants
- 92nd
- Percentile by assets
- $59,902
- Avg per participant
Official DOL plan name: Charter Next Generation, Inc. 401(k) Plan · Sponsored by Charter Next Generation, Inc. · Illinois · Manufacturing
$89M in assets, 1,486 participants
Charter Next Generation, Inc.'s Charter Next Generation, Inc. 401(k) Plan reported $89M in total assets and 1,486 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #18,113 in Manufacturing (20,602 peers)
Where Charter Next Generation, Inc. 401(k) Plan sits by assets
Charter Next Generation, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $89M for 1,486 participants (~$59,902/participant), down 14.2% in 2022.
- $89M
- total plan assets (2022 EOY)
- 1,486
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $59,902
- avg assets per participant
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charter Next Generation, Inc. 401(k) Plan vs the 2022 asset distribution
By assets, Charter Next Generation, Inc. 401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | -$15M |
| Employer EIN | 473019794 |
| Plan Effective Date | 2010-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charter Next Generation, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,486 | $89M |
| 2023 | 1 | 2,014 | $115M |
| 2024 | 1 | 2,025 | $138M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Charter Next Generation, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Charter Next Generation, Inc. 401(k) Plan by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on Charter Next Generation, Inc. 401(k) Plan's numbers.
- By total assets, Charter Next Generation, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Charter Next Generation, Inc.'s sponsor-wide assets have grown 54.7% since 2022 across 3 plan years on file. More Manufacturing plans