401(k) · DOL Form 5500 · 2022

Charter Next Generation, Inc. 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
1,486
Participants Near avg headcount
92nd
Percentile by assets National rank
$59,902
Avg per participant Low balance/head
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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.

  • #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.

#18,113
in Manufacturing (20,602 peers)
-14.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

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's outsized position by total assets

Charter Next Generation, Inc. 401(k) Plan vs every filed plan by assets

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

$89,014,474 Top 8% higher than 92% 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

Charter Next Generation, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Next Generation, Inc. 401(k) Plan lands in the large band (1,486 participants).

EBSA filing schedule strip

Filing strip 473019794 · Charter Next Generation, Inc. PY 2022 · 401(k)

Charter Next Generation, Inc. 401(k) Plan · $89M · 1,486 · 92nd

  • 5500 $89M
  • ASSETS 1,486
  • PCT 92nd
  • EIN 401(k)
  • RANK near The Imagine Group 401(k) Savings Plan
  • PHOTO ind #18113

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 Manufacturing retirement plans → · Plans in Illinois →

Charter Next Generation, Inc. 401(k) Plan in the asset neighbourhood

Jeol USA Inc. Employees Retirement Plan and TrustJeol USA Inc. Employees Reti…$89MCharter Next Generation, Inc. 401(k) PlanCharter Next Generation, Inc…$89MThe Imagine Group 401(k) Savings PlanThe Imagine Group 401(k) Sav…$89MWhiteford, Taylor & Preston LLP Partners & Staff 401(k) Savings PlanWhiteford, Taylor & Preston …$89MOmaha Steaks 401(k) Plan$89M
End-of-year total assets ($M) among Charter Next Generation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$89M
Net Income-$15M
Employer EIN473019794
Plan Effective Date2010-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Next Generation, Inc.)

Sponsor-wide plan assets over time

All Charter Next Generation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 54.68605027088067% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $89M $138M ▲ +54.7%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Charter Next Generation, Inc. 401(k) Plan, Total assets ($B): 0.089014474 · Participants: 1486Charter Next Generation, Inc. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Charter Next Generation, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Charter Next Generation, Inc. 401(k) Plan side-by-side with 3 peers →

Charter Next Generation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Imagine Group 401(k) Savings Plan in MN ($89M); by covered participants it is Equipment Depot Defined Contribution Plan in TX (1,486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,486 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 Charter Next Generation, Inc. 401(k) Plan assets move in 2022? ▼
Charter Next Generation, Inc. 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $104M to $89M. Reported net income was -$15M.
How have Charter Next Generation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Next Generation, Inc.'s sponsor-wide assets grew 54.7%, from $89M to $138M.
Where does Charter Next Generation, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Charter Next Generation, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Charter Next Generation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Imagine Group 401(k) Savings Plan in MN ($89M, 1,212 participants).
Which 401(k) plans cover a similar participant headcount to Charter Next Generation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Equipment Depot Defined Contribution Plan in TX (1,486 participants, $114M 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 473019794.

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.