401(k) · DOL Form 5500 · 2022
Charles River Ventures, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $482,534
- Avg per participant High balance/head
Official DOL plan name: Charles River Ventures, LLC 401(k) Profit Sharing Plan · Sponsored by Charles River Ventures, LLC · California · Finance & Insurance
$18M in assets, 38 participants
Charles River Ventures, LLC's Charles River Ventures, LLC 401(k) Profit Sharing Plan reported $18M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #5,744 in Finance & Insurance (9,261 peers)
Where Charles River Ventures, LLC 401(k) Profit Sharing Plan sits by assets
Charles River Ventures, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $18M for 38 participants (~$482,534/participant), down 13.1% in 2022.
- #5,744
- in Finance & Insurance (9,261 peers)
- -13.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charles River Ventures, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Charles River Ventures, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,336,278 Top 24% higher than 76% 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 River Ventures, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles River Ventures, LLC 401(k) Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 731682177 · Charles River Ventures, LLC PY 2022 · 401(k)
Charles River Ventures, LLC 401(k) Profit Sharing Plan · $18M · 38 · 76th
- BOOK $18M
- VS-ST 38
- BOY 76th
- SCH 401(k)
- EBSA near Investar Holding Corporation 401(k) Plan
- PART ind #5744
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 California →
Charles River Ventures, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 731682177 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles River Ventures, LLC)
Sponsor-wide plan assets over time
All Charles River Ventures, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 41.01425054746662% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $18M |
| 2023 | 1 | 37 | $22M |
| 2024 | 1 | 43 | $26M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Charles River Ventures, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Investar Holding Corporation 401(k) Plan in LA ($18M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Investar Holding Corporation 401(k) Plan (LA) $18M · 323
- Gregory Industries, Inc. Retirement and Savings Plan (OH) $18M · 222
- Envirotrac Ltd. 401(k) Plan (NY) $18M · 145
- Priority Technology Holdings, Inc. 401(k) Plan (GA) $18M · 475
Similar participant headcount
Nearest other-state filings by covered participants (38 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.