401(k) · DOL Form 5500 · 2022

Charter Global, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
70
Participants Small participant base
44th
Percentile by assets National rank
$51,204
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Charter 401(k) Plan · Sponsored by Charter Global, Inc. · Georgia · Professional & Technical Services

$4M in assets, 70 participants

Charter Global, Inc.'s Charter 401(k) Plan reported $4M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,899 in Professional & Technical Services (21,562 peers)

2022 asset change

Charter 401(k) Plan declined sharply 19.8% in 2022 ($4M → $4M) for 70 participants.

#8,899
in Professional & Technical Services (21,562 peers)
-19.8%
assets change YoY

The plan reported a net loss of $884K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charter 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Charter 401(k) Plan vs every filed plan by assets

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

$3,584,260 44th percentile higher than 44% 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 401(k) 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. Charter 401(k) Plan is a small filing (70 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 582117761 · Charter Global, Inc. PY 2022 · 401(k)

Charter 401(k) Plan · $4M · 70 · 44th

  • IND $4M
  • EOY 70
  • 5500 44th
  • ASSETS 401(k)
  • PCT near Nationhearing LLC 401(k) Profit Sharing Plan Trust
  • EIN ind #8899

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Charter 401(k) Plan in the asset neighbourhood

Charter 401(k) Plan$4MNationhearing LLC 401(k) Profit Sharing Plan TrustNationhearing LLC 401(k) Pro…$4MCedar Eye Center Medical Group 401(k) Profit Sharing PlanCedar Eye Center Medical Gro…$4MNorth American Plants, Inc. 401(k) PlanNorth American Plants, Inc. …$4MUnivision of Puerto Rico Savings Tax Advantage Retirement PlanUnivision of Puerto Rico Sav…$4M
End-of-year total assets ($M) among Charter 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$884K
Employer EIN582117761
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Charter 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Charter 401(k) Plan, Total assets ($B): 0.00358426 · Participants: 70Charter 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Charter 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Charter 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Nationhearing LLC 401(k) Profit Sharing Plan Trust in FL ($4M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.

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 401(k) Plan assets move in 2022?
Charter 401(k) Plan declined sharply - down 19.8% during 2022, from $4M to $4M. Reported net income was -$884K.
Which 401(k) plans are similar in size to Charter 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Nationhearing LLC 401(k) Profit Sharing Plan Trust in FL ($4M, 657 participants).
Which 401(k) plans cover a similar participant headcount to Charter 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants, $89K in assets).