401(k) · DOL Form 5500 · 2022
Charter School Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 1,442
- Participants Near avg headcount
- 59th
- Percentile by assets National rank
- $5,132
- Avg per participant Low balance/head
Official DOL plan name: Charter School 401(k) Retirement Plan · Sponsored by Charter School Associates, Inc. · Florida · Educational Services
$7M in assets, 1,442 participants
Charter School Associates, Inc.'s Charter School 401(k) Retirement Plan reported $7M in total assets and 1,442 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #1,695 in Educational Services (4,024 peers)
Coverage in Florida
Charter School 401(k) Retirement Plan covers 1,442 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $7M.
- #1,695
- in Educational Services (4,024 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charter School 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Charter School 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,399,770 Top 41% higher than 59% 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
Charter School 401(k) Retirement 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 School 401(k) Retirement Plan lands in the large band (1,442 participants).
DOL schedule card
Filing strip 311819379 · Charter School Associates, Inc. PY 2022 · 401(k)
Charter School 401(k) Retirement Plan · $7M · 1,442 · 59th
- EIN $7M
- RANK 1,442
- PHOTO 59th
- IND 401(k)
- EOY near Real Estate Law Group, LLP Profit Sharing 401(k) Plan
- 5500 ind #1695
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 Educational Services retirement plans → · Plans in Florida →
Charter School 401(k) Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$541K |
| Employer EIN | 311819379 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charter School Associates, Inc.)
Sponsor-wide plan assets over time
All Charter School Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 52.86329169690409% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,442 | $7M |
| 2023 | 1 | 1,482 | $9M |
| 2024 | 1 | 1,533 | $11M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Charter School 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Real Estate Law Group, LLP Profit Sharing 401(k) Plan in CA ($7M); by covered participants it is The Rawlings Group 401(k) Plan in KY (1,442 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,442 participants); asset peers above are excluded.
- The Rawlings Group 401(k) Plan (KY) 1,442 · 0 off
- Mns, Ltd. Profit-Sharing Plan (HI) 1,442 · 0 off
- Springs Window Fashions 401(k) Retirement Plan (WI) 1,442 · 0 off
- Powell Industries, Inc. Employees Incentive Savings Plan (TX) 1,441 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.