Money Purchase · DOL Form 5500 · 2022

Charm-Tex, Inc Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
35th
Percentile by assets National rank
$239,365
Avg per participant Above avg balance/head
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Official DOL plan name: Charm-Tex, Inc. Money Purchase Plan · Sponsored by Charm-Tex, Inc · New York · Manufacturing

$2M in assets, 9 participants

Charm-Tex, Inc's Charm-Tex, Inc. Money Purchase Plan reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,830 in Manufacturing (20,602 peers)

Charm-Tex, Inc multi-year trail

Charm-Tex, Inc's plans moved +14.7% in assets from 2022 to 2024; this filing shows Charm-Tex, Inc. Money Purchase Plan at $2M / 9 participants.

#3,830
in Manufacturing (20,602 peers)
-4.7%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charm-Tex, Inc. Money Purchase Plan's mid-pack asset rank among Manufacturing and all filers

Charm-Tex, Inc. Money Purchase Plan vs every filed plan by assets

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

$2,154,282 35th percentile higher than 35% 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

Charm-Tex, Inc. Money Purchase Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charm-Tex, Inc. Money Purchase Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 112582405 · Charm-Tex, Inc PY 2022 · Money Purchase

Charm-Tex, Inc. Money Purchase Plan · $2M · 9 · 35th

  • IND $2M
  • IND 9
  • IND 35th
  • IND Money Purchase
  • IND near Meramec Group Inc Retirement Plan
  • IND ind #3830

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 New York →

Charm-Tex, Inc. Money Purchase Plan in the asset neighbourhood

Meramec Group Inc Retirement PlanMeramec Group Inc Retirement…$2MCharm-Tex, Inc. Money Purchase PlanCharm-Tex, Inc. Money Purcha…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2MMichigan Association of Secondary School Principals Employees Pension Trust PlanMichigan Association of Seco…$2MRetirement Plan of Cassandra M. Milbury Separate TrustRetirement Plan of Cassandra…$2M
End-of-year total assets ($M) among Charm-Tex, Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Charm-Tex, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Charm-Tex, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.6761226322342% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.92M $4.49M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 19 $4M
2023 2 19 $4M
2024 2 19 $4M

Charm-Tex, Inc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$105K
Employer EIN112582405
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Charm-Tex, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Charm-Tex, Inc. Money Purchase Plan, Total assets ($B): 0.002154282 · Participants: 9Charm-Tex, Inc. Money Purchase PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Charm-Tex, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Charm-Tex, Inc. Money Purchase Plan side-by-side with 3 peers →

Charm-Tex, Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Meramec Group Inc Retirement Plan in MO ($2M); by covered participants it is Northeast Financial Consultants Inc in CT (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Charm-Tex, Inc. Money Purchase Plan assets move in 2022? ▼
Charm-Tex, Inc. Money Purchase Plan edged down modestly - down 4.7% during 2022, from $2M to $2M. Reported net income was -$105K.
How have Charm-Tex, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charm-Tex, Inc's sponsor-wide assets grew 14.7%, from $4M to $4M.
Which Money Purchase plans are similar in size to Charm-Tex, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Meramec Group Inc Retirement Plan in MO ($2M, 158 participants).
Which Money Purchase plans cover a similar participant headcount to Charm-Tex, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northeast Financial Consultants Inc in CT (9 participants, $7M 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 112582405.

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.