401(k) · DOL Form 5500 · 2022

Charm-Tex, Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
32nd
Percentile by assets National rank
$176,466
Avg per participant Above avg balance/head
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Official DOL plan name: Charmtex, Inc. Retirement Plan · Sponsored by Charm-Tex, Inc · New York · Manufacturing

$2M in assets, 10 participants

Charm-Tex, Inc's Charmtex, Inc. Retirement Plan reported $2M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,321 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 Charmtex, Inc. Retirement Plan at $2M / 10 participants.

#3,321
in Manufacturing (20,602 peers)
+18.4%
assets growth YoY

Charmtex, Inc. Retirement Plan among the smaller filed plans by assets

Charmtex, Inc. Retirement Plan vs every filed plan by assets

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

$1,764,655 32nd percentile higher than 32% 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

Charmtex, Inc. Retirement 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. Charmtex, Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 112582405 · Charm-Tex, Inc PY 2022 · 401(k)

Charmtex, Inc. Retirement Plan · $2M · 10 · 32nd

  • 5500 $2M
  • ASSETS 10
  • PCT 32nd
  • EIN 401(k)
  • RANK near St. Joseph Senior Living 401(k) Retirement Plan
  • PHOTO ind #3321

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 →

Charmtex, Inc. Retirement Plan in the asset neighbourhood

Charmtex, Inc. Retirement PlanCharmtex, Inc. Retirement Pl…$2MSt. Joseph Senior Living 401(k) Retirement PlanSt. Joseph Senior Living 401…$2MPallet Express Inc 401(k) Profit Sharing PlanPallet Express Inc 401(k) Pr…$2MWholesale Electric Caribe, Inc. Retirement PlanWholesale Electric Caribe, I…$2MCcm Retirement Plan$2M
End-of-year total assets ($M) among Charmtex, Inc. Retirement Plan and nearest nationwide 401(k) 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)$1M
Net Assets (End of Year)$2M
Net Income$275K
Employer EIN112582405
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Charmtex, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Charmtex, Inc. Retirement Plan, Total assets ($B): 0.001764655 · Participants: 10Charmtex, Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Charmtex, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Charmtex, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is St. Joseph Senior Living 401(k) Retirement Plan in OH ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Charmtex, Inc. Retirement Plan assets move in 2022?
Charmtex, Inc. Retirement Plan grew sharply - up 18.4% during 2022, from $1M to $2M. Reported net income was $275K.
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 401(k) plans are similar in size to Charmtex, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is St. Joseph Senior Living 401(k) Retirement Plan in OH ($2M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Charmtex, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M in assets).