ESOP · DOL Form 5500 · 2022

Charter Construction, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
211
Participants Below avg headcount
72nd
Percentile by assets National rank
$67,421
Avg per participant Below avg balance/head
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Official DOL plan name: Charter Construction, Inc. Employee Stock Ownership Plan · Sponsored by Charter Construction, Inc. · Washington · Construction

$14M in assets, 211 participants

Charter Construction, Inc.'s Charter Construction, Inc. Employee Stock Ownership Plan reported $14M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,076 in Construction (9,927 peers)

Coverage in Washington

Charter Construction, Inc. Employee Stock Ownership Plan covers 211 participants in Washington, about 14% of the average Washington filer (state average ~1,476 per filing). Assets: $14M.

#7,076
in Construction (9,927 peers)
-44.6%
assets change YoY

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charter Construction, Inc. Employee Stock Ownership Plan's outsized position by total assets

Charter Construction, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,225,731 Top 28% higher than 72% 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 Construction, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Construction, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (211 participants).

Form 5500 schedule snapshot

Filing strip 911204656 · Charter Construction, Inc. PY 2022 · ESOP

Charter Construction, Inc. Employee Stock Ownership Plan · $14M · 211 · 72nd

  • TYPE $14M
  • NET 211
  • BOOK 72nd
  • VS-ST ESOP
  • BOY near Mclaren Technical Services, Inc. Employee Stock Ownership Plan
  • SCH ind #7076

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 What is an ESOP? → · Plans in Washington →

Charter Construction, Inc. Employee Stock Ownership Plan in the asset neighbourhood

American Reading Company, Inc. Employee Stock Ownership PlanAmerican Reading Company, In…$14MCarpet and Wood Floor Liquidators Employee Stock Ownership PlanCarpet and Wood Floor Liquid…$14MCharter Construction, Inc. Employee Stock Ownership PlanCharter Construction, Inc. E…$14MMclaren Technical Services, Inc. Employee Stock Ownership PlanMclaren Technical Services, …$14MAllen Agency Employee Stock Ownership PlanAllen Agency Employee Stock …$14M
End-of-year total assets ($M) among Charter Construction, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$14M
Net Income-$11M
Employer EIN911204656
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Construction, Inc.)

Sponsor-wide plan assets over time

All Charter Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M 20222023 $26.3M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 502 $26M
2023 1 202 N/A

Nearby ESOP Plans in Washington

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

Charter Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.52 Total assets ($B) Participants Charter Construction, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014225731 · Participants: 211Charter Construction, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.763037695 · Participants: 3621Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.282617196 · Participants: 1096Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.151972472 · Participants: 322Manson Construction Co. Non-Craft Employee Stock Ownership PlanPoint B, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.142690764 · Participants: 768Point B, Inc. Employee Stock Ownership Plan and TrustThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.131317752 · Participants: 211The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Charter Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Charter Construction, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Charter Construction, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ ($14M); by covered participants it is Ctl Engineering, Inc. Employee Stock Ownership Plan in OH (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Charter Construction, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Charter Construction, Inc. Employee Stock Ownership Plan contracted severely - down 44.6% during 2022, from $26M to $14M. Reported net income was -$11M.
Which ESOP plans are similar in size to Charter Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ ($14M, 184 participants).
Which ESOP plans cover a similar participant headcount to Charter Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ctl Engineering, Inc. Employee Stock Ownership Plan in OH (211 participants, $30M 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 911204656.

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.