401(k) · DOL Form 5500 · 2022

Charter West Bank 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
143
Participants Small participant base
68th
Percentile by assets National rank
$80,078
Avg per participant Below avg balance/head
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Official DOL plan name: Charter West Bank Employees 401(k) Profit Sharing Plan and Trust · Sponsored by Charter West Bank · Nebraska · Finance & Insurance

$11M in assets, 143 participants

Charter West Bank's Charter West Bank Employees 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,742 in Finance & Insurance (9,261 peers)

Coverage in Nebraska

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust covers 143 participants in Nebraska, about 26% of the average Nebraska filer (state average ~552 per filing). Assets: $11M.

#4,742
in Finance & Insurance (9,261 peers)
-8.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,451,116 Top 32% higher than 68% 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 West Bank Employees 401(k) Profit Sharing Plan and Trust 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 West Bank Employees 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (143 participants).

EBSA filing schedule strip

Filing strip 470679592 · Charter West Bank PY 2022 · 401(k)

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust · $11M · 143 · 68th

  • NET $11M
  • NET 143
  • NET 68th
  • NET 401(k)
  • NET near Iisscc, Inc. 401(k) Retirement Plan
  • NET ind #4742

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 Finance & Insurance retirement plans → · Plans in Nebraska →

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Charter West Bank Employees 401(k) Profit Sharing Plan and TrustCharter West Bank Employees …$11MIisscc, Inc. 401(k) Retirement PlanIisscc, Inc. 401(k) Retireme…$11MIisscc, Inc. 401(k) Retirement PlanIisscc, Inc. 401(k) Retireme…$11MWoodvine Group, LLC 401(k) Retirement PlanWoodvine Group, LLC 401(k) R…$11MVersatex Building Products, LLC 401(k) PlanVersatex Building Products, …$11M
End-of-year total assets ($M) among Charter West Bank Employees 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN470679592
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter West Bank)

Sponsor-wide plan assets over time

All Charter West Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.3110882817011% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $15.7M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 143 $11M
2023 1 144 $14M
2024 1 135 $16M

Nearby 401(k) Plans in Nebraska

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

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Charter West Bank Employees 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011451116 · Participants: 143Charter West Bank Employees 401(k) Profit Sharing Plan and TrustHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Charter West Bank Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Charter West Bank Employees 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Iisscc, Inc. 401(k) Retirement Plan in FL ($11M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 West Bank Employees 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Charter West Bank Employees 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 8.8% during 2022, from $13M to $11M. Reported net income was -$1M.
How have Charter West Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter West Bank's sponsor-wide assets grew 37.3%, from $11M to $16M.
Which 401(k) plans are similar in size to Charter West Bank Employees 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Iisscc, Inc. 401(k) Retirement Plan in FL ($11M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Charter West Bank Employees 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants, N/A 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 470679592.

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.