401(k) · DOL Form 5500 · 2022
Chartwell Management, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $26,261
- Avg per participant Low balance/head
Official DOL plan name: Chartwell Management, LLC 401(k) Plan · Sponsored by Chartwell Management, LLC · Massachusetts · Real Estate
$3M in assets, 105 participants
Chartwell Management, LLC's Chartwell Management, LLC 401(k) Plan reported $3M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #2,915 in Real Estate (5,057 peers)
Coverage in Massachusetts
Chartwell Management, LLC 401(k) Plan covers 105 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.
- #2,915
- in Real Estate (5,057 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $205K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Chartwell Management, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Chartwell Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,757,391 39th percentile higher than 39% 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
Chartwell Management, LLC 401(k) 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. Chartwell Management, LLC 401(k) Plan sits mid-pack in the medium band (105 participants).
EBSA filing schedule strip
Filing strip 043510223 · Chartwell Management, LLC PY 2022 · 401(k)
Chartwell Management, LLC 401(k) Plan · $3M · 105 · 39th
- BOY $3M
- SCH 105
- EBSA 39th
- PART 401(k)
- TYPE near Smothers & White, Inc. 401(k) Profit Sharing Plan
- NET ind #2915
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 Real Estate retirement plans → · Plans in Massachusetts →
Chartwell Management, LLC 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$205K |
| Employer EIN | 043510223 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Chartwell Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Smothers & White, Inc. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.