Charmant USA Inc 401(k) Savings Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Charmant USA Inc. · New Jersey · Wholesale Trade
What the 2023 filing shows
Charmant USA Inc 401(k) Savings Plan holds $8M for 107 participants - about $77,952 per participant, down 36.3% over the 2022 plan year.
- $8M
- total plan assets (2022 EOY)
- 107
- covered participants
- $77,952
- avg assets per participant
- -36.3%
- assets change YoY
The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Charmant USA Inc 401(k) Savings Plan
Charmant USA Inc 401(k) Savings Plan is a 401(k) retirement plan sponsored by Charmant USA Inc., headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 107 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 472537407, and the plan has been effective since 1993-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $13M at the beginning of 2022 to $8M at year-end — a decline of 36.3%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-4,762,860 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $13M |
| Total Assets (End of Year) | $8M |
| Net Assets (End of Year) | $8M |
| Net Income | $-4,762,860 |
| Plan Type | 401(k) |
| Employer EIN | 472537407 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Merck US Savings Plan $13.4B · 26,850
- The Prudential Employee Savings Plan $10.4B · 16,321
Related Data
Guides
Frequently Asked Questions
How much money is in the Charmant USA Inc 401(k) Savings Plan? ▼
What type of plan is Charmant USA Inc 401(k) Savings Plan? ▼
Who sponsors the Charmant USA Inc 401(k) Savings Plan? ▼
How did Charmant USA Inc 401(k) Savings Plan perform in 2022? ▼
Where can I find official filings for Charmant USA Inc 401(k) Savings Plan? ▼
How does Charmant USA Inc 401(k) Savings Plan compare to other plans? ▼
Explore PlainRetire
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 472537407.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.