401(k) · DOL Form 5500 · 2022

Chartwell Operations LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
170
Participants Small participant base
43rd
Percentile by assets National rank
$19,883
Avg per participant Low balance/head
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Official DOL plan name: Chartwell Operations LLC Multiple Employer 401(k) Plan · Sponsored by Chartwell Operations LLC · New York · Manufacturing

$3M in assets, 170 participants

Chartwell Operations LLC's Chartwell Operations LLC Multiple Employer 401(k) Plan reported $3M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,356 in Manufacturing (20,602 peers)

Coverage in New York

Chartwell Operations LLC Multiple Employer 401(k) Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $3M.

#5,356
in Manufacturing (20,602 peers)
+0.3%
assets growth YoY

Chartwell Operations LLC Multiple Employer 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Chartwell Operations LLC Multiple Employer 401(k) Plan vs every filed plan by assets

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

$3,380,035 43rd percentile higher than 43% 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

Chartwell Operations LLC Multiple Employer 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 Operations LLC Multiple Employer 401(k) Plan sits mid-pack in the medium band (170 participants).

EBSA filing schedule strip

Filing strip 465273721 · Chartwell Operations LLC PY 2022 · 401(k)

Chartwell Operations LLC Multiple Employer 401(k) Plan · $3M · 170 · 43rd

  • TYPE $3M
  • TYPE 170
  • TYPE 43rd
  • TYPE 401(k)
  • TYPE near Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust
  • TYPE ind #5356

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 →

Chartwell Operations LLC Multiple Employer 401(k) Plan in the asset neighbourhood

Chartwell Operations LLC Multiple Employer 401(k) PlanChartwell Operations LLC Mul…$3MIntegra Financial Services LLC 401(k) Profit Sharing Plan & TrustIntegra Financial Services L…$3MThe Wilf Campus for Senior Living Retirement PlanThe Wilf Campus for Senior L…$3MPrince Oil Company, Inc. 401(k) PlanPrince Oil Company, Inc. 401…$3MDin Tai Fung Retirement Plan$3M
End-of-year total assets ($M) among Chartwell Operations LLC Multiple Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$9K
Employer EIN465273721
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chartwell Operations LLC)

Sponsor-wide plan assets over time

All Chartwell Operations LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 111.8837822685268% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.38M $7.16M ▲ +111.8%
Year Plans Participants Total Assets
2022 1 170 $3M
2023 1 230 $5M
2024 1 235 $7M

Nearby 401(k) Plans in New York

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

Chartwell Operations LLC Multiple Employer 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Chartwell Operations LLC Multiple Employer 401(k) Plan, Total assets ($B): 0.003380035 · Participants: 170Chartwell Operations LLC Multiple Employer 401(k) 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
Chartwell Operations LLC Multiple Employer 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Chartwell Operations LLC Multiple Employer 401(k) Plan side-by-side with 3 peers →

Chartwell Operations LLC Multiple Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust in UT ($3M); by covered participants it is Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust in WA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Chartwell Operations LLC Multiple Employer 401(k) Plan assets move in 2022? ▼
Chartwell Operations LLC Multiple Employer 401(k) Plan held essentially flat - up 0.3% during 2022, from $3M to $3M. Reported net income was $9K.
How have Chartwell Operations LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chartwell Operations LLC's sponsor-wide assets grew 111.9%, from $3M to $7M.
Which 401(k) plans are similar in size to Chartwell Operations LLC Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust in UT ($3M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Chartwell Operations LLC Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust in WA (170 participants, $60M 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 465273721.

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.