401(k) · DOL Form 5500 · 2022

Charter Manufacturing Company, Inc. 401(k) Plan

Data updated 2026-08-11

$389M
Total assets
1,972
Participants
97th
Percentile by assets
$197,162
Avg per participant
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Official DOL plan name: Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan · Sponsored by Charter Manufacturing Company, Inc. · Wisconsin · Manufacturing

$389M in assets, 1,972 participants

Charter Manufacturing Company, Inc.'s Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan reported $389M in total assets and 1,972 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #19,725 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan covers 1,972 participants in Wisconsin, 3.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $389M.

$389M
total plan assets (2022 EOY)
1,972
covered participants
97th
percentile by assets (of 139,126 plans)
$197,162
avg assets per participant

The plan reported a net loss of $77M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan sits by total assets

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan vs every filed plan by assets

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

$388,802,871 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Wisconsin
Industry
Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan reports 1,972 participants - 3.5x that state average ($389M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$455M
Net Assets (End of Year)$389M
Net Income-$77M
Employer EIN391138388
Plan Effective Date1955-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Manufacturing Company, Inc.)

$350M$400M$450M$500M$550M 202220232024 $389M $503M ▲ +29.4%
Total plan assets by year, all Charter Manufacturing Company, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,972 $389M
2023 1 2,261 $455M
2024 1 2,333 $503M

Nearby 401(k) Plans in Wisconsin

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

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0246 Total assets ($B) Participants Charter Manufacturin…, Total assets ($B): 0.388802871 · Participants: 1972Charter Manufacturin…Johnson Controls Ret…, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation …Nm Employee Savings …, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings …
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Charter Manufacturing Company, Inc. Prof… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan assets move in 2022? ▼
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan pulled back noticeably - down 14.5% during 2022, from $455M to $389M. Reported net income was -$77M.
How have Charter Manufacturing Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Manufacturing Company, Inc.'s sponsor-wide assets grew 29.4%, from $389M to $503M.
Where does Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan rank by assets among Form 5500 filers? ▼
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is I-Health/Revo Health Retirement Plan in MN ($389M, 2,462 participants).

Next read for Charter Manufacturing Company, Inc. Prof…

Filing takeaways

Ways to act on Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan's numbers.

  • By total assets, Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Charter Manufacturing Company, Inc.'s sponsor-wide assets have grown 29.4% since 2022 across 3 plan years on file. More Manufacturing plans

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 391138388.

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.