401(k) · DOL Form 5500 · 2022

Charter Manufacturing Company, Inc. 401(k) Plan

Data updated 2026-08-25

$389M
Total assets Above avg plan size
1,972
Participants Near avg headcount
97th
Percentile by assets National rank
$197,162
Avg per participant Above avg balance/head
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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.

  • #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.

#19,725
in Manufacturing (20,602 peers)
-14.5%
assets change YoY
3.9×
vs typical plan assets (national mean)

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.

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan's outsized position 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 $2,050,000,000 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 Manufacturing Company, Inc. Profit Sharing & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan lands in the large band (1,972 participants).

DOL schedule card

Filing strip 391138388 · Charter Manufacturing Company, Inc. PY 2022 · 401(k)

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan · $389M · 1,972 · 97th

  • SCH $389M
  • EBSA 1,972
  • PART 97th
  • TYPE 401(k)
  • NET near I-Health/Revo Health Retirement Plan
  • BOOK ind #19725

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 Wisconsin →

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan in the asset neighbourhood

Resources Global Professionals 401(k) Savings PlanResources Global Professiona…$389MEsco Employee Savings Investment PlanEsco Employee Savings Invest…$389MCharter Manufacturing Company, Inc. Profit Sharing & Retirement PlanCharter Manufacturing Compan…$389MI-Health/Revo Health Retirement PlanI-Health/Revo Health Retirem…$389MTech Data Corporation 401(k) Savings PlanTech Data Corporation 401(k)…$389M
End-of-year total assets ($M) among Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Charter Manufacturing Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$503M 29.443071936575283% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $389M $503M ▲ +29.4%
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 ($B) Participants Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan, Total assets ($B): 0.388802871 · Participants: 1972Charter Manufacturing Company, Inc. Profit Sharing & Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan side-by-side with 3 peers →

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is I-Health/Revo Health Retirement Plan in MN ($389M); by covered participants it is Primerica Savings & Investment Plan in GA (1,972 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($389M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,972 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 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).
Which 401(k) plans cover a similar participant headcount to Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Primerica Savings & Investment Plan in GA (1,972 participants, $241M 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 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.