401(k) · DOL Form 5500 · 2022

Charlatte America 401(k) Plan

Data updated 2026-08-25

$848K
Total assets Small plan by assets
42
Participants Small participant base
23rd
Percentile by assets National rank
$20,182
Avg per participant Low balance/head
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Official DOL plan name: Charlatte America 401(k) Plan · Sponsored by Charlatte America · Virginia · Manufacturing

$848K in assets, 42 participants

Charlatte America's Charlatte America 401(k) Plan reported $848K in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,126 in Manufacturing (20,602 peers)

Charlatte America multi-year trail

Charlatte America's plans moved +119.8% in assets from 2022 to 2024; this filing shows Charlatte America 401(k) Plan at $848K / 42 participants.

#2,126
in Manufacturing (20,602 peers)
+0.1%
assets growth YoY

Charlatte America 401(k) Plan among the smaller filed plans by assets

Charlatte America 401(k) Plan vs every filed plan by assets

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

$847,651 23rd percentile higher than 23% 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

Charlatte America 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charlatte America 401(k) Plan is a small filing (42 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 541678071 · Charlatte America PY 2022 · 401(k)

Charlatte America 401(k) Plan · $848K · 42 · 23rd

  • 5500 $848K
  • ASSETS 42
  • PCT 23rd
  • EIN 401(k)
  • RANK near Kpfits, Inc. 401(k) Plan
  • PHOTO ind #2126

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 Virginia →

Charlatte America 401(k) Plan in the asset neighbourhood

Charlatte America 401(k) Plan$848KKpfits, Inc. 401(k) Plan$848KTwo Rivers Lumber 401(k)$848KBlue Ocean Tech LLC$848KUnicare Inc 401(k) Profit Sharing Plan & TrustUnicare Inc 401(k) Profit Sh…$847K
End-of-year total assets ($M) among Charlatte America 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Charlatte America multi-year asset trail

Sponsor-wide plan assets over time

All Charlatte America plans reported in each filing year

Latest sponsor-wide plan assets
$2M 119.84956072723325% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.85M $1.86M ▲ +118.8%
Year Plans Participants Total Assets
2022 1 42 $848K
2023 1 58 $1M
2024 1 74 $2M

Charlatte America filing trail (2022)

Total Assets (Beginning of Year)$847K
Net Assets (End of Year)$848K
Net Income$991
Employer EIN541678071
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Charlatte America 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Charlatte America 401(k) Plan, Total assets ($B): 0.000847651 · Participants: 42Charlatte America 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Charlatte America 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Charlatte America 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Kpfits, Inc. 401(k) Plan in IL ($848K); by covered participants it is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($848K here).

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Charlatte America 401(k) Plan assets move in 2022?
Charlatte America 401(k) Plan held essentially flat - up 0.1% during 2022, from $847K to $848K. Reported net income was $991.
How have Charlatte America plan assets changed over time?
Across 3 plan years on file (2022-2024), Charlatte America's sponsor-wide assets grew 119.8%, from $848K to $2M.
Where does Charlatte America 401(k) Plan rank by assets among Form 5500 filers?
Charlatte America 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Charlatte America 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kpfits, Inc. 401(k) Plan in IL ($848K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Charlatte America 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants, $1M in assets).