401(k) · DOL Form 5500 · 2022

Charter Health Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
929
Participants Near avg headcount
65th
Percentile by assets National rank
$10,870
Avg per participant Low balance/head
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Official DOL plan name: Charter Health Holdings, Inc. 401(k) Plan · Sponsored by Charter Health Holdings, Inc. · California · Healthcare & Social Assistance

$10M in assets, 929 participants

Charter Health Holdings, Inc.'s Charter Health Holdings, Inc. 401(k) Plan reported $10M in total assets and 929 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,131 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Charter Health Holdings, Inc. 401(k) Plan pulled back noticeably 9.4% in 2022 ($11M → $10M) for 929 participants.

#14,131
in Healthcare & Social Assistance (20,060 peers)
-9.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charter Health Holdings, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charter Health Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$10,097,780 Top 35% higher than 65% 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 Health Holdings, Inc. 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. Charter Health Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (929 participants).

Published 5500 schedule card

Filing strip 831852764 · Charter Health Holdings, Inc. PY 2022 · 401(k)

Charter Health Holdings, Inc. 401(k) Plan · $10M · 929 · 65th

  • IND $10M
  • EOY 929
  • 5500 65th
  • ASSETS 401(k)
  • PCT near Vertek Corporation 401(k) Savings Plan
  • EIN ind #14131

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Charter Health Holdings, Inc. 401(k) Plan in the asset neighbourhood

Charter Health Holdings, Inc. 401(k) PlanCharter Health Holdings, Inc…$10MVertek Corporation 401(k) Savings PlanVertek Corporation 401(k) Sa…$10MSavings Plan for Union Employees of Gorton'sSavings Plan for Union Emplo…$10MMersino Dewatering, LLC 401(k) PlanMersino Dewatering, LLC 401(…$10MEmployee Retirement Plan$10M
End-of-year total assets ($M) among Charter Health Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Charter Health Holdings, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Charter Health Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $10.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 929 $10M
2023 1 726 $10M
2024 1 6 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN831852764
Plan Effective Date2018-10-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Charter Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Charter Health Holdings, Inc. 401(k) Plan, Total assets ($B): 0.01009778 · Participants: 929Charter Health Holdings, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Charter Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Charter Health Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Charter Health Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vertek Corporation 401(k) Savings Plan in VT ($10M); by covered participants it is Novavax, Inc. 401(k) Profit Sharing Plan in MD (929 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (929 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 Health Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Charter Health Holdings, Inc. 401(k) Plan pulled back noticeably - down 9.4% during 2022, from $11M to $10M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Charter Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vertek Corporation 401(k) Savings Plan in VT ($10M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Charter Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Novavax, Inc. 401(k) Profit Sharing Plan in MD (929 participants, $66M 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 831852764.

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.