401(k) · DOL Form 5500 · 2022

Charm Sciences, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
296
Participants Below avg headcount
85th
Percentile by assets National rank
$117,321
Avg per participant Below avg balance/head
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Official DOL plan name: Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Charm Sciences, Inc. · Massachusetts · Manufacturing

$35M in assets, 296 participants

Charm Sciences, Inc.'s Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust reported $35M in total assets and 296 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #16,028 in Manufacturing (20,602 peers)

Coverage in Massachusetts

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust covers 296 participants in Massachusetts, about 45% of the average Massachusetts filer (state average ~659 per filing). Assets: $35M.

#16,028
in Manufacturing (20,602 peers)
-9.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$34,727,100 Top 15% higher than 85% 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

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust 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. Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (296 participants).

Form 5500 schedule snapshot

Filing strip 042635968 · Charm Sciences, Inc. PY 2022 · 401(k)

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust · $35M · 296 · 85th

  • PCT $35M
  • EIN 296
  • RANK 85th
  • PHOTO 401(k)
  • IND near Joby Aero, Inc. 401(k) Plan
  • EOY ind #16028

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 Massachusetts →

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fresh Direct 401(k) Plan$35MCharm Sciences, Inc. 401(k) Profit Sharing Plan & TrustCharm Sciences, Inc. 401(k) …$35MJoby Aero, Inc. 401(k) Plan$35MThe Vermont Country Store, Inc. Profit Sharing PlanThe Vermont Country Store, I…$35MTri-State Orthopaedic Surgeons, Inc. 401(k) PlanTri-State Orthopaedic Surgeo…$35M
End-of-year total assets ($M) among Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$35M
Net Income-$4M
Employer EIN042635968
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charm Sciences, Inc.)

Sponsor-wide plan assets over time

All Charm Sciences, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 33.38736030362455% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.7M $46.3M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 296 $35M
2023 1 357 $41M
2024 1 354 $46M

Nearby 401(k) Plans in Massachusetts

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

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.0347271 · Participants: 296Charm Sciences, Inc. 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Joby Aero, Inc. 401(k) Plan in CA ($35M); by covered participants it is Aarsand Management, LLC 401(k) Plan in MD (296 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 9.7% during 2022, from $38M to $35M. Reported net income was -$4M.
How have Charm Sciences, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charm Sciences, Inc.'s sponsor-wide assets grew 33.4%, from $35M to $46M.
Where does Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Joby Aero, Inc. 401(k) Plan in CA ($35M, 863 participants).
Which 401(k) plans cover a similar participant headcount to Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aarsand Management, LLC 401(k) Plan in MD (296 participants, N/A 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 042635968.

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.