401(k) · DOL Form 5500 · 2022

Charm Sciences, Inc. 401(k) Plan

Data updated 2026-08-11

$35M
Total assets
296
Participants
85th
Percentile by assets
$117,321
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$35M
total plan assets (2022 EOY)
296
covered participants
85th
percentile by assets (of 139,126 plans)
$117,321
avg assets per participant

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.

Where Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust sits 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 $2,010,000,000 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
Massachusetts
Industry
Manufacturing

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust reports 296 participants - about 45% of that state average ($35M EOY assets).

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.)

$30M$35M$40M$45M$50M 202220232024 $34.7M $46.3M ▲ +33.4%
Total plan assets by year, all Charm Sciences, Inc. plans on file
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 ($B) Participants Charm Sciences, Inc.…, Total assets ($B): 0.0347271 · Participants: 296Charm Sciences, Inc.…Fidelity Retirement …, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Instit…Philips North Americ…, Total assets ($B): 5.180251859 · Participants: 19750Philips North Americ…Boston Scientific Co…, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Co…
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 Shari… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust by total assets, not by location.

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).

Next read for Charm Sciences, Inc. 401(k) Profit Shari…

Filing takeaways

Ways to act on Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust's numbers.

  • By total assets, Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • Charm Sciences, Inc.'s sponsor-wide assets have grown 33.4% 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 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.