401(k) · DOL Form 5500 · 2022
Chartre Services, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $33,355
- Avg per participant Low balance/head
Official DOL plan name: Chartre Services, LLC 401(k) Plan · Sponsored by Chartre Services, LLC · Mississippi · Finance & Insurance
$4M in assets, 133 participants
Chartre Services, LLC's Chartre Services, LLC 401(k) Plan reported $4M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #3,085 in Finance & Insurance (9,261 peers)
Coverage in Mississippi
Chartre Services, LLC 401(k) Plan covers 133 participants in Mississippi, about 36% of the average Mississippi filer (state average ~366 per filing). Assets: $4M.
- #3,085
- in Finance & Insurance (9,261 peers)
- -10.1%
- assets change YoY
The plan reported a net loss of $497K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Chartre Services, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Chartre Services, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,436,279 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Chartre Services, LLC 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. Chartre Services, LLC 401(k) Plan sits mid-pack in the medium band (133 participants).
Form 5500 schedule snapshot
Filing strip 202706902 · Chartre Services, LLC PY 2022 · 401(k)
Chartre Services, LLC 401(k) Plan · $4M · 133 · 48th
- ASSETS $4M
- PCT 133
- EIN 48th
- RANK 401(k)
- PHOTO near Robinson Eye Institute, PLLC 401(k) Retirement Plan
- IND ind #3085
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 Finance & Insurance retirement plans → · Plans in Mississippi →
Chartre Services, LLC 401(k) Plan in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$497K |
| Employer EIN | 202706902 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Cadence 401(k) Profit-Sharing Plan $717M · 6,553
- Ergon 401(k) Plan $560M · 3,038
- Hancock Whitney Corporation 401(k) Savings Plan $468M · 3,323
- Southern Farm Bureau and Adopting Companies 401(k) Plan $433M · 2,626
- Trustmark 401(k) Plan $345M · 2,730
Chartre Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is Robinson Eye Institute, PLLC 401(k) Retirement Plan in OK ($4M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Ari Retirement Plan (IL) 133 · 0 off
- Voyetra Turtle Beach 401(k) Plan (NY) 133 · 0 off
- Grane Healthcare Company Collectively Bargained 401(k) Plan (PA) 133 · 0 off
- Four Seasons Orthopedic Center, PA 401(k) Plan (NH) 133 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.