401(k) · DOL Form 5500 · 2022
Charter Foods Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 1,083
- Participants Near avg headcount
- 53rd
- Percentile by assets National rank
- $5,168
- Avg per participant Low balance/head
Official DOL plan name: Charter Foods Inc. 401(k) Plan · Sponsored by Charter Foods Inc. · Tennessee · Food Services & Accommodation
$6M in assets, 1,083 participants
Charter Foods Inc.'s Charter Foods Inc. 401(k) Plan reported $6M in total assets and 1,083 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,838 in Food Services & Accommodation (4,592 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Charter Foods Inc. 401(k) Plan ranks #3,838 of 4,592 2022 filers by assets (350% of the sector average)-$6M for 1,083 participants.
- #3,838
- in Food Services & Accommodation (4,592 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $463K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charter Foods Inc. 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Charter Foods Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,597,334 Top 47% higher than 53% 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
Charter Foods Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Foods Inc. 401(k) Plan lands in the large band (1,083 participants).
Published 5500 schedule card
Filing strip 621742741 · Charter Foods Inc. PY 2022 · 401(k)
Charter Foods Inc. 401(k) Plan · $6M · 1,083 · 53rd
- TYPE $6M
- NET 1,083
- BOOK 53rd
- VS-ST 401(k)
- BOY near Capella Space 401(k) Plan
- SCH ind #3838
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 Food Services & Accommodation retirement plans → · Plans in Tennessee →
Charter Foods Inc. 401(k) Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$463K |
| Employer EIN | 621742741 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charter Foods Inc.)
Sponsor-wide plan assets over time
All Charter Foods Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 74.38868218333943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,083 | $6M |
| 2023 | 1 | 953 | $8M |
| 2024 | 1 | 685 | $10M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Charter Foods Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Capella Space 401(k) Plan in CA ($6M); by covered participants it is Mariner Wealth Advisors, LLC 401(k) Plan in KS (1,083 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Capella Space 401(k) Plan (CA) $6M · 136
- Colin Gordon Associates 401(k) Profit Sharing Plan (CA) $6M · 11
- Ph Hyundai 401(k) Plan (CA) $6M · 244
- Tidewater Glazing, Inc. Retirement Plan (MD) $6M · 12
Similar participant headcount
Nearest other-state filings by covered participants (1,083 participants); asset peers above are excluded.
- Mariner Wealth Advisors, LLC 401(k) Plan (KS) 1,083 · 0 off
- Thornton Tomasetti, Inc. 401(k) Profit Sharing Plan (NY) 1,083 · 0 off
- Hooker Furniture Corporation Employees Savings Plan (VA) 1,083 · 0 off
- Cynet Systems Inc. 401(k) Plan (VA) 1,083 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.