401(k) · DOL Form 5500 · 2022

Arizona Charter Solutions 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
281
Participants Below avg headcount
39th
Percentile by assets National rank
$9,882
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Arizona Charter Solutions 401(k) Plan · Sponsored by Arizona Charter Solutions · Arizona · Educational Services

$3M in assets, 281 participants

Arizona Charter Solutions's Arizona Charter Solutions 401(k) Plan reported $3M in total assets and 281 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,075 in Educational Services (4,024 peers)

Coverage in Arizona

Arizona Charter Solutions 401(k) Plan covers 281 participants in Arizona, about 50% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#1,075
in Educational Services (4,024 peers)
+5.1%
assets growth YoY

Arizona Charter Solutions 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Arizona Charter Solutions 401(k) Plan vs every filed plan by assets

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

$2,776,907 39th percentile higher than 39% 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

Arizona Charter Solutions 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. Arizona Charter Solutions 401(k) Plan sits mid-pack in the medium band (281 participants).

EBSA filing schedule strip

Filing strip 452665218 · Arizona Charter Solutions PY 2022 · 401(k)

Arizona Charter Solutions 401(k) Plan · $3M · 281 · 39th

  • PHOTO $3M
  • PHOTO 281
  • PHOTO 39th
  • PHOTO 401(k)
  • PHOTO near Quality Foods 401(k) Plan
  • PHOTO ind #1075

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 Educational Services retirement plans → · Plans in Arizona →

Arizona Charter Solutions 401(k) Plan in the asset neighbourhood

Arizona Charter Solutions 401(k) PlanArizona Charter Solutions 40…$3MQuality Foods 401(k) Plan$3MAce Pump Corporation Retirement PlanAce Pump Corporation Retirem…$3MIndian Summer Co-Op, Inc. 401(k) Profit Sharing Plan & TrustIndian Summer Co-Op, Inc. 40…$3MSertec Corp 401(k) Savings PlanSertec Corp 401(k) Savings P…$3M
End-of-year total assets ($M) among Arizona Charter Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$136K
Employer EIN452665218
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arizona Charter Solutions)

Sponsor-wide plan assets over time

All Arizona Charter Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$5M 63.38566613862113% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.78M $4.54M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 281 $3M
2023 1 316 $4M
2024 1 308 $5M

Nearby 401(k) Plans in Arizona

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

Arizona Charter Solutions 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Arizona Charter Solutions 401(k) Plan, Total assets ($B): 0.002776907 · Participants: 281Arizona Charter Solutions 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Arizona Charter Solutions 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Arizona Charter Solutions 401(k) Plan side-by-side with 3 peers →

Arizona Charter Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Quality Foods 401(k) Plan in GA ($3M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (281 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Arizona Charter Solutions 401(k) Plan assets move in 2022? ▼
Arizona Charter Solutions 401(k) Plan grew at a solid clip - up 5.1% during 2022, from $3M to $3M. Reported net income was $136K.
How have Arizona Charter Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arizona Charter Solutions's sponsor-wide assets grew 63.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Arizona Charter Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quality Foods 401(k) Plan in GA ($3M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Charter Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (281 participants, $38M 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 452665218.

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.