401(k) · DOL Form 5500 · 2022

Charter Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1,716
Participants Near avg headcount
37th
Percentile by assets National rank
$1,409
Avg per participant Low balance/head
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Official DOL plan name: Charter Senior Living 401(k) Plan · Sponsored by Charter Senior Living, LLC · Illinois · Healthcare & Social Assistance

$2M in assets, 1,716 participants

Charter Senior Living, LLC's Charter Senior Living 401(k) Plan reported $2M in total assets and 1,716 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,820 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Charter Senior Living 401(k) Plan covers 1,716 participants in Illinois, 2.2x the typical Illinois plan (state average ~779 per filing). Assets: $2M.

#7,820
in Healthcare & Social Assistance (20,060 peers)
+55.7%
assets growth YoY

Charter Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charter Senior Living 401(k) Plan vs every filed plan by assets

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

$2,417,124 37th percentile higher than 37% 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

Charter Senior Living 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 Senior Living 401(k) Plan lands in the large band (1,716 participants).

DOL schedule card

Filing strip 811955685 · Charter Senior Living, LLC PY 2022 · 401(k)

Charter Senior Living 401(k) Plan · $2M · 1,716 · 37th

  • EOY $2M
  • EOY 1,716
  • EOY 37th
  • EOY 401(k)
  • EOY near Care IV, Inc. 401(k) Profit Sharing Plan
  • EOY ind #7820

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Charter Senior Living 401(k) Plan in the asset neighbourhood

Charter Senior Living 401(k) PlanCharter Senior Living 401(k)…$2MCare IV, Inc. 401(k) Profit Sharing PlanCare IV, Inc. 401(k) Profit …$2MSanta Clara Development Corporation 401(k) PlanSanta Clara Development Corp…$2MLake Union Sea Ray 401(k) Profit Sharing PlanLake Union Sea Ray 401(k) Pr…$2MCourtesy Electric Co 401(k) PlanCourtesy Electric Co 401(k) …$2M
End-of-year total assets ($M) among Charter Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$864K
Employer EIN811955685
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Senior Living, LLC)

Sponsor-wide plan assets over time

All Charter Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 136.24410663251035% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.42M $5.71M ▲ +136.0%
Year Plans Participants Total Assets
2022 1 1,716 $2M
2023 1 2,052 $4M
2024 1 3,243 $6M

Nearby 401(k) Plans in Illinois

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

Charter Senior Living 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Charter Senior Living 401(k) Plan, Total assets ($B): 0.002417124 · Participants: 1716Charter Senior Living 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Charter Senior Living 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Charter Senior Living 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Care IV, Inc. 401(k) Profit Sharing Plan in AR ($2M); by covered participants it is Phoenix Senior Living 401(k) Plan in GA (1,716 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,716 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 Charter Senior Living 401(k) Plan assets move in 2022? ▼
Charter Senior Living 401(k) Plan surged - up 55.7% during 2022, from $2M to $2M. Reported net income was $864K.
How have Charter Senior Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Senior Living, LLC's sponsor-wide assets grew 136.2%, from $2M to $6M.
Which 401(k) plans are similar in size to Charter Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Care IV, Inc. 401(k) Profit Sharing Plan in AR ($2M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Charter Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix Senior Living 401(k) Plan in GA (1,716 participants, $3M 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 811955685.

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.