Profit Sharing · DOL Form 5500 · 2023

Aunt Charlottes Candies Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
17
Participants Small participant base
34th
Percentile by assets National rank
$153,708
Avg per participant Above avg balance/head
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Official DOL plan name: Aunt Charlottes Candies Inc Profit Sharing Plan · Sponsored by Aunt Charlottes Candies Inc · New Jersey · Retail Trade

$3M in assets, 17 participants

Aunt Charlottes Candies Inc's Aunt Charlottes Candies Inc Profit Sharing Plan reported $3M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,824 in Retail Trade (8,414 peers)

Aunt Charlottes Candies Inc multi-year trail

Aunt Charlottes Candies Inc's plans moved +16.9% in assets from 2023 to 2024; this filing shows Aunt Charlottes Candies Inc Profit Sharing Plan at $3M / 17 participants.

#3,824
in Retail Trade (8,414 peers)
+19.5%
assets growth YoY

Aunt Charlottes Candies Inc Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Aunt Charlottes Candies Inc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,613,032 34th percentile higher than 34% of 127,068 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 2023

Aunt Charlottes Candies Inc Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aunt Charlottes Candies Inc Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

DOL schedule card

Filing strip 223153984 · Aunt Charlottes Candies Inc PY 2023 · Profit Sharing

Aunt Charlottes Candies Inc Profit Sharing Plan · $3M · 17 · 34th

  • ASSETS $3M
  • PCT 17
  • EIN 34th
  • RANK Profit Sharing
  • PHOTO near Wardlaw Ortho. Profit Sharing Plan & Trust
  • IND ind #3824

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 Retail Trade retirement plans → · Plans in New Jersey →

Aunt Charlottes Candies Inc Profit Sharing Plan in the asset neighbourhood

C D Healthcare Profit Sharing Plan and TrustC D Healthcare Profit Sharin…$3MAunt Charlottes Candies Inc Profit Sharing PlanAunt Charlottes Candies Inc …$3MWardlaw Ortho. Profit Sharing Plan & TrustWardlaw Ortho. Profit Sharin…$3MRdt Profit Sharing Plan$3MEmployee Profit Sharing Plan and Trust AgreementEmployee Profit Sharing Plan…$3M
End-of-year total assets ($M) among Aunt Charlottes Candies Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Aunt Charlottes Candies Inc multi-year asset trail

Sponsor-wide plan assets over time

All Aunt Charlottes Candies Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.93852199284203% vs 2023
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 20232024 $2.61M $3.06M ▲ +17.2%
Year Plans Participants Total Assets
2023 1 17 $3M
2024 1 17 $3M

Aunt Charlottes Candies Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$427K
Employer EIN223153984
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Aunt Charlottes Candies Inc Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Aunt Charlottes Candies Inc Profit Sharing Plan, Total assets ($B): 0.002613032 · Participants: 17Aunt Charlottes Candies Inc Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Aunt Charlottes Candies Inc Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Aunt Charlottes Candies Inc Profit Sharing Plan side-by-side with 3 peers →

Aunt Charlottes Candies Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Wardlaw Ortho. Profit Sharing Plan & Trust in AR ($3M); by covered participants it is Rock Hill Lumber, Inc. Profit Sharing Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aunt Charlottes Candies Inc Profit Sharing Plan assets move in 2023? ▼
Aunt Charlottes Candies Inc Profit Sharing Plan grew sharply - up 19.5% during 2023, from $2M to $3M. Reported net income was $427K.
How have Aunt Charlottes Candies Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Aunt Charlottes Candies Inc's sponsor-wide assets grew 16.9%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Aunt Charlottes Candies Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wardlaw Ortho. Profit Sharing Plan & Trust in AR ($3M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Aunt Charlottes Candies Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rock Hill Lumber, Inc. Profit Sharing Plan in VA (17 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223153984.

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.