Profit Sharing · DOL Form 5500 · 2022

Charter Oak Health Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
175
Participants Small participant base
47th
Percentile by assets National rank
$24,139
Avg per participant Low balance/head
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Official DOL plan name: Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan · Sponsored by Charter Oak Health Center, Inc. · Connecticut · Healthcare & Social Assistance

$4M in assets, 175 participants

Charter Oak Health Center, Inc.'s Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan reported $4M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #10,480 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan covers 175 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $4M.

#10,480
in Healthcare & Social Assistance (20,060 peers)
-12.5%
assets change YoY

The plan reported a net loss of $604K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan vs every filed plan by assets

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

$4,224,396 47th percentile higher than 47% 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 Oak Health Center, Inc. 403(b) Profit Sharing 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. Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan sits mid-pack in the medium band (175 participants).

Form 5500 schedule snapshot

Filing strip 060986747 · Charter Oak Health Center, Inc. PY 2022 · Profit Sharing

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan · $4M · 175 · 47th

  • PCT $4M
  • PCT 175
  • PCT 47th
  • PCT Profit Sharing
  • PCT near Saved by Grace, Inc. Profit Sharing Plan & Trust
  • PCT ind #10480

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 Connecticut →

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan in the asset neighbourhood

Charles & Marcia Anderson Profit Sharing Plan & TrCharles & Marcia Anderson Pr…$4MIntegrated Circuit Support, Inc. Profit Sharing Plan and TrustIntegrated Circuit Support, …$4MThe First National Bank of Monterey Employees' Profit Sharing PlanThe First National Bank of M…$4MCharter Oak Health Center, Inc. 403(b) Profit Sharing PlanCharter Oak Health Center, I…$4MSaved by Grace, Inc. Profit Sharing Plan & TrustSaved by Grace, Inc. Profit …$4M
End-of-year total assets ($M) among Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$604K
Employer EIN060986747
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Oak Health Center, Inc.)

Sponsor-wide plan assets over time

All Charter Oak Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.376261127034496% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.22M $6.1M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 175 $4M
2023 1 182 $5M
2024 1 181 $6M

Nearby Profit Sharing Plans in Connecticut

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

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan, Total assets ($B): 0.004224396 · Participants: 175Charter Oak Health Center, Inc. 403(b) Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.23187796 · Participants: 10777North Atlantic States Carpenters Annuity PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.396481458 · Participants: 930The Lee Company Profit Sharing PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.377103214 · Participants: 2969Connecticut Children's Retirement Savings PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.215365797 · Participants: 3141Connecticut Laborers' Annuity PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.212382275 · Participants: 2456Connecticut Pipetrades Local No. 777 Annuity Plan
Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan side-by-side with 3 peers →

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Saved by Grace, Inc. Profit Sharing Plan & Trust in PA ($4M); by covered participants it is Graham C-Stores Co. Profit Sharing Plan in IL (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Oak Health Center, Inc. 403(b) Profit Sharing Plan assets move in 2022? ▼
Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan pulled back noticeably - down 12.5% during 2022, from $5M to $4M. Reported net income was -$604K.
How have Charter Oak Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Oak Health Center, Inc.'s sponsor-wide assets grew 44.4%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Saved by Grace, Inc. Profit Sharing Plan & Trust in PA ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Graham C-Stores Co. Profit Sharing Plan in IL (175 participants, $13M 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 060986747.

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.