401(k) · DOL Form 5500 · 2022

Charlesbank Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
83
Participants Small participant base
80th
Percentile by assets National rank
$283,048
Avg per participant High balance/head
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Official DOL plan name: Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan · Sponsored by Charlesbank Capital Partners, LLC · Massachusetts · Finance & Insurance

$23M in assets, 83 participants

Charlesbank Capital Partners, LLC's Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan reported $23M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,221 in Finance & Insurance (9,261 peers)

Where Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan sits by assets

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 83 participants (~$283,048/participant), down 10.4% in 2022.

#6,221
in Finance & Insurance (9,261 peers)
-10.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan's outsized position by total assets

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan vs every filed plan by assets

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

$23,492,983 Top 20% higher than 80% 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

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan is a small filing (83 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 043419769 · Charlesbank Capital Partners, LLC PY 2022 · 401(k)

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan · $23M · 83 · 80th

  • ASSETS $23M
  • ASSETS 83
  • ASSETS 80th
  • ASSETS 401(k)
  • ASSETS near Freedman Seating Company 401(k) Plan
  • ASSETS ind #6221

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan in the asset neighbourhood

Charlesbank Capital Partners, LLC Profit Sharing/401(k) PlanCharlesbank Capital Partners…$23MFreedman Seating Company 401(k) PlanFreedman Seating Company 401…$23MClearview Federal Credit Union 401(k) Plan and TrustClearview Federal Credit Uni…$23MOliver Rubber Company 401(k) Savings PlanOliver Rubber Company 401(k)…$23MHansen & Adkins Auto Transport, Inc. 401(k) Profit Sharing Plan & TrustHansen & Adkins Auto Transpo…$23M
End-of-year total assets ($M) among Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN043419769
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlesbank Capital Partners, LLC)

Sponsor-wide plan assets over time

All Charlesbank Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$78M 39.80448503503946% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.5M $77.6M ▲ +39.8%
Year Plans Participants Total Assets
2022 2 182 $55M
2023 2 260 $64M
2024 2 304 $78M

Nearby 401(k) Plans in Massachusetts

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

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan, Total assets ($B): 0.023492983 · Participants: 83Charlesbank Capital Partners, LLC Profit Sharing/401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan side-by-side with 3 peers →

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Freedman Seating Company 401(k) Plan in IL ($23M); by covered participants it is Focus Alaska 401(k) in AK (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan assets move in 2022? ▼
Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan pulled back noticeably - down 10.4% during 2022, from $26M to $23M. Reported net income was -$3M.
How have Charlesbank Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlesbank Capital Partners, LLC's sponsor-wide assets grew 39.8%, from $55M to $78M.
Where does Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freedman Seating Company 401(k) Plan in IL ($23M, 572 participants).
Which 401(k) plans cover a similar participant headcount to Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Focus Alaska 401(k) in AK (83 participants, N/A 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 043419769.

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.