Money Purchase · DOL Form 5500 · 2022
Charlesbank Capital Partners, LLC Money Purchase Plan
Data updated 2026-08-11
- $32M
- Total assets
- 99
- Participants
- 84th
- Percentile by assets
- $323,194
- Avg per participant
Official DOL plan name: Charlesbank Capital Partners, LLC Money Purchase Pension Plan · Sponsored by Charlesbank Capital Partners, LLC · Massachusetts · Finance & Insurance
$32M in assets, 99 participants
Charlesbank Capital Partners, LLC's Charlesbank Capital Partners, LLC Money Purchase Pension Plan reported $32M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 139,126 plans)
- #6,806 in Finance & Insurance (9,261 peers)
Where Charlesbank Capital Partners, LLC Money Purchase Pension Plan sits by assets
Charlesbank Capital Partners, LLC Money Purchase Pension Plan sits in the top quartile of all filed plans by assets, $32M for 99 participants (~$323,194/participant), down 13.3% in 2022.
- $32M
- total plan assets (2022 EOY)
- 99
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $323,194
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charlesbank Capital Partners, LLC Money Purchase Pension Plan vs the 2022 asset distribution
By assets, Charlesbank Capital Partners, LLC Money Purchase Pension Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$5M |
| Employer EIN | 043419769 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlesbank Capital Partners, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 182 | $55M |
| 2023 | 2 | 260 | $64M |
| 2024 | 2 | 304 | $78M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Charlesbank Capital Partners, LLC Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Charlesbank Capital Partners, LLC Money Purchase Pension Plan by total assets, not by location.
- International Brotherhood of Electrical Workers Local Union #756 Pension Fund (FL) $32M · 520
- Fraunhofer USA, Inc. 401(a) DC Plan (MI) $32M · 119
- Iron Workers Local No. 67 Defined Contribution Fund (IA) $32M · 839
- Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund (IL) $32M · 690
Frequently Asked Questions
How did Charlesbank Capital Partners, LLC Money Purchase Pension Plan assets move in 2022? ▼
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Ways to act on Charlesbank Capital Partners, LLC Money Purchase Pension Plan's numbers.
- By total assets, Charlesbank Capital Partners, LLC Money Purchase Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Charlesbank Capital Partners, LLC's sponsor-wide assets have grown 39.8% since 2022 across 3 plan years on file. More Finance & Insurance plans