Money Purchase · DOL Form 5500 · 2022

Charlesbank Capital Partners, LLC Money Purchase Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
99
Participants Small participant base
84th
Percentile by assets National rank
$323,194
Avg per participant High balance/head
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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.

  • #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.

#6,806
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

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's outsized position by total assets

Charlesbank Capital Partners, LLC Money Purchase Pension Plan vs every filed plan by assets

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

$31,996,171 Top 16% higher than 84% 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 Money Purchase Pension 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 Money Purchase Pension Plan is a small filing (99 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043419769 · Charlesbank Capital Partners, LLC PY 2022 · Money Purchase

Charlesbank Capital Partners, LLC Money Purchase Pension Plan · $32M · 99 · 84th

  • PCT $32M
  • EIN 99
  • RANK 84th
  • PHOTO Money Purchase
  • IND near International Brotherhood of Electrical Workers Local Union #756 Pension Fund
  • EOY ind #6806

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 Money Purchase Pension Plan in the asset neighbourhood

Fraunhofer USA, Inc. 401(a) DC PlanFraunhofer USA, Inc. 401(a) …$32MCharlesbank Capital Partners, LLC Money Purchase Pension PlanCharlesbank Capital Partners…$32MInternational Brotherhood of Electrical Workers Local Union #756 Pension FundInternational Brotherhood of…$32MIron Workers Local No. 67 Defined Contribution FundIron Workers Local No. 67 De…$32MMachinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement FundMachinery Movers, Riggers & …$32M
End-of-year total assets ($M) among Charlesbank Capital Partners, LLC Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$5M
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 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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Charlesbank Capital Partners, LLC Money Purchase Pension Plan, Total assets ($B): 0.031996171 · Participants: 99Charlesbank Capital Partners, LLC Money Purchase Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Charlesbank Capital Partners, LLC Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Charlesbank Capital Partners, LLC Money Purchase Pension Plan side-by-side with 3 peers →

Charlesbank Capital Partners, LLC Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is International Brotherhood of Electrical Workers Local Union #756 Pension Fund in FL ($32M); by covered participants it is The Kennedy Center, Inc. Retirement Plan in CT (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Money Purchase Pension Plan assets move in 2022? ▼
Charlesbank Capital Partners, LLC Money Purchase Pension Plan pulled back noticeably - down 13.3% during 2022, from $37M to $32M. Reported net income was -$5M.
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 Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Charlesbank Capital Partners, LLC Money Purchase Pension Plan ranks in the 84th 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 Money Purchase plans are similar in size to Charlesbank Capital Partners, LLC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is International Brotherhood of Electrical Workers Local Union #756 Pension Fund in FL ($32M, 520 participants).
Which Money Purchase plans cover a similar participant headcount to Charlesbank Capital Partners, LLC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Kennedy Center, Inc. Retirement Plan in CT (99 participants, $10M 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.