401(k) · DOL Form 5500 · 2023

Charrob, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
51
Participants Small participant base
30th
Percentile by assets National rank
$36,082
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kassity's 401(k) Profit Sharing Plan · Sponsored by Charrob, Inc. · California · Food Services & Accommodation

$2M in assets, 51 participants

Charrob, Inc.'s Kassity's 401(k) Profit Sharing Plan reported $2M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,518 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Kassity's 401(k) Profit Sharing Plan ranks #2,518 of 3,828 2023 filers by assets (1063% of the sector average)-$2M for 51 participants.

#2,518
in Food Services & Accommodation (3,828 peers)
+12.7%
assets growth YoY

Kassity's 401(k) Profit Sharing Plan among the smaller filed plans by assets

Kassity's 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,840,202 30th percentile higher than 30% 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

Kassity's 401(k) 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. Kassity's 401(k) Profit Sharing Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kassity's 401(k) Profit Sharing Plan reported net income rose from -$72K in the plan year 2022 filing to $207K in the plan year 2023 filing.
  • Kassity's 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kassity's 401(k) Profit Sharing Plan reported participants fell from 58 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942611711 · Charrob, Inc. PY 2023 · 401(k)

Kassity's 401(k) Profit Sharing Plan · $2M · 51 · 30th

  • EOY $2M
  • EOY 51
  • EOY 30th
  • EOY 401(k)
  • EOY near Octopi Brewing 401(k) Plan
  • EOY ind #2518

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 Food Services & Accommodation retirement plans → · Plans in California →

Kassity's 401(k) Profit Sharing Plan in the asset neighbourhood

Kassity's 401(k) Profit Sharing PlanKassity's 401(k) Profit Shar…$2MOctopi Brewing 401(k) Plan$2MMetroehs Pediatric Therapy 401(k) PlanMetroehs Pediatric Therapy 4…$2MCherner Development Group, Inc. 401(k) PlanCherner Development Group, I…$2MChampions 401(k) Plan$2M
End-of-year total assets ($M) among Kassity's 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$207K
Employer EIN942611711
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charrob, Inc.)

Sponsor-wide plan assets over time

All Charrob, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.137725815783917% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.63M $2.09M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 58 $2M
2023 1 51 $2M
2024 1 54 $2M

Nearby 401(k) Plans in California

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

Kassity's 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kassity's 401(k) Profit Sharing Plan, Total assets ($B): 0.001840202 · Participants: 51Kassity's 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kassity's 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Kassity's 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Octopi Brewing 401(k) Plan in WI ($2M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Kassity's 401(k) Profit Sharing Plan assets move in 2023?
Kassity's 401(k) Profit Sharing Plan grew at a solid clip - up 12.7% during 2023, from $2M to $2M. Reported net income was $207K.
How have Charrob, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Charrob, Inc.'s sponsor-wide assets grew 28.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Kassity's 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Octopi Brewing 401(k) Plan in WI ($2M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Kassity's 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants, N/A in assets).