401(k) · DOL Form 5500 · 2022
Charter One, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 1,435
- Participants Near avg headcount
- 72nd
- Percentile by assets National rank
- $10,393
- Avg per participant Low balance/head
Official DOL plan name: Charter One 401(k) Plan · Sponsored by Charter One, LLC · Arizona · Educational Services
$15M in assets, 1,435 participants
Charter One, LLC's Charter One 401(k) Plan reported $15M in total assets and 1,435 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,214 in Educational Services (4,024 peers)
Coverage in Arizona
Charter One 401(k) Plan covers 1,435 participants in Arizona, 2.5x the typical Arizona plan (state average ~564 per filing). Assets: $15M.
- #2,214
- in Educational Services (4,024 peers)
- +45.9%
- assets growth YoY
Charter One 401(k) Plan's outsized position by total assets
Charter One 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,913,953 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Charter One 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter One 401(k) Plan lands in the large band (1,435 participants).
Published 5500 schedule card
Filing strip 823735558 · Charter One, LLC PY 2022 · 401(k)
Charter One 401(k) Plan · $15M · 1,435 · 72nd
- BOOK $15M
- BOOK 1,435
- BOOK 72nd
- BOOK 401(k)
- BOOK near Iapp 401(k) Plan
- BOOK ind #2214
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 Educational Services retirement plans → · Plans in Arizona →
Charter One 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $5M |
| Employer EIN | 823735558 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charter One, LLC)
Sponsor-wide plan assets over time
All Charter One, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 122.86416619389911% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,435 | $15M |
| 2023 | 1 | 2,366 | $23M |
| 2024 | 1 | 3,141 | $33M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Charter One 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Iapp 401(k) Plan in NH ($15M); by covered participants it is Six3 Advanced Systems Profit Sharing Plan in VA (1,435 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Iapp 401(k) Plan (NH) $15M · 197
- Chatham Orthopaedic Associates, P.a. Retirement Plan (GA) $15M · 137
- Western Management, Inc. Profit Sharing & 401(k) Plan (OH) $15M · 300
- Commercial Creamery Company 401(k) Plan (WA) $15M · 139
Similar participant headcount
Nearest other-state filings by covered participants (1,435 participants); asset peers above are excluded.
- Six3 Advanced Systems Profit Sharing Plan (VA) 1,435 · 0 off
- Apollo Management Holdings, LP 401(k) Plan (CT) 1,435 · 0 off
- Quality Select 401(k) Plan (TX) 1,435 · 0 off
- Colorado Permanente Medical Group, P.C. 401(k) Plan (CO) 1,435 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.