Profit Sharing · DOL Form 5500 · 2022

Chartered Holdings Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
40th
Percentile by assets National rank
$747,546
Avg per participant High balance/head
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Official DOL plan name: Chartered Holdings Inc Profit Sharing Plan · Sponsored by Chartered Holdings Inc · Colorado · Real Estate

$3M in assets, 4 participants

Chartered Holdings Inc's Chartered Holdings Inc Profit Sharing Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,995 in Real Estate (5,057 peers)

Chartered Holdings Inc multi-year trail

Chartered Holdings Inc's plans moved +23.3% in assets from 2022 to 2024; this filing shows Chartered Holdings Inc Profit Sharing Plan at $3M / 4 participants.

#2,995
in Real Estate (5,057 peers)
+4.4%
assets growth YoY

Chartered Holdings Inc Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Chartered Holdings Inc Profit Sharing Plan vs every filed plan by assets

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

$2,990,184 40th percentile higher than 40% 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

Chartered Holdings Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chartered Holdings Inc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 880280703 · Chartered Holdings Inc PY 2022 · Profit Sharing

Chartered Holdings Inc Profit Sharing Plan · $3M · 4 · 40th

  • PCT $3M
  • PCT 4
  • PCT 40th
  • PCT Profit Sharing
  • PCT near Burnham Financial Services, LLC Profit Sharing Plan
  • PCT ind #2995

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 Real Estate retirement plans → · Plans in Colorado →

Chartered Holdings Inc Profit Sharing Plan in the asset neighbourhood

Chartered Holdings Inc Profit Sharing PlanChartered Holdings Inc Profi…$3MBurnham Financial Services, LLC Profit Sharing PlanBurnham Financial Services, …$3MEdwin H. Smith & Sons, Profit Sharing Plan and TrustEdwin H. Smith & Sons, Profi…$3MPaul D. Orr, M.D., Inc. Profit Sharing PlanPaul D. Orr, M.D., Inc. Prof…$3MDominic Tse, M.D., P.C. Profit Sharing PlanDominic Tse, M.D., P.C. Prof…$3M
End-of-year total assets ($M) among Chartered Holdings Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Chartered Holdings Inc multi-year asset trail

Sponsor-wide plan assets over time

All Chartered Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.29094129324483% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.99M $3.69M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 6 $4M

Chartered Holdings Inc filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$125K
Employer EIN880280703
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Chartered Holdings Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 01020304050 Total assets ($M) Participants Chartered Holdings Inc Profit Sharing Plan, Total assets ($M): 2.990184 · Participants: 4Chartered Holdings Inc Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 38.311724 · Participants: 642Hensel Phelps Hourly Retirement PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 31.655642 · Participants: 125Amended & Restated Profit Sharing Plan of Midwest PmsLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 29.136775 · Participants: 1208Liberty Pr Mobility 401(k) Savings PlansRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 15.311581 · Participants: 177Retirement Plan of Public Broadcasting of Colorado, Inc.Peterson Company Profit-Sharing Plan, Total assets ($M): 11.848341 · Participants: 31Peterson Company Profit-Sharing Plan
Chartered Holdings Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Chartered Holdings Inc Profit Sharing Plan side-by-side with 3 peers →

Chartered Holdings Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Burnham Financial Services, LLC Profit Sharing Plan in NY ($3M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Chartered Holdings Inc Profit Sharing Plan assets move in 2022? ▼
Chartered Holdings Inc Profit Sharing Plan edged up modestly - up 4.4% during 2022, from $3M to $3M. Reported net income was $125K.
How have Chartered Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chartered Holdings Inc's sponsor-wide assets grew 23.3%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Chartered Holdings Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Burnham Financial Services, LLC Profit Sharing Plan in NY ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Chartered Holdings Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 880280703.

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.