401(k) · DOL Form 5500 · 2023

Charter Management Company 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
68
Participants Small participant base
85th
Percentile by assets National rank
$693,998
Avg per participant High balance/head
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Official DOL plan name: Charter Management Company, Inc. 401(k) & Ps Plan · Sponsored by Charter Management Company · Massachusetts · Finance & Insurance

$47M in assets, 68 participants

Charter Management Company's Charter Management Company, Inc. 401(k) & Ps Plan reported $47M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,827 in Finance & Insurance (8,869 peers)

Where Charter Management Company, Inc. 401(k) & Ps Plan sits by assets

Charter Management Company, Inc. 401(k) & Ps Plan sits in the top quartile of all filed plans by assets, $47M for 68 participants (~$693,998/participant), up 20.9% in 2023.

#6,827
in Finance & Insurance (8,869 peers)
+20.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Charter Management Company, Inc. 401(k) & Ps Plan's outsized position by total assets

Charter Management Company, Inc. 401(k) & Ps Plan vs every filed plan by assets

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

$47,191,872 Top 15% higher than 85% 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

Charter Management Company, Inc. 401(k) & Ps 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. Charter Management Company, Inc. 401(k) & Ps Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter Management Company, Inc. 401(k) & Ps Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Charter Management Company, Inc. 401(k) & Ps Plan end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Charter Management Company, Inc. 401(k) & Ps Plan reported participants rose from 67 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043104313 · Charter Management Company PY 2023 · 401(k)

Charter Management Company, Inc. 401(k) & Ps Plan · $47M · 68 · 85th

  • PCT $47M
  • PCT 68
  • PCT 85th
  • PCT 401(k)
  • PCT near Anesthesia West, P.C. 401(k) Plan
  • PCT ind #6827

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 →

Charter Management Company, Inc. 401(k) & Ps Plan in the asset neighbourhood

Milwaukee Valve Company, LLC Employees' Savings Plan and TrustMilwaukee Valve Company, LLC…$47MCharter Management Company, Inc. 401(k) & Ps PlanCharter Management Company, …$47MAnesthesia West, P.C. 401(k) PlanAnesthesia West, P.C. 401(k)…$47MEastern Washington-Northern Idaho Carpenters 401(k) Retirement PlanEastern Washington-Northern …$47MBette & Cring, LLC Retirement Plan & TrustBette & Cring, LLC Retiremen…$47M
End-of-year total assets ($M) among Charter Management Company, Inc. 401(k) & Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN043104313
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Management Company)

Sponsor-wide plan assets over time

All Charter Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$53M 36.01327999501827% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39M $53.1M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 67 $39M
2023 1 68 $47M
2024 1 66 $53M

Nearby 401(k) Plans in Massachusetts

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

Charter Management Company, Inc. 401(k) & Ps Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Charter Management Company, Inc. 401(k) & Ps Plan, Total assets ($B): 0.047191872 · Participants: 68Charter Management Company, Inc. 401(k) & Ps PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Charter Management Company, Inc. 401(k) & Ps Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Charter Management Company, Inc. 401(k) & Ps Plan side-by-side with 3 peers →

Charter Management Company, Inc. 401(k) & Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Anesthesia West, P.C. 401(k) Plan in NE ($47M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Charter Management Company, Inc. 401(k) & Ps Plan assets move in 2023? ▼
Charter Management Company, Inc. 401(k) & Ps Plan grew sharply - up 20.9% during 2023, from $39M to $47M. Reported net income was $8M.
How have Charter Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Management Company's sponsor-wide assets grew 36.0%, from $39M to $53M.
Where does Charter Management Company, Inc. 401(k) & Ps Plan rank by assets among Form 5500 filers? ▼
Charter Management Company, Inc. 401(k) & Ps Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charter Management Company, Inc. 401(k) & Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anesthesia West, P.C. 401(k) Plan in NE ($47M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Charter Management Company, Inc. 401(k) & Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043104313.

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.