401(k) · DOL Form 5500 · 2023

Charles Pratt & Co. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
43rd
Percentile by assets National rank
$514,527
Avg per participant High balance/head
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Official DOL plan name: Charles Pratt & Company, LLC. · Sponsored by Charles Pratt & Co. · New York · Finance & Insurance

$5M in assets, 9 participants

Charles Pratt & Co.'s Charles Pratt & Company, LLC. reported $5M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,673 in Finance & Insurance (8,869 peers)

Charles Pratt & Co. multi-year trail

Charles Pratt & Co.'s plans moved -41.5% in assets from 2022 to 2024; this filing shows Charles Pratt & Company, LLC. at $5M / 9 participants.

#2,673
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY

Charles Pratt & Company, LLC.'s mid-pack asset rank among Finance & Insurance and all filers

Charles Pratt & Company, LLC. vs every filed plan by assets

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

$4,630,740 43rd percentile higher than 43% 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

Charles Pratt & Company, LLC. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Pratt & Company, LLC. is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles Pratt & Company, LLC. reported net income rose from -$2M in the plan year 2022 filing to $686K in the plan year 2023 filing.
  • Charles Pratt & Company, LLC. end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133798644 · Charles Pratt & Co. PY 2023 · 401(k)

Charles Pratt & Company, LLC. · $5M · 9 · 43rd

  • NET $5M
  • BOOK 9
  • VS-ST 43rd
  • BOY 401(k)
  • SCH near The Parker Avery Group 401(k) Plan
  • EBSA ind #2673

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 New York →

Charles Pratt & Company, LLC. in the asset neighbourhood

Charles Pratt & Company, LLC.$5MThe Parker Avery Group 401(k) PlanThe Parker Avery Group 401(k…$5MOak Motors Inc 401(k) Plan$5MAbbott Label, Inc. 401(k) PlanAbbott Label, Inc. 401(k) Pl…$5MDillard-Lewis, Inc. Dba Highland Express 401(k) PlanDillard-Lewis, Inc. Dba High…$5M
End-of-year total assets ($M) among Charles Pratt & Company, LLC. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Charles Pratt & Co. multi-year asset trail

Sponsor-wide plan assets over time

All Charles Pratt & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.50020865978373% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $6.7M $3.92M ▼ -41.5%
Year Plans Participants Total Assets
2022 2 18 $7M
2023 2 16 $8M
2024 2 18 $4M

Charles Pratt & Co. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$686K
Employer EIN133798644
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Charles Pratt & Company, LLC. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Charles Pratt & Company, LLC., Total assets ($B): 0.00463074 · Participants: 9Charles Pratt & Company, LLC.IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Charles Pratt & Company, LLC. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Charles Pratt & Company, LLC. side-by-side with 3 peers →

Charles Pratt & Company, LLC.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Parker Avery Group 401(k) Plan in GA ($5M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Charles Pratt & Company, LLC. assets move in 2023? ▼
Charles Pratt & Company, LLC. grew sharply - up 17.4% during 2023, from $4M to $5M. Reported net income was $686K.
How have Charles Pratt & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Pratt & Co.'s sponsor-wide assets declined 41.5%, from $7M to $4M.
Which 401(k) plans are similar in size to Charles Pratt & Company, LLC.? ▼
Among 401(k) plans in other states, the closest by assets is The Parker Avery Group 401(k) Plan in GA ($5M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Charles Pratt & Company, LLC.? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 133798644.

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.