401(k) · DOL Form 5500 · 2023

Chartiers Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
34
Participants Small participant base
50th
Percentile by assets National rank
$194,638
Avg per participant Above avg balance/head
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Official DOL plan name: Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan · Sponsored by Chartiers Enterprises, Inc. · Pennsylvania · Construction

$7M in assets, 34 participants

Chartiers Enterprises, Inc.'s Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan reported $7M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,354 in Construction (9,030 peers)

Chartiers Enterprises, Inc. multi-year trail

Chartiers Enterprises, Inc.'s plans moved -15.1% in assets from 2022 to 2024; this filing shows Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan at $7M / 34 participants.

#4,354
in Construction (9,030 peers)
-2.7%
assets change YoY

The plan reported a net loss of $175K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan vs every filed plan by assets

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

$6,617,702 Top 50% higher than 50% 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

Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership 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. Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan reported net income fell from $67K in the plan year 2022 filing to -$175K in the plan year 2023 filing.
  • Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan reported participants fell from 45 in the plan year 2022 filing to 34 in the plan year 2023 filing.
  • Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 263511849 · Chartiers Enterprises, Inc. PY 2023 · 401(k)

Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan · $7M · 34 · 50th

  • EOY $7M
  • EOY 34
  • EOY 50th
  • EOY 401(k)
  • EOY near United Tn Holdings, Inc. 401(k) Plan
  • EOY ind #4354

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 Construction retirement plans → · Plans in Pennsylvania →

Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan in the asset neighbourhood

Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership PlanChartiers Enterprises, Inc. …$7MUnited Tn Holdings, Inc. 401(k) PlanUnited Tn Holdings, Inc. 401…$7MParadigm Manufacturing Inc 401(k) PlanParadigm Manufacturing Inc 4…$7MRp Automotive II Retirement Savings PlanRp Automotive II Retirement …$7MHeritage Village Master Association 401(k) Profit Sharing Plan and TrustHeritage Village Master Asso…$7M
End-of-year total assets ($M) among Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Chartiers Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chartiers Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.072656233803261% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $6.8M $5.78M ▼ -15.0%
Year Plans Participants Total Assets
2022 1 45 $7M
2023 1 34 $7M
2024 1 39 $6M

Chartiers Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$175K
Employer EIN263511849
Plan Effective Date1963-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.006617702 · Participants: 34Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan side-by-side with 3 peers →

Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is United Tn Holdings, Inc. 401(k) Plan in TN ($7M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan assets move in 2023? ▼
Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan edged down modestly - down 2.7% during 2023, from $7M to $7M. Reported net income was -$175K.
How have Chartiers Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chartiers Enterprises, Inc.'s sponsor-wide assets declined 15.1%, from $7M to $6M.
Which 401(k) plans are similar in size to Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Tn Holdings, Inc. 401(k) Plan in TN ($7M, 355 participants).
Which 401(k) plans cover a similar participant headcount to Chartiers Enterprises, Inc. 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants, N/A 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 263511849.

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.