401(k) · DOL Form 5500 · 2023

Take Charge America, Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
63
Participants Small participant base
48th
Percentile by assets National rank
$97,872
Avg per participant Below avg balance/head
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Official DOL plan name: Take Charge America, Inc. 401(k) Profit Sharing Plan · Sponsored by Take Charge America, Inc · Arizona · Professional & Technical Services

$6M in assets, 63 participants

Take Charge America, Inc's Take Charge America, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,492 in Professional & Technical Services (20,321 peers)

2023 asset change

Take Charge America, Inc. 401(k) Profit Sharing Plan grew sharply 15.9% in 2023 ($5M → $6M) for 63 participants.

#9,492
in Professional & Technical Services (20,321 peers)
+15.9%
assets growth YoY

Take Charge America, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Take Charge America, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,165,915 48th percentile higher than 48% 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

Take Charge America, Inc. 401(k) Profit Sharing 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. Take Charge America, Inc. 401(k) Profit Sharing Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Take Charge America, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $845K in the plan year 2023 filing.
  • Take Charge America, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Take Charge America, Inc. 401(k) Profit Sharing Plan reported participants fell from 64 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860593598 · Take Charge America, Inc PY 2023 · 401(k)

Take Charge America, Inc. 401(k) Profit Sharing Plan · $6M · 63 · 48th

  • TYPE $6M
  • NET 63
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near Amazing Facts International 401(k) Profit Sharing Plan & Trust
  • SCH ind #9492

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Take Charge America, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Take Charge America, Inc. 401(k) Profit Sharing PlanTake Charge America, Inc. 40…$6MAmazing Facts International 401(k) Profit Sharing Plan & TrustAmazing Facts International …$6MRochester Ambulatory Surgery Center 401(k) PlanRochester Ambulatory Surgery…$6MShuford Yarns, LLC 401(k) PlanShuford Yarns, LLC 401(k) Pl…$6MRail Car Service Co., Inc. Employee Profit Sharing PlanRail Car Service Co., Inc. E…$6M
End-of-year total assets ($M) among Take Charge America, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Take Charge America, Inc years around the 2023 move

Sponsor-wide plan assets over time

All Take Charge America, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 5.434471056282318% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.32M $5.03M ▼ -5.5%
Year Plans Participants Total Assets
2022 1 64 $5M
2023 1 63 $6M
2024 1 64 $5M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$845K
Employer EIN860593598
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Take Charge America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Take Charge America, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006165915 · Participants: 63Take Charge America, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Take Charge America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Take Charge America, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Take Charge America, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Amazing Facts International 401(k) Profit Sharing Plan & Trust in CA ($6M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Take Charge America, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Take Charge America, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.9% during 2023, from $5M to $6M. Reported net income was $845K.
How have Take Charge America, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Take Charge America, Inc's sponsor-wide assets declined 5.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Take Charge America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amazing Facts International 401(k) Profit Sharing Plan & Trust in CA ($6M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Take Charge America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 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 860593598.

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.