Other · DOL Form 5500 · 2023

Charles W Turman Retirement Plan

Data updated 2026-08-25

$14K
Total assets Small plan by assets: 2
Participants Small participant base: 2nd
Percentile by assets National rank: $6,955
Avg per participant Low balance/head

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Official DOL plan name: Charles W Turman Retirement Plan · Sponsored by Charles W Turman · Virginia · Finance & Insurance

$14K in assets, 2 participants

Charles W Turman's Charles W Turman Retirement Plan reported $14K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

#118 in Finance & Insurance (8,869 peers)

Charles W Turman multi-year trail

Charles W Turman's plans moved -23.7% in assets from 2022 to 2024; this filing shows Charles W Turman Retirement Plan at $14K / 2 participants.

#118
in Finance & Insurance (8,869 peers): +3.4%
assets growth YoY

Charles W Turman Retirement Plan among the smaller filed plans by assets

Charles W Turman Retirement Plan vs every filed plan by assets

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

$13,910 2nd percentile higher than 2% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Charles W Turman Retirement Plan 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 W Turman Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Charles W Turman Retirement Plan end-of-year assets rose from $13K in the plan year 2022 filing to $14K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540851959 · Charles W Turman PY 2023 · Other

Charles W Turman Retirement Plan · $14K · 2 · 2nd

SCH $14K
EBSA 2
PART 2nd
TYPE Other
NET near Syncrasy Inc
BOOK ind #118

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 Virginia →

End-of-year total assets ($M) among Charles W Turman Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Charles W Turman multi-year asset trail

Latest sponsor-wide plan assets: $10K 23.69594293357111% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$13K
2023	1	2	$14K
2024	1	2	$10K

Charles W Turman filing trail (2023)

Total Assets (Beginning of Year)	$13K
Net Assets (End of Year)	$14K
Net Income	$452
Employer EIN	540851959
Plan Effective Date	1978-02-21
Filing Status	FILING RECEIVED

Nearby Other Plans in Virginia

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

Charles W Turman Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Sentara 403(b) Savings Plan $3.3B · 25,806
The George Washington University Supplemental Retirement Plan $1.5B · 8,047
Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
Centra Health Matching Tax Deferred Savings Plan $670M · 7,141

Compare Charles W Turman Retirement Plan side-by-side with 3 peers →

Charles W Turman Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Syncrasy Inc in CA ($13K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14K here).

Syncrasy Inc (CA) $13K · 4
Unified Telecom-Ccsi_401k Plan (IL) $13K · 2
Maple Leaf Community Residences 403(b) (OH) $15K · 4
Renaissance Technologies LLC 401(k) Plan (NY) $16K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Tadalyssa, Inc. Retirement Plan (TX) 2 · 0 off
Estes Park Institute Safe Harbor Plan 403(b) (CO) 2 · 0 off
Cimco Enterprises, Inc. Pension Plan and Trust (WA) 2 · 0 off
James a. Mcpeake Profit Sharing Plan (KY) 2 · 0 off

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 W Turman Retirement Plan assets move in 2023? ▼

Charles W Turman Retirement Plan edged up modestly - up 3.4% during 2023, from $13K to $14K. Reported net income was $452.

How have Charles W Turman plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Charles W Turman's sponsor-wide assets declined 23.7%, from $13K to $10K.

Where does Charles W Turman Retirement Plan rank by assets among Form 5500 filers? ▼

Charles W Turman Retirement Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Other plans are similar in size to Charles W Turman Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Syncrasy Inc in CA ($13K, 4 participants).

Which Other plans cover a similar participant headcount to Charles W Turman Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 540851959.