401(k) · DOL Form 5500 · 2023

Arizona Charter Solutions 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
316
Participants Below avg headcount
40th
Percentile by assets National rank
$12,623
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Arizona Charter Solutions 401(k) Plan · Sponsored by Arizona Charter Solutions · Arizona · Educational Services

$4M in assets, 316 participants

Arizona Charter Solutions's Arizona Charter Solutions 401(k) Plan reported $4M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #994 in Educational Services (3,735 peers)

Arizona Charter Solutions multi-year trail

Arizona Charter Solutions's plans moved +63.4% in assets from 2022 to 2024; this filing shows Arizona Charter Solutions 401(k) Plan at $4M / 316 participants.

#994
in Educational Services (3,735 peers)
+43.6%
assets growth YoY

Arizona Charter Solutions 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Arizona Charter Solutions 401(k) Plan vs every filed plan by assets

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

$3,988,954 40th percentile higher than 40% 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

Arizona Charter Solutions 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arizona Charter Solutions 401(k) Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arizona Charter Solutions 401(k) Plan reported net income rose from $136K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Arizona Charter Solutions 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Arizona Charter Solutions 401(k) Plan reported participants rose from 281 in the plan year 2022 filing to 316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 452665218 · Arizona Charter Solutions PY 2023 · 401(k)

Arizona Charter Solutions 401(k) Plan · $4M · 316 · 40th

  • RANK $4M
  • RANK 316
  • RANK 40th
  • RANK 401(k)
  • RANK near Aids Action Coalition of Huntsville, Inc. Retirement Plan
  • RANK ind #994

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 Educational Services retirement plans → · Plans in Arizona →

Arizona Charter Solutions 401(k) Plan in the asset neighbourhood

Arizona Charter Solutions 401(k) PlanArizona Charter Solutions 40…$4MAids Action Coalition of Huntsville, Inc. Retirement PlanAids Action Coalition of Hun…$4MSegway Inc. 401(k) Plan$4MHyosung Hico Ltd 401(k) Plan$4MVirtual Service Operations 401(k) PlanVirtual Service Operations 4…$4M
End-of-year total assets ($M) among Arizona Charter Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona Charter Solutions multi-year asset trail

Sponsor-wide plan assets over time

All Arizona Charter Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$5M 63.38566613862113% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.78M $4.54M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 281 $3M
2023 1 316 $4M
2024 1 308 $5M

Arizona Charter Solutions filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN452665218
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Arizona Charter Solutions 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Arizona Charter Solutions 401(k) Plan, Total assets ($B): 0.003988954 · Participants: 316Arizona Charter Solutions 401(k) 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
Arizona Charter Solutions 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Arizona Charter Solutions 401(k) Plan side-by-side with 3 peers →

Arizona Charter Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Aids Action Coalition of Huntsville, Inc. Retirement Plan in AL ($4M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Arizona Charter Solutions 401(k) Plan assets move in 2023? ▼
Arizona Charter Solutions 401(k) Plan surged - up 43.6% during 2023, from $3M to $4M. Reported net income was $1M.
How have Arizona Charter Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arizona Charter Solutions's sponsor-wide assets grew 63.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Arizona Charter Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aids Action Coalition of Huntsville, Inc. Retirement Plan in AL ($4M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Charter Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Akin Ford 401(k) Employees Savings Plan in GA (316 participants, $11M 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 452665218.

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.