401(k) · DOL Form 5500 · 2023

Charter Hr, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
316
Participants Below avg headcount
44th
Percentile by assets National rank
$15,443
Avg per participant Low balance/head
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Official DOL plan name: Charter Hr Retirement Savings Plan · Sponsored by Charter Hr, Inc. · Alabama · Professional & Technical Services

$5M in assets, 316 participants

Charter Hr, Inc.'s Charter Hr Retirement Savings Plan reported $5M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,470 in Professional & Technical Services (20,321 peers)

Charter Hr, Inc. multi-year trail

Charter Hr, Inc.'s plans moved +58.2% in assets from 2022 to 2024; this filing shows Charter Hr Retirement Savings Plan at $5M / 316 participants.

#8,470
in Professional & Technical Services (20,321 peers)
+25.8%
assets growth YoY

Charter Hr Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Charter Hr Retirement Savings Plan vs every filed plan by assets

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

$4,879,958 44th percentile higher than 44% 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

Charter Hr Retirement Savings 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. Charter Hr Retirement Savings Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter Hr Retirement Savings Plan reported net income rose from -$334K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Charter Hr Retirement Savings Plan reported participants rose from 237 in the plan year 2022 filing to 316 in the plan year 2023 filing.
  • Charter Hr Retirement Savings Plan 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 →

Plan-year Form 5500 strip

Filing strip 273214766 · Charter Hr, Inc. PY 2023 · 401(k)

Charter Hr Retirement Savings Plan · $5M · 316 · 44th

  • PHOTO $5M
  • PHOTO 316
  • PHOTO 44th
  • PHOTO 401(k)
  • PHOTO near Fidelity Payment Services 401(k) Plan
  • PHOTO ind #8470

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 Alabama →

Charter Hr Retirement Savings Plan in the asset neighbourhood

Charter Hr Retirement Savings PlanCharter Hr Retirement Saving…$5MFidelity Payment Services 401(k) PlanFidelity Payment Services 40…$5MMerlo Construction Company, Inc. 401(k) Profit Sharing Plan and TrustMerlo Construction Company, …$5MRobinson Eye Institute, PLLC 401(k) Retirement PlanRobinson Eye Institute, PLLC…$5MChest and Sleep Medicine 401(k) PlanChest and Sleep Medicine 401…$5M
End-of-year total assets ($M) among Charter Hr Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Charter Hr, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charter Hr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 58.223461587149686% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.88M $6.14M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 237 $4M
2023 1 316 $5M
2024 1 425 $6M

Charter Hr, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN273214766
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Charter Hr Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Charter Hr Retirement Savings Plan, Total assets ($B): 0.004879958 · Participants: 316Charter Hr Retirement Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Charter Hr Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Charter Hr Retirement Savings Plan side-by-side with 3 peers →

Charter Hr Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Fidelity Payment Services 401(k) Plan in NY ($5M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.

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 Charter Hr Retirement Savings Plan assets move in 2023? ▼
Charter Hr Retirement Savings Plan grew sharply - up 25.8% during 2023, from $4M to $5M. Reported net income was $1M.
How have Charter Hr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Hr, Inc.'s sponsor-wide assets grew 58.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Charter Hr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fidelity Payment Services 401(k) Plan in NY ($5M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Charter Hr Retirement Savings 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 273214766.

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.