Profit Sharing · DOL Form 5500 · 2023
Charter Communications, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 96,058
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $13,219
- Avg per participant Low balance/head
Official DOL plan name: Charter Communications, Inc. Retirement Accumulation Plan · Sponsored by Charter Communications, Inc. · North Carolina · Information & Media
$1.3B in assets, 96,058 participants
Charter Communications, Inc.'s Charter Communications, Inc. Retirement Accumulation Plan reported $1.3B in total assets and 96,058 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #2,755 in Information & Media (2,818 peers)
Coverage in North Carolina
Charter Communications, Inc. Retirement Accumulation Plan covers 96,058 participants in North Carolina, 117x the typical North Carolina plan (state average ~819 per filing). Assets: $1.3B.
- #2,755
- in Information & Media (2,818 peers)
- +27.9%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Charter Communications, Inc. Retirement Accumulation Plan's outsized position by total assets
Charter Communications, Inc. Retirement Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,269,819,278 Top 1% higher than 99% 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
Charter Communications, Inc. Retirement Accumulation Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Communications, Inc. Retirement Accumulation Plan is a mega filing (96,058 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charter Communications, Inc. Retirement Accumulation Plan reported net income rose from -$114M in the plan year 2022 filing to $277M in the plan year 2023 filing.
- Charter Communications, Inc. Retirement Accumulation Plan end-of-year assets rose from $993M in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- Charter Communications, Inc. Retirement Accumulation Plan reported participants rose from 88,468 in the plan year 2022 filing to 96,058 in the plan year 2023 filing.
DOL schedule card
Filing strip 841496755 · Charter Communications, Inc. PY 2023 · Profit Sharing
Charter Communications, Inc. Retirement Accumulation Plan · $1.3B · 96,058 · 99th
- ASSETS $1.3B
- ASSETS 96,058
- ASSETS 99th
- ASSETS Profit Sharing
- ASSETS near North Atlantic States Carpenters Annuity Plan
- ASSETS ind #2755
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 Information & Media retirement plans → · Plans in North Carolina →
Charter Communications, Inc. Retirement Accumulation Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $993M |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $277M |
| Employer EIN | 841496755 |
| Plan Effective Date | 2016-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charter Communications, Inc.)
Sponsor-wide plan assets over time
All Charter Communications, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.7B 26.65462313874648% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 202,462 | $10.1B |
| 2023 | 3 | 215,012 | $11.7B |
| 2024 | 3 | 214,564 | $12.7B |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Baker & Taylor Retirement Savings Plan $67M · 1,361
- Intermec Fssp Spinoff Plan $51M · 74
- Whap PA Profit Sharing Plan $45M · N/A
Scale composition for Charter Communications, Inc. Retirement Accumulation Plan
Charter Communications, Inc. Retirement Accumulation Plan reports $1.3B in end-of-year assets across 96,058 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.10% of 93,925,755 covered participants) - about $13,219 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $277M.
This plan identity (EIN 841496755, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $993M to $1.5B (+48.6%) while covered participants moved from 88,468 to 96,794 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 88,468 | $993M | Open filing |
| 2023 | 96,058 | $1.3B | This page |
| 2024 · index core | 96,794 | $1.5B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Charter Communications, Inc. 401(k) Savings Plan (401(k), $8.9B, 102,013 participants)
- Time Warner Cable Pension Plan (Defined Benefit (Pension), $2.3B, 15,757 participants)
- Charter Communications, Inc. Retirement Accumulation Plan (Profit Sharing, $1.5B, 96,794 participants)
Charter Communications, Inc. Retirement Accumulation Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is North Atlantic States Carpenters Annuity Plan in CT ($1.3B); by covered participants it is Consolidated 403(b) Program of Mass General Brigham and Member Organizations in MA (74,212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- North Atlantic States Carpenters Annuity Plan (CT) $1.3B · 11,025
- Boilermakers National Annuity Trust (MO) $1.3B · 18,088
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) $1.2B · 15,503
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.3B · 5,914
Similar participant headcount
Nearest other-state filings by covered participants (96,058 participants); asset peers above are excluded.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations (MA) 74,212 · 21,846 off
- Southwest Airlines Co. Profitsharing Plan (TX) 71,461 · 24,597 off
- Motion Picture Industry Individual Account Plan (CA) 71,071 · 24,987 off
- SEIU 775 Secure Retirement Plan (WA) 70,796 · 25,262 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.