Profit Sharing · DOL Form 5500 · 2023

Chartmaker Records Inc Profit Sharing Plan

Data updated 2026-08-11

$11M
Total assets
2
Participants
60th
Percentile by assets
$5.3M
Avg per participant
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Official DOL plan name: Chartmaker Records Inc Profit Sharing Plan · Sponsored by Chartmaker Records Inc · California · Arts, Entertainment & Recreation

$11M in assets, 2 participants

Chartmaker Records Inc's Chartmaker Records Inc Profit Sharing Plan reported $11M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • 60th percentile by assets (of 127,072 plans)
  • #2,204 in Arts, Entertainment & Recreation (2,945 peers)

Chartmaker Records Inc multi-year trail

Chartmaker Records Inc's plans moved -28.1% in assets from 2022 to 2024; this filing shows Chartmaker Records Inc Profit Sharing Plan at $11M / 2 participants.

$11M
total plan assets (2023 EOY)
2
covered participants
60th
percentile by assets (of 127,072 plans)
$5.3M
avg assets per participant

Where Chartmaker Records Inc Profit Sharing Plan sits by total assets

Chartmaker Records Inc Profit Sharing Plan vs every filed plan by assets

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

$10,600,611 Top 40% higher than 60% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chartmaker Records Inc Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Chartmaker Records Inc Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Chartmaker Records Inc across 3 plan years on file

Across the 3 plan years Chartmaker Records Inc has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $6M, a decline of 28.1%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2023 ($11M); trough: 2024 ($6M).

Chartmaker Records Inc multi-year asset trail

$4M$6M$8M$10M$12M 202220232024 $7.96M $5.72M ▼ -28.1%
Total plan assets by year, all Chartmaker Records Inc plans on file
Year Plans Participants Total Assets
2022 1 2 $8M
2023 1 2 $11M
2024 1 2 $6M

Chartmaker Records Inc filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN203357193
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Chartmaker Records Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Chartmaker Records Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Chartmaker Records I…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Chartmaker Records Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Chartmaker Records Inc Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Chartmaker Records Inc Profit Sharing Plan assets move in 2023?
Chartmaker Records Inc Profit Sharing Plan surged - up 33.2% during 2023, from $8M to $11M. Reported net income was $3M.
How have Chartmaker Records Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Chartmaker Records Inc's sponsor-wide assets declined 28.1%, from $8M to $6M.
Which Profit Sharing plans are similar in size to Chartmaker Records Inc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is The Nord Center Retirement Plan in OH ($11M, 244 participants).

Next read for Chartmaker Records Inc Profit Sharing Pl…

Multi-year trail

Ways to act on Chartmaker Records Inc Profit Sharing Plan's numbers.