401(k) · DOL Form 5500 · 2023

Charter Next Generation, Inc. 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
2,014
Participants Near avg headcount
92nd
Percentile by assets National rank
$57,157
Avg per participant Low balance/head
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Official DOL plan name: Charter Next Generation, Inc. 401(k) Plan · Sponsored by Charter Next Generation, Inc. · Illinois · Manufacturing

$115M in assets, 2,014 participants

Charter Next Generation, Inc.'s Charter Next Generation, Inc. 401(k) Plan reported $115M in total assets and 2,014 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,476 in Manufacturing (18,722 peers)

Coverage in Illinois

Charter Next Generation, Inc. 401(k) Plan covers 2,014 participants in Illinois, 2.6x the typical Illinois plan (state average ~779 per filing). Assets: $115M.

#16,476
in Manufacturing (18,722 peers)
+29.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Charter Next Generation, Inc. 401(k) Plan's outsized position by total assets

Charter Next Generation, Inc. 401(k) Plan vs every filed plan by assets

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

$115,114,819 Top 8% higher than 92% 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 Next Generation, Inc. 401(k) Plan's large-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 Next Generation, Inc. 401(k) Plan lands in the large band (2,014 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter Next Generation, Inc. 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Charter Next Generation, Inc. 401(k) Plan reported participants rose from 1,486 in the plan year 2022 filing to 2,014 in the plan year 2023 filing.
  • Charter Next Generation, Inc. 401(k) Plan end-of-year assets rose from $89M in the plan year 2022 filing to $115M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 473019794 · Charter Next Generation, Inc. PY 2023 · 401(k)

Charter Next Generation, Inc. 401(k) Plan · $115M · 2,014 · 92nd

  • SCH $115M
  • SCH 2,014
  • SCH 92nd
  • SCH 401(k)
  • SCH near Tradewind Group, Inc Profit Sharing 401(k) Plan
  • SCH ind #16476

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 Manufacturing retirement plans → · Plans in Illinois →

Charter Next Generation, Inc. 401(k) Plan in the asset neighbourhood

Standard Process Inc. 401(k) and Profit Sharing PlanStandard Process Inc. 401(k)…$115MAmcon, Cemstone and Tcc Employee Savings PlanAmcon, Cemstone and Tcc Empl…$115MTradewind Group, Inc Profit Sharing 401(k) PlanTradewind Group, Inc Profit …$115MCharter Next Generation, Inc. 401(k) PlanCharter Next Generation, Inc…$115MNavitus Health Solutions, LLC Retirement PlanNavitus Health Solutions, LL…$115M
End-of-year total assets ($M) among Charter Next Generation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$115M
Net Income$26M
Employer EIN473019794
Plan Effective Date2010-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Next Generation, Inc.)

Sponsor-wide plan assets over time

All Charter Next Generation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 54.68605027088067% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $89M $138M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 1,486 $89M
2023 1 2,014 $115M
2024 1 2,025 $138M

Nearby 401(k) Plans in Illinois

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

Charter Next Generation, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Charter Next Generation, Inc. 401(k) Plan, Total assets ($B): 0.115114819 · Participants: 2014Charter Next Generation, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Charter Next Generation, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Charter Next Generation, Inc. 401(k) Plan side-by-side with 3 peers →

Charter Next Generation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Tradewind Group, Inc Profit Sharing 401(k) Plan in HI ($115M); by covered participants it is Amcor 401(k) Plan for Bargaining Unit Employees in WI (2,014 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,014 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 Next Generation, Inc. 401(k) Plan assets move in 2023? ▼
Charter Next Generation, Inc. 401(k) Plan grew sharply - up 29.3% during 2023, from $89M to $115M. Reported net income was $26M.
How have Charter Next Generation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Next Generation, Inc.'s sponsor-wide assets grew 54.7%, from $89M to $138M.
Where does Charter Next Generation, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Charter Next Generation, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Charter Next Generation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tradewind Group, Inc Profit Sharing 401(k) Plan in HI ($115M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Charter Next Generation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amcor 401(k) Plan for Bargaining Unit Employees in WI (2,014 participants, $120M 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 473019794.

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.