401(k) · DOL Form 5500 · 2023

Charter Next Generation, Inc. 401(k) Plan

Data updated 2026-08-11

$115M
Total assets
2,014
Participants
92nd
Percentile by assets
$57,157
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$115M
total plan assets (2023 EOY)
2,014
covered participants
92nd
percentile by assets (of 127,072 plans)
$57,157
avg assets per participant

Where Charter Next Generation, Inc. 401(k) Plan sits 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 $2,010,000,000 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

  • 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 →

State
Illinois
Industry
Manufacturing

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Charter Next Generation, Inc. 401(k) Plan reports 2,014 participants - 2.6x that state average ($115M EOY assets).

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.)

$80M$100M$120M$140M$160M 202220232024 $89M $138M ▲ +54.7%
Total plan assets by year, all Charter Next Generation, Inc. plans on file
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 ($B) Participants Charter Next Generat…, Total assets ($B): 0.115114819 · Participants: 2014Charter Next Generat…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
Charter Next Generation, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Charter Next Generation, Inc. 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Charter Next Generation, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Charter Next Generation, Inc. 401(k) Pla…

Filing takeaways

Ways to act on Charter Next Generation, Inc. 401(k) Plan's numbers.

  • By total assets, Charter Next Generation, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • Charter Next Generation, Inc.'s sponsor-wide assets have grown 54.7% since 2022 across 3 plan years on file. More Manufacturing plans

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.