401(k) · DOL Form 5500 · 2023

Charles River Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
37
Participants Small participant base
75th
Percentile by assets National rank
$601,279
Avg per participant High balance/head
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Official DOL plan name: Charles River Ventures, LLC 401(k) Profit Sharing Plan · Sponsored by Charles River Ventures, LLC · California · Finance & Insurance

$22M in assets, 37 participants

Charles River Ventures, LLC's Charles River Ventures, LLC 401(k) Profit Sharing Plan reported $22M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,473 in Finance & Insurance (8,869 peers)

Where Charles River Ventures, LLC 401(k) Profit Sharing Plan sits by assets

Charles River Ventures, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $22M for 37 participants (~$601,279/participant), up 21.3% in 2023.

#5,473
in Finance & Insurance (8,869 peers)
+21.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Charles River Ventures, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Charles River Ventures, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,247,324 Top 25% higher than 75% 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

Charles River Ventures, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles River Ventures, LLC 401(k) Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles River Ventures, LLC 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Charles River Ventures, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Charles River Ventures, LLC 401(k) Profit Sharing Plan reported participants fell from 38 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731682177 · Charles River Ventures, LLC PY 2023 · 401(k)

Charles River Ventures, LLC 401(k) Profit Sharing Plan · $22M · 37 · 75th

  • PART $22M
  • PART 37
  • PART 75th
  • PART 401(k)
  • PART near The Pipe Line Development Company Employees' 401(k) Profit Sharing Plan & Trust
  • PART ind #5473

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 Finance & Insurance retirement plans → · Plans in California →

Charles River Ventures, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Charles River Ventures, LLC 401(k) Profit Sharing PlanCharles River Ventures, LLC …$22MThe Pipe Line Development Company Employees' 401(k) Profit Sharing Plan & TrustThe Pipe Line Development Co…$22MAmeriforge 401 (K) Plan$22MTriad Technologies, LLC 401(k) PlanTriad Technologies, LLC 401(…$22MEakes, Inc. 401(k) Retirement Savings PlanEakes, Inc. 401(k) Retiremen…$22M
End-of-year total assets ($M) among Charles River Ventures, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN731682177
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles River Ventures, LLC)

Sponsor-wide plan assets over time

All Charles River Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 41.01425054746662% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $25.9M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 38 $18M
2023 1 37 $22M
2024 1 43 $26M

Nearby 401(k) Plans in California

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

Charles River Ventures, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Charles River Ventures, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.022247324 · Participants: 37Charles River Ventures, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Charles River Ventures, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Charles River Ventures, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Charles River Ventures, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Pipe Line Development Company Employees' 401(k) Profit Sharing Plan & Trust in OH ($22M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Charles River Ventures, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Charles River Ventures, LLC 401(k) Profit Sharing Plan grew sharply - up 21.3% during 2023, from $18M to $22M. Reported net income was $4M.
How have Charles River Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles River Ventures, LLC's sponsor-wide assets grew 41.0%, from $18M to $26M.
Where does Charles River Ventures, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Charles River Ventures, LLC 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charles River Ventures, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Pipe Line Development Company Employees' 401(k) Profit Sharing Plan & Trust in OH ($22M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Charles River Ventures, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $16M 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 731682177.

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.