401(k) · DOL Form 5500 · 2023

Charter West Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
144
Participants Small participant base
65th
Percentile by assets National rank
$95,819
Avg per participant Below avg balance/head
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Official DOL plan name: Charter West Bank Employees 401(k) Profit Sharing Plan and Trust · Sponsored by Charter West Bank · Nebraska · Finance & Insurance

$14M in assets, 144 participants

Charter West Bank's Charter West Bank Employees 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,488 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust covers 144 participants in Nebraska, about 26% of the average Nebraska filer (state average ~552 per filing). Assets: $14M.

#4,488
in Finance & Insurance (8,869 peers)
+20.5%
assets growth YoY

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,797,937 Top 35% higher than 65% 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 West Bank Employees 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter West Bank Employees 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter West Bank Employees 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Charter West Bank Employees 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470679592 · Charter West Bank PY 2023 · 401(k)

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust · $14M · 144 · 65th

  • PHOTO $14M
  • IND 144
  • EOY 65th
  • 5500 401(k)
  • ASSETS near Charter Homes Building Company 401(k) Profit Sharing Plan
  • PCT ind #4488

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 Nebraska →

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Charter West Bank Employees 401(k) Profit Sharing Plan and TrustCharter West Bank Employees …$14MCharter Homes Building Company 401(k) Profit Sharing PlanCharter Homes Building Compa…$14MFort Worth Zoological Association Savings PlanFort Worth Zoological Associ…$14MSynacor, Inc 401(k) Profit Sharing PlanSynacor, Inc 401(k) Profit S…$14MSupplycore Inc. 401(k) Profit Sharing PlanSupplycore Inc. 401(k) Profi…$14M
End-of-year total assets ($M) among Charter West Bank Employees 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN470679592
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter West Bank)

Sponsor-wide plan assets over time

All Charter West Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.3110882817011% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $15.7M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 143 $11M
2023 1 144 $14M
2024 1 135 $16M

Nearby 401(k) Plans in Nebraska

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

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Charter West Bank Employees 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.013797937 · Participants: 144Charter West Bank Employees 401(k) Profit Sharing Plan and TrustHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Charter West Bank Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Charter West Bank Employees 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Charter Homes Building Company 401(k) Profit Sharing Plan in PA ($14M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 West Bank Employees 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Charter West Bank Employees 401(k) Profit Sharing Plan and Trust grew sharply - up 20.5% during 2023, from $11M to $14M. Reported net income was $2M.
How have Charter West Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter West Bank's sponsor-wide assets grew 37.3%, from $11M to $16M.
Which 401(k) plans are similar in size to Charter West Bank Employees 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Charter Homes Building Company 401(k) Profit Sharing Plan in PA ($14M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Charter West Bank Employees 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 participants, N/A 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 470679592.

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.