Money Purchase · DOL Form 5500 · 2023

Charlesbank Capital Partners, LLC Money Purchase Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
142
Participants Small participant base
82nd
Percentile by assets National rank
$261,553
Avg per participant Above avg balance/head
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Official DOL plan name: Charlesbank Capital Partners, LLC Money Purchase Pension Plan · Sponsored by Charlesbank Capital Partners, LLC · Massachusetts · Finance & Insurance

$37M in assets, 142 participants

Charlesbank Capital Partners, LLC's Charlesbank Capital Partners, LLC Money Purchase Pension Plan reported $37M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,443 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Charlesbank Capital Partners, LLC Money Purchase Pension Plan covers 142 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $37M.

#6,443
in Finance & Insurance (8,869 peers)
+16.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Charlesbank Capital Partners, LLC Money Purchase Pension Plan's outsized position by total assets

Charlesbank Capital Partners, LLC Money Purchase Pension Plan vs every filed plan by assets

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

$37,140,556 Top 18% higher than 82% 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

Charlesbank Capital Partners, LLC Money Purchase Pension Plan 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. Charlesbank Capital Partners, LLC Money Purchase Pension Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charlesbank Capital Partners, LLC Money Purchase Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Charlesbank Capital Partners, LLC Money Purchase Pension Plan reported participants rose from 99 in the plan year 2022 filing to 142 in the plan year 2023 filing.
  • Charlesbank Capital Partners, LLC Money Purchase Pension Plan end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043419769 · Charlesbank Capital Partners, LLC PY 2023 · Money Purchase

Charlesbank Capital Partners, LLC Money Purchase Pension Plan · $37M · 142 · 82nd

  • 5500 $37M
  • 5500 142
  • 5500 82nd
  • 5500 Money Purchase
  • 5500 near New Jersey Institute for Disabilities Retirement Plan
  • 5500 ind #6443

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 Massachusetts →

Charlesbank Capital Partners, LLC Money Purchase Pension Plan in the asset neighbourhood

Money Accumulation Pension Plan for Employees of Circles of Care, Inc.Money Accumulation Pension P…$37MI.B.E.W. Local 300 - Unit 1 Pension PlanI.B.E.W. Local 300 - Unit 1 …$37MNew Jersey Institute for Disabilities Retirement PlanNew Jersey Institute for Dis…$37MCharlesbank Capital Partners, LLC Money Purchase Pension PlanCharlesbank Capital Partners…$37MResources for the Future, Inc. 401(a) RetirementResources for the Future, In…$37M
End-of-year total assets ($M) among Charlesbank Capital Partners, LLC Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN043419769
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlesbank Capital Partners, LLC)

Sponsor-wide plan assets over time

All Charlesbank Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$78M 39.80448503503946% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.5M $77.6M ▲ +39.8%
Year Plans Participants Total Assets
2022 2 182 $55M
2023 2 260 $64M
2024 2 304 $78M

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Charlesbank Capital Partners, LLC Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Charlesbank Capital Partners, LLC Money Purchase Pension Plan, Total assets ($B): 0.037140556 · Participants: 142Charlesbank Capital Partners, LLC Money Purchase Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Charlesbank Capital Partners, LLC Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Charlesbank Capital Partners, LLC Money Purchase Pension Plan side-by-side with 3 peers →

Charlesbank Capital Partners, LLC Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is New Jersey Institute for Disabilities Retirement Plan in NJ ($37M); by covered participants it is Vera Institute Pension Plan in NY (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Charlesbank Capital Partners, LLC Money Purchase Pension Plan assets move in 2023? ▼
Charlesbank Capital Partners, LLC Money Purchase Pension Plan grew sharply - up 16.1% during 2023, from $32M to $37M. Reported net income was $5M.
How have Charlesbank Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlesbank Capital Partners, LLC's sponsor-wide assets grew 39.8%, from $55M to $78M.
Where does Charlesbank Capital Partners, LLC Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Charlesbank Capital Partners, LLC Money Purchase Pension Plan ranks in the 82nd 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 Money Purchase plans are similar in size to Charlesbank Capital Partners, LLC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is New Jersey Institute for Disabilities Retirement Plan in NJ ($37M, 291 participants).
Which Money Purchase plans cover a similar participant headcount to Charlesbank Capital Partners, LLC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Vera Institute Pension Plan in NY (142 participants, $7M 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 043419769.

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.