401(k) · DOL Form 5500 · 2023

Charlesbank Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
118
Participants Small participant base
78th
Percentile by assets National rank
$227,645
Avg per participant Above avg balance/head
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Official DOL plan name: Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan · Sponsored by Charlesbank Capital Partners, LLC · Massachusetts · Finance & Insurance

$27M in assets, 118 participants

Charlesbank Capital Partners, LLC's Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan reported $27M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,841 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan covers 118 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.

#5,841
in Finance & Insurance (8,869 peers)
+14.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan's outsized position by total assets

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan vs every filed plan by assets

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

$26,862,120 Top 22% higher than 78% 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 Profit Sharing/401(k) 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 Profit Sharing/401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan reported participants rose from 83 in the plan year 2022 filing to 118 in the plan year 2023 filing.
  • Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043419769 · Charlesbank Capital Partners, LLC PY 2023 · 401(k)

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan · $27M · 118 · 78th

  • VS-ST $27M
  • BOY 118
  • SCH 78th
  • EBSA 401(k)
  • PART near Precision International Automotive Products Inc. 401 (K) Plan
  • TYPE ind #5841

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 Profit Sharing/401(k) Plan in the asset neighbourhood

West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and TrustWest Florida Medical Associa…$27MCharlesbank Capital Partners, LLC Profit Sharing/401(k) PlanCharlesbank Capital Partners…$27MPrecision International Automotive Products Inc. 401 (K) PlanPrecision International Auto…$27MScreenbeam Inc. 401(k) Savings PlanScreenbeam Inc. 401(k) Savin…$27MControl Air & Affiliates 401(k) PlanControl Air & Affiliates 401…$27M
End-of-year total assets ($M) among Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$3M
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 401(k) Plans in Massachusetts

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

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan, Total assets ($B): 0.02686212 · Participants: 118Charlesbank Capital Partners, LLC Profit Sharing/401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan side-by-side with 3 peers →

Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Precision International Automotive Products Inc. 401 (K) Plan in NY ($27M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Profit Sharing/401(k) Plan assets move in 2023? ▼
Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan grew at a solid clip - up 14.3% during 2023, from $23M to $27M. Reported net income was $3M.
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 Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan ranks in the 78th 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 Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Precision International Automotive Products Inc. 401 (K) Plan in NY ($27M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Charlesbank Capital Partners, LLC Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 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 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.