401(k) · DOL Form 5500 · 2023

Charter School Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,482
Participants Near avg headcount
57th
Percentile by assets National rank
$6,188
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charter School 401(k) Retirement Plan · Sponsored by Charter School Associates, Inc. · Florida · Educational Services

$9M in assets, 1,482 participants

Charter School Associates, Inc.'s Charter School 401(k) Retirement Plan reported $9M in total assets and 1,482 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,491 in Educational Services (3,735 peers)

Coverage in Florida

Charter School 401(k) Retirement Plan covers 1,482 participants in Florida, 2.4x the typical Florida plan (state average ~628 per filing). Assets: $9M.

#1,491
in Educational Services (3,735 peers)
+23.9%
assets growth YoY

Charter School 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Charter School 401(k) Retirement Plan vs every filed plan by assets

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

$9,171,154 Top 43% higher than 57% 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 School 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter School 401(k) Retirement Plan lands in the large band (1,482 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter School 401(k) Retirement Plan reported net income rose from -$541K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Charter School 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Charter School 401(k) Retirement Plan reported participants rose from 1,442 in the plan year 2022 filing to 1,482 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311819379 · Charter School Associates, Inc. PY 2023 · 401(k)

Charter School 401(k) Retirement Plan · $9M · 1,482 · 57th

  • 5500 $9M
  • 5500 1,482
  • 5500 57th
  • 5500 401(k)
  • 5500 near Una-Dyn 401(k) Plan
  • 5500 ind #1491

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 Educational Services retirement plans → · Plans in Florida →

Charter School 401(k) Retirement Plan in the asset neighbourhood

Charter School 401(k) Retirement PlanCharter School 401(k) Retire…$9MUna-Dyn 401(k) Plan$9MBlack Diamond Therapeutics, Inc. Retirement PlanBlack Diamond Therapeutics, …$9MThermo King West, Inc. 401(k) PlanThermo King West, Inc. 401(k…$9MCurtis Brown, Ltd. 401(k) and Profit Sharing PlanCurtis Brown, Ltd. 401(k) an…$9M
End-of-year total assets ($M) among Charter School 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN311819379
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter School Associates, Inc.)

Sponsor-wide plan assets over time

All Charter School Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 52.86329169690409% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.4M $11.3M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 1,442 $7M
2023 1 1,482 $9M
2024 1 1,533 $11M

Nearby 401(k) Plans in Florida

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

Charter School 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Charter School 401(k) Retirement Plan, Total assets ($B): 0.009171154 · Participants: 1482Charter School 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Charter School 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Charter School 401(k) Retirement Plan side-by-side with 3 peers →

Charter School 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Una-Dyn 401(k) Plan in VA ($9M); by covered participants it is Savings Plan of Entergy Corporation and Subsidiaries VIII in LA (1,482 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,482 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 School 401(k) Retirement Plan assets move in 2023? ▼
Charter School 401(k) Retirement Plan grew sharply - up 23.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Charter School Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter School Associates, Inc.'s sponsor-wide assets grew 52.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Charter School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Una-Dyn 401(k) Plan in VA ($9M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Charter School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Savings Plan of Entergy Corporation and Subsidiaries VIII in LA (1,482 participants, $63M 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 311819379.

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.