401(k) · DOL Form 5500 · 2023

Charleston Healthcare Group, LLC 401(k) Plan

Data updated 2026-08-25

$880K
Total assets Small plan by assets
307
Participants Below avg headcount
23rd
Percentile by assets National rank
$2,866
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charleston Healthcare Group 401(k) Plan · Sponsored by Charleston Healthcare Group, LLC · Louisiana · Professional & Technical Services

$880K in assets, 307 participants

Charleston Healthcare Group, LLC's Charleston Healthcare Group 401(k) Plan reported $880K in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,572 in Professional & Technical Services (20,321 peers)

Charleston Healthcare Group, LLC multi-year trail

Charleston Healthcare Group, LLC's plans moved +41.6% in assets from 2022 to 2024; this filing shows Charleston Healthcare Group 401(k) Plan at $880K / 307 participants.

#3,572
in Professional & Technical Services (20,321 peers)
+27.5%
assets growth YoY

Charleston Healthcare Group 401(k) Plan among the smaller filed plans by assets

Charleston Healthcare Group 401(k) Plan vs every filed plan by assets

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

$879,905 23rd percentile higher than 23% 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

Charleston Healthcare Group 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. Charleston Healthcare Group 401(k) Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charleston Healthcare Group 401(k) Plan reported net income rose from $50K in the plan year 2022 filing to $190K in the plan year 2023 filing.
  • Charleston Healthcare Group 401(k) Plan end-of-year assets rose from $693K in the plan year 2022 filing to $880K in the plan year 2023 filing.
  • Charleston Healthcare Group 401(k) Plan reported participants rose from 299 in the plan year 2022 filing to 307 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471406524 · Charleston Healthcare Group, LLC PY 2023 · 401(k)

Charleston Healthcare Group 401(k) Plan · $880K · 307 · 23rd

  • VS-ST $880K
  • BOY 307
  • SCH 23rd
  • EBSA 401(k)
  • PART near Blue Ribbon Auto, Inc. 401 (K) Plan
  • TYPE ind #3572

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Charleston Healthcare Group 401(k) Plan in the asset neighbourhood

Charleston Healthcare Group 401(k) PlanCharleston Healthcare Group …$880KBlue Ribbon Auto, Inc. 401 (K) PlanBlue Ribbon Auto, Inc. 401 (…$880KAnderson Medical Group Retirement PlanAnderson Medical Group Retir…$880KSarclad North America, L.P. Savings PlanSarclad North America, L.P. …$880KThe Starco Group Inc. 401(k) Profit Sharing PlanThe Starco Group Inc. 401(k)…$879K
End-of-year total assets ($M) among Charleston Healthcare Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Charleston Healthcare Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Charleston Healthcare Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$981K 41.599773622388284% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.69M $0.98M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 299 $693K
2023 1 307 $880K
2024 1 312 $981K

Charleston Healthcare Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$690K
Net Assets (End of Year)$880K
Net Income$190K
Employer EIN471406524
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Charleston Healthcare Group 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Charleston Healthcare Group 401(k) Plan, Total assets ($B): 0.000879905 · Participants: 307Charleston Healthcare Group 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Charleston Healthcare Group 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Charleston Healthcare Group 401(k) Plan side-by-side with 3 peers →

Charleston Healthcare Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Blue Ribbon Auto, Inc. 401 (K) Plan in MT ($880K); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($880K here).

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Charleston Healthcare Group 401(k) Plan assets move in 2023? ▼
Charleston Healthcare Group 401(k) Plan grew sharply - up 27.5% during 2023, from $690K to $880K. Reported net income was $190K.
How have Charleston Healthcare Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charleston Healthcare Group, LLC's sponsor-wide assets grew 41.6%, from $693K to $981K.
Where does Charleston Healthcare Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Charleston Healthcare Group 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Charleston Healthcare Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Ribbon Auto, Inc. 401 (K) Plan in MT ($880K, 23 participants).
Which 401(k) plans cover a similar participant headcount to Charleston Healthcare Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Heating and Air 401(k) Plan in GA (307 participants, $5M 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 471406524.

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.