401(k) · DOL Form 5500 · 2023

Charlton Consulting Group Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
39th
Percentile by assets National rank
$914,302
Avg per participant High balance/head
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Official DOL plan name: Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan · Sponsored by Charlton Consulting Group Inc. · Maryland · Professional & Technical Services

$4M in assets, 4 participants

Charlton Consulting Group Inc.'s Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,309 in Professional & Technical Services (20,321 peers)

Charlton Consulting Group Inc. multi-year trail

Charlton Consulting Group Inc.'s plans moved +60.3% in assets from 2022 to 2024; this filing shows Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan at $4M / 4 participants.

#7,309
in Professional & Technical Services (20,321 peers)
+28.9%
assets growth YoY

Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$3,657,208 39th percentile higher than 39% 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

Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan reported net income rose from -$653K in the plan year 2022 filing to $820K in the plan year 2023 filing.
  • Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200934371 · Charlton Consulting Group Inc. PY 2023 · 401(k)

Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan · $4M · 4 · 39th

  • EOY $4M
  • EOY 4
  • EOY 39th
  • EOY 401(k)
  • EOY near Tao Trung Nguyen, M.D., Inc. 401 K Profit Sharing Plan
  • EOY ind #7309

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 Maryland →

Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Charlton Consulting Group Inc. 401(k) and Profit Sharing PlanCharlton Consulting Group In…$4MTao Trung Nguyen, M.D., Inc. 401 K Profit Sharing PlanTao Trung Nguyen, M.D., Inc.…$4MBraille Works International Inc. 401(k) PlanBraille Works International …$4MPrimary Arms, LLC 401(k) Plan$4MReal Estate Equities Retirement PlanReal Estate Equities Retirem…$4M
End-of-year total assets ($M) among Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Charlton Consulting Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charlton Consulting Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 60.26337394016452% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.84M $4.55M ▲ +60.2%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $4M
2024 1 4 $5M

Charlton Consulting Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$820K
Employer EIN200934371
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.003657208 · Participants: 4Charlton Consulting Group Inc. 401(k) and Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Tao Trung Nguyen, M.D., Inc. 401 K Profit Sharing Plan in CA ($4M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan grew sharply - up 28.9% during 2023, from $3M to $4M. Reported net income was $820K.
How have Charlton Consulting Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlton Consulting Group Inc.'s sponsor-wide assets grew 60.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tao Trung Nguyen, M.D., Inc. 401 K Profit Sharing Plan in CA ($4M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Charlton Consulting Group Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 200934371.

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.