Money Purchase · DOL Form 5500 · 2023
Charm-Tex, Inc Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $227,364
- Avg per participant Above avg balance/head
Official DOL plan name: Charm-Tex, Inc. Money Purchase Plan · Sponsored by Charm-Tex, Inc · New York · Manufacturing
$2M in assets, 9 participants
Charm-Tex, Inc's Charm-Tex, Inc. Money Purchase Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #2,841 in Manufacturing (18,722 peers)
Charm-Tex, Inc multi-year trail
Charm-Tex, Inc's plans moved +14.7% in assets from 2022 to 2024; this filing shows Charm-Tex, Inc. Money Purchase Plan at $2M / 9 participants.
- #2,841
- in Manufacturing (18,722 peers)
- -5.0%
- assets change YoY
The plan reported a net loss of $108K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charm-Tex, Inc. Money Purchase Plan among the smaller filed plans by assets
Charm-Tex, Inc. Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,046,276 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Charm-Tex, Inc. Money Purchase 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. Charm-Tex, Inc. Money Purchase Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charm-Tex, Inc. Money Purchase Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 112582405 · Charm-Tex, Inc PY 2023 · Money Purchase
Charm-Tex, Inc. Money Purchase Plan · $2M · 9 · 31st
- VS-ST $2M
- BOY 9
- SCH 31st
- EBSA Money Purchase
- PART near Illinois School Bus Co., Inc. Money Purchase Pension Plan & Trust
- TYPE ind #2841
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 Manufacturing retirement plans → · Plans in New York →
Charm-Tex, Inc. Money Purchase Plan in the asset neighbourhood
Charm-Tex, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Charm-Tex, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 14.6761226322342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 19 | $4M |
| 2023 | 2 | 19 | $4M |
| 2024 | 2 | 19 | $4M |
Charm-Tex, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$108K |
| Employer EIN | 112582405 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Charm-Tex, Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Illinois School Bus Co., Inc. Money Purchase Pension Plan & Trust in IL ($2M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Illinois School Bus Co., Inc. Money Purchase Pension Plan & Trust (IL) $2M · 98
- Childrens Urology Group Money Purchase Plan (FL) $2M · 24
- Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) (PR) $2M · 1
- Huntington Ingalls Industries, Inc. Nno Target Benefit Plan for Ees Covered by Uswa, Local 8888 Collective Bargaining Agreement (VA) $2M · 625
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Loberg & Loberg Money Purchase Plan (WI) 9 · 0 off
- Northeast Financial Consultants Inc (CT) 9 · 0 off
- Laboratorio Clinico Loiza Valley, Inc. Retirement Plan (PR) 9 · 0 off
- Nbcc Retirement Plan (UT) 9 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.