Profit Sharing · DOL Form 5500 · 2023

Chartwell Seventeen Advisory Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chartwell Seventeen Advisory Group Inc. Retirement Plan · Sponsored by Chartwell Seventeen Advisory Group Inc. · New York · Professional & Technical Services

$1M in assets, 1 participants

Chartwell Seventeen Advisory Group Inc.'s Chartwell Seventeen Advisory Group Inc. Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,944 in Professional & Technical Services (20,321 peers)

Chartwell Seventeen Advisory Group Inc. multi-year trail

Chartwell Seventeen Advisory Group Inc.'s plans moved +76.6% in assets from 2022 to 2024; this filing shows Chartwell Seventeen Advisory Group Inc. Retirement Plan at $1M / 1 participant.

#3,944
in Professional & Technical Services (20,321 peers)
+98.3%
assets growth YoY

Chartwell Seventeen Advisory Group Inc. Retirement Plan among the smaller filed plans by assets

Chartwell Seventeen Advisory Group Inc. Retirement Plan vs every filed plan by assets

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

$1,059,282 24th percentile higher than 24% 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

Chartwell Seventeen Advisory Group Inc. Retirement 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. Chartwell Seventeen Advisory Group Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chartwell Seventeen Advisory Group Inc. Retirement Plan reported net income rose from $33K in the plan year 2022 filing to $525K in the plan year 2023 filing.
  • Chartwell Seventeen Advisory Group Inc. Retirement Plan end-of-year assets rose from $534K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 454951102 · Chartwell Seventeen Advisory Group Inc. PY 2023 · Profit Sharing

Chartwell Seventeen Advisory Group Inc. Retirement Plan · $1M · 1 · 24th

  • SCH $1M
  • SCH 1
  • SCH 24th
  • SCH Profit Sharing
  • SCH near Soma Construction P-S Plan
  • SCH ind #3944

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 New York →

Chartwell Seventeen Advisory Group Inc. Retirement Plan in the asset neighbourhood

Chartwell Seventeen Advisory Group Inc. Retirement PlanChartwell Seventeen Advisory…$1MSoma Construction P-S Plan$1MPeterson Manufacturing Companies Inc. Retirement PlanPeterson Manufacturing Compa…$1MAxel Wilberto Velez Santiago Csp Retirement PlanAxel Wilberto Velez Santiago…$1MAngel B. Malave Gomez Retirement PlanAngel B. Malave Gomez Retire…$1M
End-of-year total assets ($M) among Chartwell Seventeen Advisory Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Chartwell Seventeen Advisory Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chartwell Seventeen Advisory Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$943K 76.57649898236029% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.53M $0.94M ▲ +77.4%
Year Plans Participants Total Assets
2022 1 1 $534K
2023 1 1 $1M
2024 1 1 $943K

Chartwell Seventeen Advisory Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$534K
Net Assets (End of Year)$1M
Net Income$525K
Employer EIN454951102
Plan Effective Date2012-04-03
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Chartwell Seventeen Advisory Group Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Chartwell Seventeen Advisory Group Inc. Retirement Plan, Total assets ($B): 0.001059282 · Participants: 1Chartwell Seventeen Advisory Group Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Chartwell Seventeen Advisory Group Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Chartwell Seventeen Advisory Group Inc. Retirement Plan side-by-side with 3 peers →

Chartwell Seventeen Advisory Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Soma Construction P-S Plan in MN ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Chartwell Seventeen Advisory Group Inc. Retirement Plan assets move in 2023? ▼
Chartwell Seventeen Advisory Group Inc. Retirement Plan surged - up 98.3% during 2023, from $534K to $1M. Reported net income was $525K.
How have Chartwell Seventeen Advisory Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chartwell Seventeen Advisory Group Inc.'s sponsor-wide assets grew 76.6%, from $534K to $943K.
Where does Chartwell Seventeen Advisory Group Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Chartwell Seventeen Advisory Group Inc. Retirement Plan ranks in the 24th 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 Profit Sharing plans are similar in size to Chartwell Seventeen Advisory Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Soma Construction P-S Plan in MN ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Chartwell Seventeen Advisory Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 454951102.

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.