401(k) · DOL Form 5500 · 2023

Charms LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
392
Participants Below avg headcount
81st
Percentile by assets National rank
$86,642
Avg per participant Below avg balance/head
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Official DOL plan name: Charms Employees Retirement and Savings Plan · Sponsored by Charms LLC · Illinois · Manufacturing

$34M in assets, 392 participants

Charms LLC's Charms Employees Retirement and Savings Plan reported $34M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,691 in Manufacturing (18,722 peers)

Where Charms Employees Retirement and Savings Plan sits by assets

Charms Employees Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $34M for 392 participants (~$86,642/participant), up 12.0% in 2023.

#13,691
in Manufacturing (18,722 peers)
+12.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Charms Employees Retirement and Savings Plan's outsized position by total assets

Charms Employees Retirement and Savings Plan vs every filed plan by assets

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

$33,963,526 Top 19% higher than 81% 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

Charms Employees Retirement and Savings 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. Charms Employees Retirement and Savings Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charms Employees Retirement and Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Charms Employees Retirement and Savings Plan reported participants rose from 309 in the plan year 2022 filing to 392 in the plan year 2023 filing.
  • Charms Employees Retirement and Savings Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364119865 · Charms LLC PY 2023 · 401(k)

Charms Employees Retirement and Savings Plan · $34M · 392 · 81st

  • PCT $34M
  • EIN 392
  • RANK 81st
  • PHOTO 401(k)
  • IND near Totalmed Staffing, Inc. 401(k) Profit Sharing Plan and Trust
  • EOY ind #13691

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 Illinois →

Charms Employees Retirement and Savings Plan in the asset neighbourhood

Elephant Insurance Services, LLC 401(k) PlanElephant Insurance Services,…$34MSenior Resource Group 401(k) Retirement PlanSenior Resource Group 401(k)…$34MCharms Employees Retirement and Savings PlanCharms Employees Retirement …$34MTotalmed Staffing, Inc. 401(k) Profit Sharing Plan and TrustTotalmed Staffing, Inc. 401(…$34MProthena Biosciences Inc 401(k) PlanProthena Biosciences Inc 401…$34M
End-of-year total assets ($M) among Charms Employees Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN364119865
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charms LLC)

Sponsor-wide plan assets over time

All Charms LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 17.472892798066603% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30.3M $35.6M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 309 $30M
2023 1 392 $34M
2024 1 459 $36M

Nearby 401(k) Plans in Illinois

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

Charms Employees Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Charms Employees Retirement and Savings Plan, Total assets ($B): 0.033963526 · Participants: 392Charms Employees Retirement and Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Charms Employees Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Charms Employees Retirement and Savings Plan side-by-side with 3 peers →

Charms Employees Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Totalmed Staffing, Inc. 401(k) Profit Sharing Plan and Trust in WI ($34M); by covered participants it is Heska Corporation 401(k) Plan in CO (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Charms Employees Retirement and Savings Plan assets move in 2023? ▼
Charms Employees Retirement and Savings Plan grew at a solid clip - up 12.0% during 2023, from $30M to $34M. Reported net income was $4M.
How have Charms LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charms LLC's sponsor-wide assets grew 17.5%, from $30M to $36M.
Where does Charms Employees Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Charms Employees Retirement and Savings Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charms Employees Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Totalmed Staffing, Inc. 401(k) Profit Sharing Plan and Trust in WI ($34M, 2,814 participants).
Which 401(k) plans cover a similar participant headcount to Charms Employees Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heska Corporation 401(k) Plan in CO (392 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 364119865.

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.