ESOP · DOL Form 5500 · 2023

Charter Construction Transition Company, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
168
Participants Small participant base
68th
Percentile by assets National rank
$91,854
Avg per participant Below avg balance/head
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Official DOL plan name: Charter Construction, Inc. Employee Stock Ownership Plan · Sponsored by Charter Construction Transition Company, Inc. · Washington · Construction

$15M in assets, 168 participants

Charter Construction Transition Company, Inc.'s Charter Construction, Inc. Employee Stock Ownership Plan reported $15M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #5,994 in Construction (9,030 peers)

Coverage in Washington

Charter Construction, Inc. Employee Stock Ownership Plan covers 168 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $15M.

#5,994
in Construction (9,030 peers)
+8.5%
assets growth YoY

Charter Construction, Inc. Employee Stock Ownership Plan's outsized position by total assets

Charter Construction, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,431,427 Top 32% higher than 68% 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

Charter Construction, Inc. Employee Stock Ownership 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. Charter Construction, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (168 participants).

Plan-year Form 5500 strip

Filing strip 874112890 · Charter Construction Transition Company, Inc. PY 2023 · ESOP

Charter Construction, Inc. Employee Stock Ownership Plan · $15M · 168 · 68th

  • BOY $15M
  • SCH 168
  • EBSA 68th
  • PART ESOP
  • TYPE near Merit Construction Company Employee Stock Ownership Plan
  • NET ind #5994

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 What is an ESOP? → · Plans in Washington →

Charter Construction, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Amusement Group Holdings, Inc. ESOPAmusement Group Holdings, In…$15MCharter Construction, Inc. Employee Stock Ownership PlanCharter Construction, Inc. E…$15MMerit Construction Company Employee Stock Ownership PlanMerit Construction Company E…$15MMacpherson's Employee Stock Ownership PlanMacpherson's Employee Stock …$15MParasec Employee Stock Ownership Plan and TrustParasec Employee Stock Owner…$15M
End-of-year total assets ($M) among Charter Construction, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN874112890
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Construction Transition Company, Inc.)

Sponsor-wide plan assets over time

All Charter Construction Transition Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 44.89526470883088% vs 2023
2024 filing year
$5M$10M$15M$20M 20232024 $15.4M $8.5M ▼ -44.9%
Year Plans Participants Total Assets
2023 1 168 $15M
2024 1 143 $9M

Nearby ESOP Plans in Washington

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

Charter Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -101234 Total assets ($B) Participants Charter Construction, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.015431427 · Participants: 168Charter Construction, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Charter Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Charter Construction, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Charter Construction, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Merit Construction Company Employee Stock Ownership Plan in GA ($15M); by covered participants it is Kitware, Inc. Employee Ownership Plan in NY (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Charter Construction, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Charter Construction, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.5% during 2023, from $14M to $15M. Reported net income was $1M.
How have Charter Construction Transition Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Charter Construction Transition Company, Inc.'s sponsor-wide assets declined 44.9%, from $15M to $9M.
Which ESOP plans are similar in size to Charter Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Merit Construction Company Employee Stock Ownership Plan in GA ($15M, 67 participants).
Which ESOP plans cover a similar participant headcount to Charter Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kitware, Inc. Employee Ownership Plan in NY (168 participants, $15M 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 874112890.

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.