401(k) · DOL Form 5500 · 2023

Executive Charge Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
126
Participants Small participant base
47th
Percentile by assets National rank
$44,706
Avg per participant Low balance/head
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Official DOL plan name: Executive Charge Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Executive Charge Inc · New York · Transportation & Warehousing

$6M in assets, 126 participants

Executive Charge Inc's Executive Charge Inc 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,578 in Transportation & Warehousing (3,362 peers)

Coverage in New York

Executive Charge Inc 401(k) Profit Sharing Plan & Trust covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $6M.

#1,578
in Transportation & Warehousing (3,362 peers)
+8.5%
assets growth YoY

Executive Charge Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Executive Charge Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,632,940 47th percentile higher than 47% 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

Executive Charge Inc 401(k) Profit Sharing Plan & Trust 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. Executive Charge Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Executive Charge Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $440K in the plan year 2023 filing.
  • Executive Charge Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 139 in the plan year 2022 filing to 126 in the plan year 2023 filing.
  • Executive Charge Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112456247 · Executive Charge Inc PY 2023 · 401(k)

Executive Charge Inc 401(k) Profit Sharing Plan & Trust · $6M · 126 · 47th

  • PART $6M
  • TYPE 126
  • NET 47th
  • BOOK 401(k)
  • VS-ST near Star Extruded Shapes, Inc. 401(k) Profit Sharing Plan
  • BOY ind #1578

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 Transportation & Warehousing retirement plans → · Plans in New York →

Executive Charge Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Executive Charge Inc 401(k) Profit Sharing Plan & TrustExecutive Charge Inc 401(k) …$6MStar Extruded Shapes, Inc. 401(k) Profit Sharing PlanStar Extruded Shapes, Inc. 4…$6MHistoric Hotels 401(k) Plan$6MOrthopaedic Medical Group of Tampa Bay, P. a. 401(k) PlanOrthopaedic Medical Group of…$6MOlameter Corporation 401(k) PlanOlameter Corporation 401(k) …$6M
End-of-year total assets ($M) among Executive Charge Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$440K
Employer EIN112456247
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Executive Charge Inc)

Sponsor-wide plan assets over time

All Executive Charge Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 54.81462517472795% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $10.4M $4.69M ▼ -54.9%
Year Plans Participants Total Assets
2022 2 278 $10M
2023 1 126 $6M
2024 1 115 $5M

Nearby 401(k) Plans in New York

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

Executive Charge Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Executive Charge Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00563294 · Participants: 126Executive Charge Inc 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Executive Charge Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Executive Charge Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Executive Charge Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Star Extruded Shapes, Inc. 401(k) Profit Sharing Plan in OH ($6M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Executive Charge Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Executive Charge Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 8.5% during 2023, from $5M to $6M. Reported net income was $440K.
How have Executive Charge Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Executive Charge Inc's sponsor-wide assets declined 54.8%, from $10M to $5M.
Which 401(k) plans are similar in size to Executive Charge Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Star Extruded Shapes, Inc. 401(k) Profit Sharing Plan in OH ($6M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Executive Charge Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 112456247.

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.