401(k) · DOL Form 5500 · 2023

Charm Sciences, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
357
Participants Below avg headcount
83rd
Percentile by assets National rank
$116,034
Avg per participant Below avg balance/head
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Official DOL plan name: Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Charm Sciences, Inc. · Massachusetts · Manufacturing

$41M in assets, 357 participants

Charm Sciences, Inc.'s Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust reported $41M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,311 in Manufacturing (18,722 peers)

Where Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust sits by assets

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $41M for 357 participants (~$116,034/participant), up 19.3% in 2023.

#14,311
in Manufacturing (18,722 peers)
+19.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$41,424,279 Top 17% higher than 83% 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

Charm Sciences, 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. Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 296 in the plan year 2022 filing to 357 in the plan year 2023 filing.
  • Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042635968 · Charm Sciences, Inc. PY 2023 · 401(k)

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust · $41M · 357 · 83rd

  • NET $41M
  • NET 357
  • NET 83rd
  • NET 401(k)
  • NET near Lozano Smith 401(k) Profit Sharing Plan
  • NET ind #14311

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 Massachusetts →

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Leadec Corp. 401(k) Plan$41MBrayman Construction Corporation Savings & Profit Sharing PlanBrayman Construction Corpora…$41MR.C. Hedreen Company Retirement Savings PlanR.C. Hedreen Company Retirem…$41MCharm Sciences, Inc. 401(k) Profit Sharing Plan & TrustCharm Sciences, Inc. 401(k) …$41MLozano Smith 401(k) Profit Sharing PlanLozano Smith 401(k) Profit S…$41M
End-of-year total assets ($M) among Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN042635968
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charm Sciences, Inc.)

Sponsor-wide plan assets over time

All Charm Sciences, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 33.38736030362455% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.7M $46.3M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 296 $35M
2023 1 357 $41M
2024 1 354 $46M

Nearby 401(k) Plans in Massachusetts

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

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.041424279 · Participants: 357Charm Sciences, Inc. 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lozano Smith 401(k) Profit Sharing Plan in CA ($41M); by covered participants it is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 19.3% during 2023, from $35M to $41M. Reported net income was $7M.
How have Charm Sciences, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charm Sciences, Inc.'s sponsor-wide assets grew 33.4%, from $35M to $46M.
Where does Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 83rd 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 Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lozano Smith 401(k) Profit Sharing Plan in CA ($41M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants, $9M 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 042635968.

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.