401(k) · DOL Form 5500 · 2023

Charlesbridge Publishing, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
24
Participants Small participant base
49th
Percentile by assets National rank
$259,360
Avg per participant Above avg balance/head
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Official DOL plan name: Charlesbridge Publishing 401(k) Plan · Sponsored by Charlesbridge Publishing, Inc. · Massachusetts · Information & Media

$6M in assets, 24 participants

Charlesbridge Publishing, Inc.'s Charlesbridge Publishing 401(k) Plan reported $6M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #939 in Information & Media (2,818 peers)

Charlesbridge Publishing, Inc. multi-year trail

Charlesbridge Publishing, Inc.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Charlesbridge Publishing 401(k) Plan at $6M / 24 participants.

#939
in Information & Media (2,818 peers)
+17.0%
assets growth YoY

Charlesbridge Publishing 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Charlesbridge Publishing 401(k) Plan vs every filed plan by assets

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

$6,224,639 49th percentile higher than 49% 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

Charlesbridge Publishing 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charlesbridge Publishing 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charlesbridge Publishing 401(k) Plan reported net income rose from -$622K in the plan year 2022 filing to $905K in the plan year 2023 filing.
  • Charlesbridge Publishing 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Charlesbridge Publishing 401(k) Plan reported participants fell from 26 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042711808 · Charlesbridge Publishing, Inc. PY 2023 · 401(k)

Charlesbridge Publishing 401(k) Plan · $6M · 24 · 49th

  • 5500 $6M
  • ASSETS 24
  • PCT 49th
  • EIN 401(k)
  • RANK near Trimark Associates, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #939

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 Information & Media retirement plans → · Plans in Massachusetts →

Charlesbridge Publishing 401(k) Plan in the asset neighbourhood

Charlesbridge Publishing 401(k) PlanCharlesbridge Publishing 401…$6MTrimark Associates, Inc. 401(k) Profit Sharing PlanTrimark Associates, Inc. 401…$6MMedbridge, Inc. 401(k) Plan$6MEasy Street 401(k) Retirement PlanEasy Street 401(k) Retiremen…$6MZacros America Employees' 401(k) PlanZacros America Employees' 40…$6M
End-of-year total assets ($M) among Charlesbridge Publishing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Charlesbridge Publishing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charlesbridge Publishing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 35.99629044541538% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.32M $7.23M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 26 $5M
2023 1 24 $6M
2024 1 28 $7M

Charlesbridge Publishing, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$905K
Employer EIN042711808
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Charlesbridge Publishing 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Charlesbridge Publishing 401(k) Plan, Total assets ($B): 0.006224639 · Participants: 24Charlesbridge Publishing 401(k) PlanFidelity 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
Charlesbridge Publishing 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Charlesbridge Publishing 401(k) Plan side-by-side with 3 peers →

Charlesbridge Publishing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Trimark Associates, Inc. 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Charlesbridge Publishing 401(k) Plan assets move in 2023? ▼
Charlesbridge Publishing 401(k) Plan grew sharply - up 17.0% during 2023, from $5M to $6M. Reported net income was $905K.
How have Charlesbridge Publishing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlesbridge Publishing, Inc.'s sponsor-wide assets grew 36.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Charlesbridge Publishing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trimark Associates, Inc. 401(k) Profit Sharing Plan in CA ($6M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Charlesbridge Publishing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 042711808.

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.