401(k)
2023 plan-year 401(k) DOL Form 5500

Charger Water Treatment Products LLC. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Charger Water Treatment Products · Illinois · Wholesale Trade

What the 2023 filing shows

Charger Water Treatment Products LLC. 401(k) Plan holds $9M for 131 participants — about $70,712 per participant, down 27.1% over the 2023 plan year.

$9M
total plan assets (2023 EOY)
131
covered participants
$70,712
avg assets per participant
-27.1%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$9M
Participants
131
State
Industry
Wholesale Trade

What the Filing Says About Charger Water Treatment Products LLC. 401(k) Plan

Charger Water Treatment Products LLC. 401(k) Plan is a 401(k) retirement plan sponsored by Charger Water Treatment Products, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 131 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 364187165, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2023 to $9M at year-end — a decline of 27.1%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-3,450,146 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-3,450,146
Plan Type401(k)
Employer EIN364187165
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charger Water Treatment Products)

Year Plans Participants Total Assets
2023 1 131 $9M
2024 1 146 $10M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Charger Water Treatment Products LLC. 401(k) Plan?
As of the 2023 Form 5500 filing, Charger Water Treatment Products LLC. 401(k) Plan holds $9M in total assets with 131 participants. It is sponsored by Charger Water Treatment Products.
What type of plan is Charger Water Treatment Products LLC. 401(k) Plan?
Charger Water Treatment Products LLC. 401(k) Plan is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 364187165.
Who sponsors the Charger Water Treatment Products LLC. 401(k) Plan?
Charger Water Treatment Products LLC. 401(k) Plan is sponsored by Charger Water Treatment Products, located in Illinois. The sponsor's EIN is 364187165 and the plan operates in the Wholesale Trade industry.
How did Charger Water Treatment Products LLC. 401(k) Plan perform in 2023?
Charger Water Treatment Products LLC. 401(k) Plan declined by 27.1% during 2023, moving from $13M to $9M in total assets. Net income was $-3,450,146.
Where can I find official filings for Charger Water Treatment Products LLC. 401(k) Plan?
Official Form 5500 filings for Charger Water Treatment Products LLC. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364187165 or plan name at efast.dol.gov.
How does Charger Water Treatment Products LLC. 401(k) Plan compare to other plans?
You can compare Charger Water Treatment Products LLC. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 364187165.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.