401(k) · DOL Form 5500 · 2023

Chartwell Operations LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
230
Participants Below avg headcount
45th
Percentile by assets National rank
$22,604
Avg per participant Low balance/head
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Official DOL plan name: Chartwell Operations LLC Multiple Employer 401(k) Plan · Sponsored by Chartwell Operations LLC · New York · Manufacturing

$5M in assets, 230 participants

Chartwell Operations LLC's Chartwell Operations LLC Multiple Employer 401(k) Plan reported $5M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,305 in Manufacturing (18,722 peers)

Coverage in New York

Chartwell Operations LLC Multiple Employer 401(k) Plan covers 230 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $5M.

#5,305
in Manufacturing (18,722 peers)
+53.8%
assets growth YoY

Chartwell Operations LLC Multiple Employer 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Chartwell Operations LLC Multiple Employer 401(k) Plan vs every filed plan by assets

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

$5,198,942 45th percentile higher than 45% 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

Chartwell Operations LLC Multiple Employer 401(k) 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. Chartwell Operations LLC Multiple Employer 401(k) Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chartwell Operations LLC Multiple Employer 401(k) Plan reported net income rose from $9K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Chartwell Operations LLC Multiple Employer 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Chartwell Operations LLC Multiple Employer 401(k) Plan reported participants rose from 170 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 465273721 · Chartwell Operations LLC PY 2023 · 401(k)

Chartwell Operations LLC Multiple Employer 401(k) Plan · $5M · 230 · 45th

  • EIN $5M
  • EIN 230
  • EIN 45th
  • EIN 401(k)
  • EIN near Blue Max Trucking, Inc. 401(k) Plan
  • EIN ind #5305

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 New York →

Chartwell Operations LLC Multiple Employer 401(k) Plan in the asset neighbourhood

Chartwell Operations LLC Multiple Employer 401(k) PlanChartwell Operations LLC Mul…$5MBlue Max Trucking, Inc. 401(k) PlanBlue Max Trucking, Inc. 401(…$5MMortgages Unlimited, Inc. 401(k) PlanMortgages Unlimited, Inc. 40…$5MThe 401(k) Plan$5MInstitute for Functional Medicine 401(k) PlanInstitute for Functional Med…$5M
End-of-year total assets ($M) among Chartwell Operations LLC Multiple Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN465273721
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chartwell Operations LLC)

Sponsor-wide plan assets over time

All Chartwell Operations LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 111.8837822685268% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.38M $7.16M ▲ +111.8%
Year Plans Participants Total Assets
2022 1 170 $3M
2023 1 230 $5M
2024 1 235 $7M

Nearby 401(k) Plans in New York

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

Chartwell Operations LLC Multiple Employer 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Chartwell Operations LLC Multiple Employer 401(k) Plan, Total assets ($B): 0.005198942 · Participants: 230Chartwell Operations LLC Multiple Employer 401(k) PlanIBM 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
Chartwell Operations LLC Multiple Employer 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Chartwell Operations LLC Multiple Employer 401(k) Plan side-by-side with 3 peers →

Chartwell Operations LLC Multiple Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Blue Max Trucking, Inc. 401(k) Plan in NC ($5M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Chartwell Operations LLC Multiple Employer 401(k) Plan assets move in 2023? ▼
Chartwell Operations LLC Multiple Employer 401(k) Plan surged - up 53.8% during 2023, from $3M to $5M. Reported net income was $2M.
How have Chartwell Operations LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chartwell Operations LLC's sponsor-wide assets grew 111.9%, from $3M to $7M.
Which 401(k) plans are similar in size to Chartwell Operations LLC Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Max Trucking, Inc. 401(k) Plan in NC ($5M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Chartwell Operations LLC Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 465273721.

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.