401(k) · DOL Form 5500 · 2023

Charter Manufacturing Company, Inc. 401(k) Plan

Data updated 2026-08-11

$455M
Total assets: 2,261
Participants: 97th
Percentile by assets: $201,054
Avg per participant

Official DOL plan name: Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan · Sponsored by Charter Manufacturing Company, Inc. · Wisconsin · Manufacturing

$455M in assets, 2,261 participants

Charter Manufacturing Company, Inc.'s Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan reported $455M in total assets and 2,261 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#17,884 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan covers 2,261 participants in Wisconsin, 4.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $455M.

$455M
total plan assets (2023 EOY): 2,261
covered participants: 97th
percentile by assets (of 127,072 plans): $201,054
avg assets per participant

Where Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan sits by total assets

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan vs every filed plan by assets

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

$454,583,744 Top 3% higher than 97% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan reported net income rose from -$77M in the plan year 2022 filing to $66M in the plan year 2023 filing.
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan end-of-year assets rose from $389M in the plan year 2022 filing to $455M in the plan year 2023 filing.
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan reported participants rose from 1,972 in the plan year 2022 filing to 2,261 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan reports 2,261 participants - 4.0x that state average ($455M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$389M
Net Assets (End of Year)	$455M
Net Income	$66M
Employer EIN	391138388
Plan Effective Date	1955-12-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Charter Manufacturing Company, Inc.)

Total plan assets by year, all Charter Manufacturing Company, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,972	$389M
2023	1	2,261	$455M
2024	1	2,333	$503M

Nearby 401(k) Plans in Wisconsin

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

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Charter Manufacturing Company, Inc. Prof… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan by total assets, not by location.

Eyecare Partners 401(k) Plan (MO) $455M · 6,287
Hyland Software 401(k) Plan (OH) $455M · 3,304
Capital Blue Cross Employee Savings Plan (PA) $454M · 2,250
Pegasystems Inc. 401(k) Plan (MA) $454M · 2,328

Frequently Asked Questions

How did Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan assets move in 2023? ▼

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan grew sharply - up 16.9% during 2023, from $389M to $455M. Reported net income was $66M.

How have Charter Manufacturing Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Charter Manufacturing Company, Inc.'s sponsor-wide assets grew 29.4%, from $389M to $503M.

Where does Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan rank by assets among Form 5500 filers? ▼

Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Eyecare Partners 401(k) Plan in MO ($455M, 6,287 participants).

Next read for Charter Manufacturing Company, Inc. Prof…

Filing takeaways

Ways to act on Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan's numbers.

By total assets, Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Charter Manufacturing Company, Inc.'s sponsor-wide assets have grown 29.4% since 2022 across 3 plan years on file. More Manufacturing plans

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 391138388.