401(k) · DOL Form 5500 · 2023
Charter Manufacturing Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $455M
- Total assets Above avg plan size
- 2,261
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $201,054
- Avg per participant Above avg balance/head
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.
- #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.
- #17,884
- in Manufacturing (18,722 peers)
- +16.9%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan's outsized position 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's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan lands in the large band (2,261 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
DOL schedule card
Filing strip 391138388 · Charter Manufacturing Company, Inc. PY 2023 · 401(k)
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan · $455M · 2,261 · 97th
- PHOTO $455M
- IND 2,261
- EOY 97th
- 5500 401(k)
- ASSETS near Eyecare Partners 401(k) Plan
- PCT ind #17884
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 Wisconsin →
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Charter Manufacturing Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $503M 29.443071936575283% vs 2022
- 2024 filing year
| 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.
- 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
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Eyecare Partners 401(k) Plan in MO ($455M); by covered participants it is Ceridian Savings and Investment Plan in MN (2,261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($455M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,261 participants); asset peers above are excluded.
- Ceridian Savings and Investment Plan (MN) 2,261 · 0 off
- Hawaiian Airlines, Inc. 401(k) Plan for Flight Attendants (HI) 2,261 · 0 off
- Pra Group, Inc. 401(k) Plan (VA) 2,261 · 0 off
- Gastro Health 401(k) Retirement Plan (FL) 2,262 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.