401(k) · DOL Form 5500 · 2023

New Charter Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
823
Participants Near avg headcount
83rd
Percentile by assets National rank
$47,945
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New Charter Technologies 401(k) Plan · Sponsored by New Charter Technologies, Inc. · Colorado · Professional & Technical Services

$39M in assets, 823 participants

New Charter Technologies, Inc.'s New Charter Technologies 401(k) Plan reported $39M in total assets and 823 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,994 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

New Charter Technologies 401(k) Plan covers 823 participants in Colorado, 2.2x the typical Colorado plan (state average ~376 per filing). Assets: $39M.

#16,994
in Professional & Technical Services (20,321 peers)
+258.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

New Charter Technologies 401(k) Plan's outsized position by total assets

New Charter Technologies 401(k) Plan vs every filed plan by assets

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

$39,459,046 Top 17% higher than 83% 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

New Charter Technologies 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. New Charter Technologies 401(k) Plan sits mid-pack in the medium band (823 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Charter Technologies 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • New Charter Technologies 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • New Charter Technologies 401(k) Plan reported participants rose from 337 in the plan year 2022 filing to 823 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 842903212 · New Charter Technologies, Inc. PY 2023 · 401(k)

New Charter Technologies 401(k) Plan · $39M · 823 · 83rd

  • 5500 $39M
  • 5500 823
  • 5500 83rd
  • 5500 401(k)
  • 5500 near Bongards' Creameries 401(k) Plan
  • 5500 ind #16994

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 Professional & Technical Services retirement plans → · Plans in Colorado →

New Charter Technologies 401(k) Plan in the asset neighbourhood

New Charter Technologies 401(k) PlanNew Charter Technologies 401…$39MBongards' Creameries 401(k) PlanBongards' Creameries 401(k) …$39MKfg Financial Freedom Fund$39MCrabel Capital Management, LLC Retirement Savings PlanCrabel Capital Management, L…$39MCoast Central Credit Union Employee Retirement PlanCoast Central Credit Union E…$39M
End-of-year total assets ($M) among New Charter Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$39M
Net Income$9M
Employer EIN842903212
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Charter Technologies, Inc.)

Sponsor-wide plan assets over time

All New Charter Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 407.066844793262% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $11M $55.8M ▲ +407.1%
Year Plans Participants Total Assets
2022 1 337 $11M
2023 1 823 $39M
2024 1 962 $56M

Nearby 401(k) Plans in Colorado

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

New Charter Technologies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants New Charter Technologies 401(k) Plan, Total assets ($B): 0.039459046 · Participants: 823New Charter Technologies 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
New Charter Technologies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare New Charter Technologies 401(k) Plan side-by-side with 3 peers →

New Charter Technologies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Bongards' Creameries 401(k) Plan in MN ($39M); by covered participants it is Viking Group, Inc. Savings and Retirement Plan in MI (823 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (823 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 New Charter Technologies 401(k) Plan assets move in 2023? ▼
New Charter Technologies 401(k) Plan surged - up 258.4% during 2023, from $11M to $39M. Reported net income was $9M.
How have New Charter Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Charter Technologies, Inc.'s sponsor-wide assets grew 407.1%, from $11M to $56M.
Where does New Charter Technologies 401(k) Plan rank by assets among Form 5500 filers? ▼
New Charter Technologies 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to New Charter Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bongards' Creameries 401(k) Plan in MN ($39M, 558 participants).
Which 401(k) plans cover a similar participant headcount to New Charter Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Viking Group, Inc. Savings and Retirement Plan in MI (823 participants, $111M 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 842903212.

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.