401(k) · DOL Form 5500 · 2023

Charlatte America 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
58
Participants Small participant base
25th
Percentile by assets National rank
$20,661
Avg per participant Low balance/head
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Official DOL plan name: Charlatte America 401(k) Plan · Sponsored by Charlatte America · Virginia · Manufacturing

$1M in assets, 58 participants

Charlatte America's Charlatte America 401(k) Plan reported $1M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,102 in Manufacturing (18,722 peers)

Charlatte America multi-year trail

Charlatte America's plans moved +119.8% in assets from 2022 to 2024; this filing shows Charlatte America 401(k) Plan at $1M / 58 participants.

#2,102
in Manufacturing (18,722 peers)
+41.4%
assets growth YoY

Charlatte America 401(k) Plan among the smaller filed plans by assets

Charlatte America 401(k) Plan vs every filed plan by assets

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

$1,198,316 25th percentile higher than 25% 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

Charlatte America 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charlatte America 401(k) Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charlatte America 401(k) Plan reported net income rose from $991 in the plan year 2022 filing to $351K in the plan year 2023 filing.
  • Charlatte America 401(k) Plan end-of-year assets rose from $848K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Charlatte America 401(k) Plan reported participants rose from 42 in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541678071 · Charlatte America PY 2023 · 401(k)

Charlatte America 401(k) Plan · $1M · 58 · 25th

  • PCT $1M
  • EIN 58
  • RANK 25th
  • PHOTO 401(k)
  • IND near Legacy Partners II 401(k) Plan
  • EOY ind #2102

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 Virginia →

Charlatte America 401(k) Plan in the asset neighbourhood

Charlatte America 401(k) Plan$1MLegacy Partners II 401(k) PlanLegacy Partners II 401(k) Pl…$1MPpr Land Company, Inc. 401(k) PlanPpr Land Company, Inc. 401(k…$1MReef Realty, Ltd. New Comparability 401(k) Profit Sharing PlanReef Realty, Ltd. New Compar…$1MProvenio Capital, Inc. 401(k) Profit Sharing PlanProvenio Capital, Inc. 401(k…$1M
End-of-year total assets ($M) among Charlatte America 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Charlatte America multi-year asset trail

Sponsor-wide plan assets over time

All Charlatte America plans reported in each filing year

Latest sponsor-wide plan assets
$2M 119.84956072723325% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.85M $1.86M ▲ +118.8%
Year Plans Participants Total Assets
2022 1 42 $848K
2023 1 58 $1M
2024 1 74 $2M

Charlatte America filing trail (2023)

Total Assets (Beginning of Year)$848K
Net Assets (End of Year)$1M
Net Income$351K
Employer EIN541678071
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Charlatte America 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Charlatte America 401(k) Plan, Total assets ($B): 0.001198316 · Participants: 58Charlatte America 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Charlatte America 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Charlatte America 401(k) Plan side-by-side with 3 peers →

Charlatte America 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Legacy Partners II 401(k) Plan in MI ($1M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Charlatte America 401(k) Plan assets move in 2023? ▼
Charlatte America 401(k) Plan surged - up 41.4% during 2023, from $848K to $1M. Reported net income was $351K.
How have Charlatte America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlatte America's sponsor-wide assets grew 119.8%, from $848K to $2M.
Where does Charlatte America 401(k) Plan rank by assets among Form 5500 filers? ▼
Charlatte America 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Charlatte America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legacy Partners II 401(k) Plan in MI ($1M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Charlatte America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K 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 541678071.

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.