401(k) · DOL Form 5500 · 2023

Charter Contracting Company, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
94
Participants Small participant base
69th
Percentile by assets National rank
$173,946
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charter Contracting Company, LLC 401(k) Retirement Plan · Sponsored by Charter Contracting Company, LLC · Massachusetts · Administrative & Support Services

$16M in assets, 94 participants

Charter Contracting Company, LLC's Charter Contracting Company, LLC 401(k) Retirement Plan reported $16M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,653 in Administrative & Support Services (4,372 peers)

Charter Contracting Company, LLC multi-year trail

Charter Contracting Company, LLC's plans moved +47.1% in assets from 2022 to 2024; this filing shows Charter Contracting Company, LLC 401(k) Retirement Plan at $16M / 94 participants.

#3,653
in Administrative & Support Services (4,372 peers)
+29.0%
assets growth YoY

Charter Contracting Company, LLC 401(k) Retirement Plan's outsized position by total assets

Charter Contracting Company, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$16,350,883 Top 31% higher than 69% 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

Charter Contracting Company, LLC 401(k) Retirement 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. Charter Contracting Company, LLC 401(k) Retirement Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter Contracting Company, LLC 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Charter Contracting Company, LLC 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Charter Contracting Company, LLC 401(k) Retirement Plan reported participants fell from 108 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 472200775 · Charter Contracting Company, LLC PY 2023 · 401(k)

Charter Contracting Company, LLC 401(k) Retirement Plan · $16M · 94 · 69th

  • NET $16M
  • BOOK 94
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Community Mental Health Center, Inc. Employees Retirement Plan
  • EBSA ind #3653

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Charter Contracting Company, LLC 401(k) Retirement Plan in the asset neighbourhood

Charter Contracting Company, LLC 401(k) Retirement PlanCharter Contracting Company,…$16MCommunity Mental Health Center, Inc. Employees Retirement PlanCommunity Mental Health Cent…$16MQuaker Maid Meats, Inc. 401(k) Profit Sharing PlanQuaker Maid Meats, Inc. 401(…$16MAnalytic Stress Relieving, Inc. 401(k) Profit Sharing PlanAnalytic Stress Relieving, I…$16MBlock Imaging International, Inc. 401(k) Profit Sharing PlanBlock Imaging International,…$16M
End-of-year total assets ($M) among Charter Contracting Company, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Charter Contracting Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Charter Contracting Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 47.14083499766266% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.7M $18.7M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 108 $13M
2023 1 94 $16M
2024 1 91 $19M

Charter Contracting Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN472200775
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Charter Contracting Company, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Charter Contracting Company, LLC 401(k) Retirement Plan, Total assets ($B): 0.016350883 · Participants: 94Charter Contracting Company, LLC 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Charter Contracting Company, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Charter Contracting Company, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Community Mental Health Center, Inc. Employees Retirement Plan in IN ($16M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

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 Charter Contracting Company, LLC 401(k) Retirement Plan assets move in 2023?
Charter Contracting Company, LLC 401(k) Retirement Plan grew sharply - up 29.0% during 2023, from $13M to $16M. Reported net income was $4M.
How have Charter Contracting Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Charter Contracting Company, LLC's sponsor-wide assets grew 47.1%, from $13M to $19M.
Which 401(k) plans are similar in size to Charter Contracting Company, LLC 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Community Mental Health Center, Inc. Employees Retirement Plan in IN ($16M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Charter Contracting Company, LLC 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M in assets).