401(k) · DOL Form 5500 · 2023

Chartwell Hospitality, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
138
Participants Small participant base
46th
Percentile by assets National rank
$38,694
Avg per participant Low balance/head
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Official DOL plan name: Chartwell Hospitality, LLC 401(k) Plan · Sponsored by Chartwell Hospitality, LLC · Tennessee · Food Services & Accommodation

$5M in assets, 138 participants

Chartwell Hospitality, LLC's Chartwell Hospitality, LLC 401(k) Plan reported $5M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,021 in Food Services & Accommodation (3,828 peers)

Coverage in Tennessee

Chartwell Hospitality, LLC 401(k) Plan covers 138 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.

#3,021
in Food Services & Accommodation (3,828 peers)
+27.1%
assets growth YoY

Chartwell Hospitality, LLC 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Chartwell Hospitality, LLC 401(k) Plan vs every filed plan by assets

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

$5,339,763 46th percentile higher than 46% 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

Chartwell Hospitality, LLC 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. Chartwell Hospitality, LLC 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chartwell Hospitality, LLC 401(k) Plan reported net income rose from -$420K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Chartwell Hospitality, LLC 401(k) Plan reported participants fell from 562 in the plan year 2022 filing to 138 in the plan year 2023 filing.
  • Chartwell Hospitality, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200139253 · Chartwell Hospitality, LLC PY 2023 · 401(k)

Chartwell Hospitality, LLC 401(k) Plan · $5M · 138 · 46th

  • TYPE $5M
  • TYPE 138
  • TYPE 46th
  • TYPE 401(k)
  • TYPE near Fiesta Jewelry Corporation Profit Sharing Plan
  • TYPE ind #3021

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 Food Services & Accommodation retirement plans → · Plans in Tennessee →

Chartwell Hospitality, LLC 401(k) Plan in the asset neighbourhood

Chartwell Hospitality, LLC 401(k) PlanChartwell Hospitality, LLC 4…$5MFiesta Jewelry Corporation Profit Sharing PlanFiesta Jewelry Corporation P…$5MCox Transfer, Inc. 401(k) PlanCox Transfer, Inc. 401(k) Pl…$5MConstellium Automotive USA, LLC Plan for Union EmployeesConstellium Automotive USA, …$5MThe Townshend Group 401(k) PlanThe Townshend Group 401(k) P…$5M
End-of-year total assets ($M) among Chartwell Hospitality, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN200139253
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chartwell Hospitality, LLC)

Sponsor-wide plan assets over time

All Chartwell Hospitality, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.08002827299144% vs 2022
2023 filing year
$4M$4.5M$5M$5.5M 20222023 $4.2M $5.34M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 562 $4M
2023 1 138 $5M

Nearby 401(k) Plans in Tennessee

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

Chartwell Hospitality, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Chartwell Hospitality, LLC 401(k) Plan, Total assets ($B): 0.005339763 · Participants: 138Chartwell Hospitality, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Chartwell Hospitality, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Chartwell Hospitality, LLC 401(k) Plan side-by-side with 3 peers →

Chartwell Hospitality, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Fiesta Jewelry Corporation Profit Sharing Plan in RI ($5M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Chartwell Hospitality, LLC 401(k) Plan assets move in 2023? ▼
Chartwell Hospitality, LLC 401(k) Plan grew sharply - up 27.1% during 2023, from $4M to $5M. Reported net income was $1M.
How have Chartwell Hospitality, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Chartwell Hospitality, LLC's sponsor-wide assets grew 27.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Chartwell Hospitality, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiesta Jewelry Corporation Profit Sharing Plan in RI ($5M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Chartwell Hospitality, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 200139253.

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.