401(k) · DOL Form 5500 · 2023

The Chartis Group, LLC 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
628
Participants Below avg headcount
92nd
Percentile by assets National rank
$182,969
Avg per participant Above avg balance/head
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Official DOL plan name: Chartis Group, LLC 401(k) Plan · Sponsored by The Chartis Group, LLC · Illinois · Finance & Insurance

$115M in assets, 628 participants

The Chartis Group, LLC's Chartis Group, LLC 401(k) Plan reported $115M in total assets and 628 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,797 in Finance & Insurance (8,869 peers)

Where Chartis Group, LLC 401(k) Plan sits by assets

Chartis Group, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $115M for 628 participants (~$182,969/participant), up 38.3% in 2023.

#7,797
in Finance & Insurance (8,869 peers)
+38.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Chartis Group, LLC 401(k) Plan's outsized position by total assets

Chartis Group, LLC 401(k) Plan vs every filed plan by assets

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

$114,904,471 Top 8% higher than 92% 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

Chartis Group, 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. Chartis Group, LLC 401(k) Plan sits mid-pack in the medium band (628 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chartis Group, LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Chartis Group, LLC 401(k) Plan end-of-year assets rose from $83M in the plan year 2022 filing to $115M in the plan year 2023 filing.
  • Chartis Group, LLC 401(k) Plan reported participants rose from 495 in the plan year 2022 filing to 628 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364450952 · The Chartis Group, LLC PY 2023 · 401(k)

Chartis Group, LLC 401(k) Plan · $115M · 628 · 92nd

  • RANK $115M
  • RANK 628
  • RANK 92nd
  • RANK 401(k)
  • RANK near Regus Management Group, LLC 401(k) Savings Plan
  • RANK ind #7797

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 Finance & Insurance retirement plans → · Plans in Illinois →

Chartis Group, LLC 401(k) Plan in the asset neighbourhood

Grocery Outlet Inc. Retirement PlanGrocery Outlet Inc. Retireme…$115MBernhard, LLC 401(k) Plan$115MChartis Group, LLC 401(k) PlanChartis Group, LLC 401(k) Pl…$115MRegus Management Group, LLC 401(k) Savings PlanRegus Management Group, LLC …$115MUbisoft, Inc. 401(k) Plan$115M
End-of-year total assets ($M) among Chartis Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$115M
Net Income$32M
Employer EIN364450952
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Chartis Group, LLC)

Sponsor-wide plan assets over time

All The Chartis Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$159M 90.76614841319845% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $83.1M $159M ▲ +90.8%
Year Plans Participants Total Assets
2022 1 495 $83M
2023 1 628 $115M
2024 1 759 $159M

Nearby 401(k) Plans in Illinois

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

Chartis Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Chartis Group, LLC 401(k) Plan, Total assets ($B): 0.114904471 · Participants: 628Chartis Group, LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Chartis Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Chartis Group, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Regus Management Group, LLC 401(k) Savings Plan in TX ($115M); by covered participants it is Lax, LLC 401(k) Plan in MA (628 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (628 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 Chartis Group, LLC 401(k) Plan assets move in 2023? ▼
Chartis Group, LLC 401(k) Plan surged - up 38.3% during 2023, from $83M to $115M. Reported net income was $32M.
How have The Chartis Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Chartis Group, LLC's sponsor-wide assets grew 90.8%, from $83M to $159M.
Where does Chartis Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Chartis Group, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Chartis Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regus Management Group, LLC 401(k) Savings Plan in TX ($115M, 2,352 participants).
Which 401(k) plans cover a similar participant headcount to Chartis Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lax, LLC 401(k) Plan in MA (628 participants, $3M 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 364450952.

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.