401(k) · DOL Form 5500 · 2023

Charter Homes Building Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
196
Participants Below avg headcount
65th
Percentile by assets National rank
$70,400
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charter Homes Building Company 401(k) Profit Sharing Plan · Sponsored by Charter Homes Building Company · Pennsylvania · Construction

$14M in assets, 196 participants

Charter Homes Building Company's Charter Homes Building Company 401(k) Profit Sharing Plan reported $14M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,789 in Construction (9,030 peers)

Coverage in Pennsylvania

Charter Homes Building Company 401(k) Profit Sharing Plan covers 196 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#5,789
in Construction (9,030 peers)
+26.2%
assets growth YoY

Charter Homes Building Company 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Charter Homes Building Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,798,418 Top 35% higher than 65% 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 Homes Building Company 401(k) Profit Sharing 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. Charter Homes Building Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter Homes Building Company 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Charter Homes Building Company 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Charter Homes Building Company 401(k) Profit Sharing Plan reported participants rose from 183 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232546580 · Charter Homes Building Company PY 2023 · 401(k)

Charter Homes Building Company 401(k) Profit Sharing Plan · $14M · 196 · 65th

  • EOY $14M
  • EOY 196
  • EOY 65th
  • EOY 401(k)
  • EOY near Charter West Bank Employees 401(k) Profit Sharing Plan and Trust
  • EOY ind #5789

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 Construction retirement plans → · Plans in Pennsylvania →

Charter Homes Building Company 401(k) Profit Sharing Plan in the asset neighbourhood

Charter Homes Building Company 401(k) Profit Sharing PlanCharter Homes Building Compa…$14MCharter West Bank Employees 401(k) Profit Sharing Plan and TrustCharter West Bank Employees …$14MSupplycore Inc. 401(k) Profit Sharing PlanSupplycore Inc. 401(k) Profi…$14MFort Worth Zoological Association Savings PlanFort Worth Zoological Associ…$14MGordon US, LLC 401(k) Profit Sharing PlanGordon US, LLC 401(k) Profit…$14M
End-of-year total assets ($M) among Charter Homes Building Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN232546580
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Homes Building Company)

Sponsor-wide plan assets over time

All Charter Homes Building Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 45.111311433345826% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.9M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 183 $11M
2023 1 196 $14M
2024 1 214 $16M

Nearby 401(k) Plans in Pennsylvania

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

Charter Homes Building Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Charter Homes Building Company 401(k) Profit Sharing Plan, Total assets ($B): 0.013798418 · Participants: 196Charter Homes Building Company 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Charter Homes Building Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Charter Homes Building Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Charter Homes Building Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Charter West Bank Employees 401(k) Profit Sharing Plan and Trust in NE ($14M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Charter Homes Building Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Charter Homes Building Company 401(k) Profit Sharing Plan grew sharply - up 26.2% during 2023, from $11M to $14M. Reported net income was $3M.
How have Charter Homes Building Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Homes Building Company's sponsor-wide assets grew 45.1%, from $11M to $16M.
Which 401(k) plans are similar in size to Charter Homes Building Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charter West Bank Employees 401(k) Profit Sharing Plan and Trust in NE ($14M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Charter Homes Building Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 participants, N/A 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 232546580.

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.