401(k) · DOL Form 5500 · 2023

Charter Health Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
726
Participants Near avg headcount
59th
Percentile by assets National rank
$14,131
Avg per participant Low balance/head
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Official DOL plan name: Charter Health Holdings, Inc. 401(k) Plan · Sponsored by Charter Health Holdings, Inc. · Delaware · Healthcare & Social Assistance

$10M in assets, 726 participants

Charter Health Holdings, Inc.'s Charter Health Holdings, Inc. 401(k) Plan reported $10M in total assets and 726 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,456 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Charter Health Holdings, Inc. 401(k) Plan holds $10M for 726 participants - about $14,131 per participant, above the median plan by assets.

#11,456
in Healthcare & Social Assistance (17,684 peers)
+1.6%
assets growth YoY

Charter Health Holdings, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charter Health Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$10,259,279 Top 41% higher than 59% 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 Health Holdings, Inc. 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. Charter Health Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (726 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter Health Holdings, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $161K in the plan year 2023 filing.
  • Charter Health Holdings, Inc. 401(k) Plan reported participants fell from 929 in the plan year 2022 filing to 726 in the plan year 2023 filing.
  • Charter Health Holdings, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 831852764 · Charter Health Holdings, Inc. PY 2023 · 401(k)

Charter Health Holdings, Inc. 401(k) Plan · $10M · 726 · 59th

  • BOY $10M
  • BOY 726
  • BOY 59th
  • BOY 401(k)
  • BOY near Macpherson Western Tool & Supply Co., Inc. 401(k) Plan
  • BOY ind #11456

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 Healthcare & Social Assistance retirement plans → · Plans in Delaware →

Charter Health Holdings, Inc. 401(k) Plan in the asset neighbourhood

Charter Health Holdings, Inc. 401(k) PlanCharter Health Holdings, Inc…$10MMacpherson Western Tool & Supply Co., Inc. 401(k) PlanMacpherson Western Tool & Su…$10MMesa Natural Gas Solutions LLC 401(k) Profit Sharing Plan & TrustMesa Natural Gas Solutions L…$10MSouthwest Traders, Inc. 401(k) PlanSouthwest Traders, Inc. 401(…$10MTate Engineering Systems, Inc. Retirement Savings PlanTate Engineering Systems, In…$10M
End-of-year total assets ($M) among Charter Health Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$161K
Employer EIN831852764
Plan Effective Date2018-10-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Health Holdings, Inc.)

Sponsor-wide plan assets over time

All Charter Health Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $10.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 929 $10M
2023 1 726 $10M
2024 1 6 N/A

Nearby 401(k) Plans in Delaware

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

Charter Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. 050001000015000 -202468 Total assets ($B) Participants Charter Health Holdings, Inc. 401(k) Plan, Total assets ($B): 0.010259279 · Participants: 726Charter Health Holdings, Inc. 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Charter Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Charter Health Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Charter Health Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Macpherson Western Tool & Supply Co., Inc. 401(k) Plan in CA ($10M); by covered participants it is Dallasnews Corporation Savings Plan in TX (726 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (726 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 Health Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Charter Health Holdings, Inc. 401(k) Plan edged up modestly - up 1.6% during 2023, from $10M to $10M. Reported net income was $161K.
Which 401(k) plans are similar in size to Charter Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Macpherson Western Tool & Supply Co., Inc. 401(k) Plan in CA ($10M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Charter Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dallasnews Corporation Savings Plan in TX (726 participants, $202M 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 831852764.

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.