401(k) · DOL Form 5500 · 2022

Charles Products Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
127
Participants Small participant base
51st
Percentile by assets National rank
$40,353
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charles Products Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Charles Products Inc. · Maryland · Wholesale Trade

$5M in assets, 127 participants

Charles Products Inc.'s Charles Products Inc. 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,671 in Wholesale Trade (6,843 peers)

Coverage in Maryland

Charles Products Inc. 401(k) Profit Sharing Plan & Trust covers 127 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $5M.

#2,671
in Wholesale Trade (6,843 peers)
-1.6%
assets change YoY

The plan reported a net loss of $996K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Products Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Charles Products Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,124,876 Top 49% higher than 51% of 139,123 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 2022

Charles Products Inc. 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Products Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (127 participants).

DOL schedule card

Filing strip 832466543 · Charles Products Inc. PY 2022 · 401(k)

Charles Products Inc. 401(k) Profit Sharing Plan & Trust · $5M · 127 · 51st

  • BOY $5M
  • BOY 127
  • BOY 51st
  • BOY 401(k)
  • BOY near Macomb Internal Medicine Assoc. PC 401(k) Profit Sharing Plan
  • BOY ind #2671

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 Wholesale Trade retirement plans → · Plans in Maryland →

Charles Products Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Macomb Internal Medicine Assoc. PC 401(k) Profit Sharing PlanMacomb Internal Medicine Ass…$5MJsw Steel USA Ohio, Inc. 401(k) PlanJsw Steel USA Ohio, Inc. 401…$5MTruax Corporation Employees' Profit Sharing PlanTruax Corporation Employees'…$5MPolymer Corporation 401(k) Profit Sharing Plan & TrustPolymer Corporation 401(k) P…$5MCharles Products Inc. 401(k) Profit Sharing Plan & TrustCharles Products Inc. 401(k)…$5M
End-of-year total assets ($M) among Charles Products Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$996K
Employer EIN832466543
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles Products Inc.)

Sponsor-wide plan assets over time

All Charles Products Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.348736632847313% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.12M $6.07M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 127 $5M
2023 1 167 $6M
2024 1 210 $6M

Nearby 401(k) Plans in Maryland

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

Charles Products Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Charles Products Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005124876 · Participants: 127Charles Products Inc. 401(k) Profit Sharing Plan & TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Charles Products Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants

Charles Products Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Macomb Internal Medicine Assoc. PC 401(k) Profit Sharing Plan in MI ($5M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Charles Products Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022?
Charles Products Inc. 401(k) Profit Sharing Plan & Trust edged down modestly - down 1.6% during 2022, from $5M to $5M. Reported net income was -$996K.
How have Charles Products Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Charles Products Inc.'s sponsor-wide assets grew 18.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Charles Products Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Macomb Internal Medicine Assoc. PC 401(k) Profit Sharing Plan in MI ($5M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Charles Products Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants, N/A in assets).