Profit Sharing · DOL Form 5500 · 2023

Charter Oak Landscape, Inc. Profit Sharing Plan

Data updated 2026-08-25

$110K
Total assets Small plan by assets
4
Participants Small participant base
7th
Percentile by assets National rank
$27,586
Avg per participant Low balance/head
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Official DOL plan name: Charter Oak Landscape, Inc. Profit Sharing Plan & Trust · Sponsored by Charter Oak Landscape, Inc. · Connecticut · Wholesale Trade

$110K in assets, 4 participants

Charter Oak Landscape, Inc.'s Charter Oak Landscape, Inc. Profit Sharing Plan & Trust reported $110K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #201 in Wholesale Trade (6,309 peers)

2023 asset change

Charter Oak Landscape, Inc. Profit Sharing Plan & Trust pulled back noticeably 9.1% in 2023 ($121K → $110K) for 4 participants.

#201
in Wholesale Trade (6,309 peers)
-9.1%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charter Oak Landscape, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Charter Oak Landscape, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$110,344 7th percentile higher than 7% 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 Oak Landscape, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Oak Landscape, Inc. Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter Oak Landscape, Inc. Profit Sharing Plan & Trust reported net income rose from -$25K in the plan year 2022 filing to -$11K in the plan year 2023 filing.
  • Charter Oak Landscape, Inc. Profit Sharing Plan & Trust end-of-year assets fell from $121K in the plan year 2022 filing to $110K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060868390 · Charter Oak Landscape, Inc. PY 2023 · Profit Sharing

Charter Oak Landscape, Inc. Profit Sharing Plan & Trust · $110K · 4 · 7th

  • SCH $110K
  • SCH 4
  • SCH 7th
  • SCH Profit Sharing
  • SCH near Rehbein Family Enterprises Corp. Retirement Plan
  • SCH ind #201

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 Connecticut →

Charter Oak Landscape, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Charter Oak Landscape, Inc. Profit Sharing Plan & TrustCharter Oak Landscape, Inc. …$110KRehbein Family Enterprises Corp. Retirement PlanRehbein Family Enterprises C…$110KNeo Inc. Profit Sharing Plan$110KPlan B Assets Inc Retirement PlanPlan B Assets Inc Retirement…$110KDajax Investments Corporation Retirement PlanDajax Investments Corporatio…$110K
End-of-year total assets ($M) among Charter Oak Landscape, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Charter Oak Landscape, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Charter Oak Landscape, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$110K 9.126546209213842% vs 2022
2023 filing year
$0.11M$0.11M$0.12M$0.12M$0.13M 20222023 $0.12M $0.11M ▼ -8.3%
Year Plans Participants Total Assets
2022 1 4 $121K
2023 1 4 $110K

2023 asset-move particulars

Total Assets (Beginning of Year)$121K
Net Assets (End of Year)$110K
Net Income-$11K
Employer EIN060868390
Plan Effective Date1978-10-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Charter Oak Landscape, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Charter Oak Landscape, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.000110344 · Participants: 4Charter Oak Landscape, Inc. Profit Sharing Plan & TrustNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Charter Oak Landscape, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Charter Oak Landscape, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Charter Oak Landscape, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Rehbein Family Enterprises Corp. Retirement Plan in MN ($110K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($110K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Oak Landscape, Inc. Profit Sharing Plan & Trust assets move in 2023? ▼
Charter Oak Landscape, Inc. Profit Sharing Plan & Trust pulled back noticeably - down 9.1% during 2023, from $121K to $110K. Reported net income was -$11K.
How have Charter Oak Landscape, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Charter Oak Landscape, Inc.'s sponsor-wide assets declined 9.1%, from $121K to $110K.
Where does Charter Oak Landscape, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Charter Oak Landscape, Inc. Profit Sharing Plan & Trust ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Charter Oak Landscape, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Rehbein Family Enterprises Corp. Retirement Plan in MN ($110K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Charter Oak Landscape, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 060868390.

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.