401(k) · DOL Form 5500 · 2023

Chicago Charter School Foundatio 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
74
Participants Small participant base
29th
Percentile by assets National rank
$24,369
Avg per participant Low balance/head
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Official DOL plan name: Chicago International Charter School 401(k) Plan · Sponsored by Chicago Charter School Foundatio · Illinois · Educational Services

$2M in assets, 74 participants

Chicago Charter School Foundatio's Chicago International Charter School 401(k) Plan reported $2M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #705 in Educational Services (3,735 peers)

Chicago Charter School Foundatio multi-year trail

Chicago Charter School Foundatio's plans moved -15.3% in assets from 2022 to 2023; this filing shows Chicago International Charter School 401(k) Plan at $2M / 74 participants.

#705
in Educational Services (3,735 peers)
-15.3%
assets change YoY

The plan reported a net loss of $327K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chicago International Charter School 401(k) Plan among the smaller filed plans by assets

Chicago International Charter School 401(k) Plan vs every filed plan by assets

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

$1,803,309 29th percentile higher than 29% 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

Chicago International Charter School 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chicago International Charter School 401(k) Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chicago International Charter School 401(k) Plan reported net income fell from $337K in the plan year 2022 filing to -$327K in the plan year 2023 filing.
  • Chicago International Charter School 401(k) Plan reported participants fell from 237 in the plan year 2022 filing to 74 in the plan year 2023 filing.
  • Chicago International Charter School 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364141583 · Chicago Charter School Foundatio PY 2023 · 401(k)

Chicago International Charter School 401(k) Plan · $2M · 74 · 29th

  • EIN $2M
  • RANK 74
  • PHOTO 29th
  • IND 401(k)
  • EOY near Morgan Planning Group, LLC 401(k) Plan
  • 5500 ind #705

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 Educational Services retirement plans → · Plans in Illinois →

Chicago International Charter School 401(k) Plan in the asset neighbourhood

Chicago International Charter School 401(k) PlanChicago International Charte…$2MMorgan Planning Group, LLC 401(k) PlanMorgan Planning Group, LLC 4…$2MExcelsior Defense Inc Retirement PlanExcelsior Defense Inc Retire…$2MTri-Power Consulting Services, LLC 401(k) PlanTri-Power Consulting Service…$2MSchechter, Shaffer & Harris LLP 401(k) PlanSchechter, Shaffer & Harris …$2M
End-of-year total assets ($M) among Chicago International Charter School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Chicago Charter School Foundatio multi-year asset trail

Sponsor-wide plan assets over time

All Chicago Charter School Foundatio plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.343567354411661% vs 2022
2023 filing year
$1.7M$1.8M$1.9M$2M$2.1M$2.2M 20222023 $2.13M $1.8M ▼ -15.5%
Year Plans Participants Total Assets
2022 1 237 $2M
2023 1 74 $2M

Chicago Charter School Foundatio filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$327K
Employer EIN364141583
Plan Effective Date2019-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Chicago International Charter School 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Chicago International Charter School 401(k) Plan, Total assets ($B): 0.001803309 · Participants: 74Chicago International Charter School 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
Chicago International Charter School 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Chicago International Charter School 401(k) Plan side-by-side with 3 peers →

Chicago International Charter School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Morgan Planning Group, LLC 401(k) Plan in MN ($2M); by covered participants it is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Chicago International Charter School 401(k) Plan assets move in 2023? ▼
Chicago International Charter School 401(k) Plan declined sharply - down 15.3% during 2023, from $2M to $2M. Reported net income was -$327K.
How have Chicago Charter School Foundatio plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Chicago Charter School Foundatio's sponsor-wide assets declined 15.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Chicago International Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morgan Planning Group, LLC 401(k) Plan in MN ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Chicago International Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants, $37K 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 364141583.

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.