401(k) · DOL Form 5500 · 2023
Charlies Services Inc 401(k) Plan
Data updated 2026-08-25
- $287K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $143,653
- Avg per participant Near avg balance/head
Official DOL plan name: Charlies Services Inc 401(k) Plan · Sponsored by Charlies Services Inc · South Carolina · Administrative & Support Services
$287K in assets, 2 participants
Charlies Services Inc's Charlies Services Inc 401(k) Plan reported $287K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #1,307 in Administrative & Support Services (4,372 peers)
What the 2023 filing shows
Charlies Services Inc 401(k) Plan holds $287K for 2 participants - about $143,653 per participant, among the smaller plans by assets on file.
- #1,307
- in Administrative & Support Services (4,372 peers)
- -0.0%
- assets change YoY
The plan reported a net loss of $20 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charlies Services Inc 401(k) Plan among the smaller filed plans by assets
Charlies Services Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$287,305 13th percentile higher than 13% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Charlies Services Inc 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charlies Services Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charlies Services Inc 401(k) Plan reported net income fell from $287K in the plan year 2022 filing to -$20 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 883352836 · Charlies Services Inc PY 2023 · 401(k)
Charlies Services Inc 401(k) Plan · $287K · 2 · 13th
- NET $287K
- BOOK 2
- VS-ST 13th
- BOY 401(k)
- SCH near R&j Sweet Homes, Inc. 401(k) Plan
- EBSA ind #1307
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 Administrative & Support Services retirement plans → · Plans in South Carolina →
Charlies Services Inc 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $287K |
|---|---|
| Net Assets (End of Year) | $287K |
| Net Income | -$20 |
| Employer EIN | 883352836 |
| Plan Effective Date | 2022-08-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlies Services Inc)
Sponsor-wide plan assets over time
All Charlies Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $287K 0.006960758722700774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $287K |
| 2023 | 1 | 2 | $287K |
| 2024 | 1 | 3 | $287K |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Charlies Services Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is R&j Sweet Homes, Inc. 401(k) Plan in TX ($287K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($287K here).
- R&j Sweet Homes, Inc. 401(k) Plan (TX) $287K · 2
- Ccbj Inc. 401(k) Plan (IN) $287K · 3
- Integrity Electric, Inc. 401(k) Profit Sharing Plan (AL) $287K · 15
- Rose Time, Inc. Retirement Plan (VA) $287K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.