401(k) · DOL Form 5500 · 2024

Charles Pratt & Co. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
29th
Percentile by assets National rank
$214,948
Avg per participant Above avg balance/head
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Official DOL plan name: Charles Pratt & Company, LLC. · Sponsored by Charles Pratt & Co. · New York · Finance & Insurance

$2M in assets, 9 participants

Charles Pratt & Co.'s Charles Pratt & Company, LLC. reported $2M in total assets and 9 participants in its 2024 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.

  • #1,553 in Finance & Insurance (8,549 peers)

Charles Pratt & Co. multi-year trail

Charles Pratt & Co.'s plans moved -41.5% in assets from 2022 to 2024; this filing shows Charles Pratt & Company, LLC. at $2M / 9 participants.

#1,553
in Finance & Insurance (8,549 peers)
-58.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Pratt & Company, LLC. among the smaller filed plans by assets

Charles Pratt & Company, LLC. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,934,533 29th percentile higher than 29% of 123,620 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 2024

Charles Pratt & Company, LLC. among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Pratt & Company, LLC. is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles Pratt & Company, LLC. reported net income fell from $686K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Charles Pratt & Company, LLC. end-of-year assets fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133798644 · Charles Pratt & Co. PY 2024 · 401(k)

Charles Pratt & Company, LLC. · $2M · 9 · 29th

  • SCH $2M
  • EBSA 9
  • PART 29th
  • TYPE 401(k)
  • NET near David Hufham, Dmd, PC 401(k) Plan
  • BOOK ind #1553

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 Finance & Insurance retirement plans → · Plans in New York →

Charles Pratt & Company, LLC. in the asset neighbourhood

Charles Pratt & Company, LLC.$2MDavid Hufham, Dmd, PC 401(k) PlanDavid Hufham, Dmd, PC 401(k)…$2MFluid Resource Group Inc. 401(k) PlanFluid Resource Group Inc. 40…$2MMidsouth Satellite LLC 401(k) Profit Sharing Plan and TrustMidsouth Satellite LLC 401(k…$2MMaurer Development Company 401(k) Profit Sharing PlanMaurer Development Company 4…$2M
End-of-year total assets ($M) among Charles Pratt & Company, LLC. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Charles Pratt & Co. multi-year asset trail

Sponsor-wide plan assets over time

All Charles Pratt & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.50020865978373% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $6.7M $3.92M ▼ -41.5%
Year Plans Participants Total Assets
2022 2 18 $7M
2023 2 16 $8M
2024 2 18 $4M

Charles Pratt & Co. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$2M
Net Income-$3M
Employer EIN133798644
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Charles Pratt & Company, LLC. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Charles Pratt & Company, LLC., Total assets ($B): 0.001934533 · Participants: 9Charles Pratt & Company, LLC.IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Charles Pratt & Company, LLC. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Charles Pratt & Company, LLC. side-by-side with 3 peers →

Charles Pratt & Company, LLC.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is David Hufham, Dmd, PC 401(k) Plan in AL ($2M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Charles Pratt & Company, LLC. assets move in 2024? ▼
Charles Pratt & Company, LLC. contracted severely - down 58.2% during 2024, from $5M to $2M. Reported net income was -$3M.
How have Charles Pratt & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Pratt & Co.'s sponsor-wide assets declined 41.5%, from $7M to $4M.
Which 401(k) plans are similar in size to Charles Pratt & Company, LLC.? ▼
Among 401(k) plans in other states, the closest by assets is David Hufham, Dmd, PC 401(k) Plan in AL ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Charles Pratt & Company, LLC.? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133798644.

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.