401(k) · DOL Form 5500 · 2022

First Charter Financial Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$616,646
Avg per participant High balance/head
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Official DOL plan name: First Charter Financial Corporation Profit Sharing Plan · Sponsored by First Charter Financial Corporation · Florida · Finance & Insurance

$2M in assets, 3 participants

First Charter Financial Corporation's First Charter Financial Corporation Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,035 in Finance & Insurance (9,261 peers)

First Charter Financial Corporation multi-year trail

First Charter Financial Corporation's plans moved +32.4% in assets from 2022 to 2024; this filing shows First Charter Financial Corporation Profit Sharing Plan at $2M / 3 participants.

#2,035
in Finance & Insurance (9,261 peers)
-9.1%
assets change YoY

The plan reported a net loss of $184K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Charter Financial Corporation Profit Sharing Plan among the smaller filed plans by assets

First Charter Financial Corporation Profit Sharing Plan vs every filed plan by assets

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

$1,849,938 33rd percentile higher than 33% 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

First Charter Financial Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Charter Financial Corporation Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 592988424 · First Charter Financial Corporation PY 2022 · 401(k)

First Charter Financial Corporation Profit Sharing Plan · $2M · 3 · 33rd

  • EBSA $2M
  • EBSA 3
  • EBSA 33rd
  • EBSA 401(k)
  • EBSA near Merk Investments LLC 401(k) Profit Sharing Plan & Trust
  • EBSA ind #2035

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 Florida →

First Charter Financial Corporation Profit Sharing Plan in the asset neighbourhood

First Charter Financial Corporation Profit Sharing PlanFirst Charter Financial Corp…$2MMerk Investments LLC 401(k) Profit Sharing Plan & TrustMerk Investments LLC 401(k) …$2MGroome Holdings, LLC 401(k) PlanGroome Holdings, LLC 401(k) …$2MFleetwood Metal Industries Corporation Retirement Savings PlanFleetwood Metal Industries C…$2MMegagon Labs Inc. 401(k) Plan$2M
End-of-year total assets ($M) among First Charter Financial Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

First Charter Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All First Charter Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 32.38286904750321% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.85M $2.45M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

First Charter Financial Corporation filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$184K
Employer EIN592988424
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

First Charter Financial Corporation Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants First Charter Financial Corporation Profit Sharing Plan, Total assets ($B): 0.001849938 · Participants: 3First Charter Financial Corporation Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
First Charter Financial Corporation Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare First Charter Financial Corporation Profit Sharing Plan side-by-side with 3 peers →

First Charter Financial Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Merk Investments LLC 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 First Charter Financial Corporation Profit Sharing Plan assets move in 2022? ▼
First Charter Financial Corporation Profit Sharing Plan pulled back noticeably - down 9.1% during 2022, from $2M to $2M. Reported net income was -$184K.
How have First Charter Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Charter Financial Corporation's sponsor-wide assets grew 32.4%, from $2M to $2M.
Which 401(k) plans are similar in size to First Charter Financial Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merk Investments LLC 401(k) Profit Sharing Plan & Trust in CA ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to First Charter Financial Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592988424.

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.