401(k) · DOL Form 5500 · 2023

First Charter Financial Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$766,757
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 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,951 in Finance & Insurance (8,869 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.

#1,951
in Finance & Insurance (8,869 peers)
+24.3%
assets growth YoY

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 2023 · DOL Form 5500

$2,300,272 32nd percentile higher than 32% 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

First Charter Financial Corporation Profit Sharing 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. First Charter Financial Corporation Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Charter Financial Corporation Profit Sharing Plan reported net income rose from -$184K in the plan year 2022 filing to $450K in the plan year 2023 filing.
  • First Charter Financial Corporation Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 592988424 · First Charter Financial Corporation PY 2023 · 401(k)

First Charter Financial Corporation Profit Sharing Plan · $2M · 3 · 32nd

  • PART $2M
  • PART 3
  • PART 32nd
  • PART 401(k)
  • PART near Regional Medical Associates, PA 401(k) Plan
  • PART ind #1951

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…$2MRegional Medical Associates, PA 401(k) PlanRegional Medical Associates,…$2MInvictus Spiritus Holdings Inc. Retirement PlanInvictus Spiritus Holdings I…$2MArea Storage & Transfer Inc. 401(k) Profit Sharing Plan & TrustArea Storage & Transfer Inc.…$2MReal Estate Matters Retirement PlanReal Estate Matters Retireme…$2M
End-of-year total assets ($M) among First Charter Financial Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$450K
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 -505101520 Total assets ($B) Participants First Charter Financial Corporation Profit Sharing Plan, Total assets ($B): 0.002300272 · Participants: 3First Charter Financial Corporation Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart 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 Regional Medical Associates, PA 401(k) Plan in DE ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (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 2023. 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 2023? ▼
First Charter Financial Corporation Profit Sharing Plan grew sharply - up 24.3% during 2023, from $2M to $2M. Reported net income was $450K.
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 Regional Medical Associates, PA 401(k) Plan in DE ($2M, 10 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 Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 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.