Profit Sharing · DOL Form 5500 · 2023
Chartered Holdings Inc Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $842,658
- Avg per participant High balance/head
Official DOL plan name: Chartered Holdings Inc Profit Sharing Plan · Sponsored by Chartered Holdings Inc · Colorado · Real Estate
$3M in assets, 4 participants
Chartered Holdings Inc's Chartered Holdings Inc Profit Sharing Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #2,712 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Chartered Holdings Inc Profit Sharing Plan ranks #2,712 of 4,727 2023 filers by assets (770% of the sector average)-$3M for 4 participants.
- #2,712
- in Real Estate (4,727 peers)
- +12.7%
- assets growth YoY
Chartered Holdings Inc Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Chartered Holdings Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,370,630 37th percentile higher than 37% 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
Chartered Holdings Inc 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. Chartered Holdings Inc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chartered Holdings Inc Profit Sharing Plan reported net income rose from $125K in the plan year 2022 filing to $380K in the plan year 2023 filing.
- Chartered Holdings Inc Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 880280703 · Chartered Holdings Inc PY 2023 · Profit Sharing
Chartered Holdings Inc Profit Sharing Plan · $3M · 4 · 37th
- IND $3M
- IND 4
- IND 37th
- IND Profit Sharing
- IND near Nathan Becker, M.D., Inc. Profit Sharing Plan
- IND ind #2712
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 Real Estate retirement plans → · Plans in Colorado →
Chartered Holdings Inc Profit Sharing Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $380K |
| Employer EIN | 880280703 |
| Plan Effective Date | 1991-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chartered Holdings Inc)
Sponsor-wide plan assets over time
All Chartered Holdings Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 23.29094129324483% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $3M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 6 | $4M |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $59M · 695
- Liberty Pr Mobility 401(k) Savings Plans $43M · 1,212
- Amended & Restated Profit Sharing Plan of Midwest Pms $38M · 133
- Peterson Company Profit-Sharing Plan $18M · 26
- Retirement Plan of Public Broadcasting of Colorado, Inc. $16M · 182
Chartered Holdings Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Nathan Becker, M.D., Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.