Profit Sharing · DOL Form 5500 · 2024
Michelle C. Charles Inc. Profit Sharing Plan
Data updated 2026-08-25
- $32K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $31,681
- Avg per participant Low balance/head
Official DOL plan name: Michelle C. Charles Inc. Retirement Plan · Sponsored by Michelle C. Charles Inc. · New York · Professional & Technical Services
$32K in assets, 1 participants
Michelle C. Charles Inc.'s Michelle C. Charles Inc. Retirement Plan reported $32K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #498 in Professional & Technical Services (20,173 peers)
2024 asset change
Michelle C. Charles Inc. Retirement Plan contracted severely 37.9% in 2024 ($51K → $32K) for 1 participant.
- #498
- in Professional & Technical Services (20,173 peers)
- -37.9%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Michelle C. Charles Inc. Retirement Plan among the smaller filed plans by assets
Michelle C. Charles Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,681 3rd percentile higher than 3% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Michelle C. Charles Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michelle C. Charles Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michelle C. Charles Inc. Retirement Plan reported net income fell from $20K in the plan year 2023 filing to -$19K in the plan year 2024 filing.
- Michelle C. Charles Inc. Retirement Plan end-of-year assets fell from $51K in the plan year 2023 filing to $32K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 842432722 · Michelle C. Charles Inc. PY 2024 · Profit Sharing
Michelle C. Charles Inc. Retirement Plan · $32K · 1 · 3rd
- BOOK $32K
- BOOK 1
- BOOK 3rd
- BOOK Profit Sharing
- BOOK near Hoag Ventures Inc. Retirement Plan
- BOOK ind #498
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 Professional & Technical Services retirement plans → · Plans in New York →
Michelle C. Charles Inc. Retirement Plan in the asset neighbourhood
Michelle C. Charles Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Michelle C. Charles Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32K 2.03877866529245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $31K |
| 2023 | 1 | 1 | $51K |
| 2024 | 1 | 1 | $32K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $51K |
|---|---|
| Net Assets (End of Year) | $32K |
| Net Income | -$19K |
| Employer EIN | 842432722 |
| Plan Effective Date | 2019-07-30 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Michelle C. Charles Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Hoag Ventures Inc. Retirement Plan in MI ($32K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32K here).
- Hoag Ventures Inc. Retirement Plan (MI) $32K · 1
- The Fiducial Adviser LLC Retirement Plan (PR) $32K · 6
- E. Cortes-Rivera Retirement Plan (PR) $32K · 1
- 9 Liberty Inc. Retirement Plan (FL) $32K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.