Other · DOL Form 5500 · 2024
Charles W Turman Retirement Plan
Data updated 2026-08-25
- $10K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $5,135
- Avg per participant Low balance/head
Official DOL plan name: Charles W Turman Retirement Plan · Sponsored by Charles W Turman · Virginia · Finance & Insurance
$10K in assets, 2 participants
Charles W Turman's Charles W Turman Retirement Plan reported $10K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #84 in Finance & Insurance (8,549 peers)
Charles W Turman multi-year trail
Charles W Turman's plans moved -23.7% in assets from 2022 to 2024; this filing shows Charles W Turman Retirement Plan at $10K / 2 participants.
- #84
- in Finance & Insurance (8,549 peers)
- -26.2%
- assets change YoY
The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charles W Turman Retirement Plan among the smaller filed plans by assets
Charles W Turman Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,269 1st percentile higher than 1% 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
Charles W Turman 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. Charles W Turman Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles W Turman Retirement Plan reported net income fell from $452 in the plan year 2023 filing to -$4K in the plan year 2024 filing.
- Charles W Turman Retirement Plan end-of-year assets fell from $14K in the plan year 2023 filing to $10K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 540851959 · Charles W Turman PY 2024 · Other
Charles W Turman Retirement Plan · $10K · 2 · 1st
- SCH $10K
- EBSA 2
- PART 1st
- TYPE Other
- NET near PROBUS24Y
- BOOK ind #84
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 Virginia →
Charles W Turman Retirement Plan in the asset neighbourhood
Charles W Turman multi-year asset trail
Sponsor-wide plan assets over time
All Charles W Turman plans reported in each filing year
- Latest sponsor-wide plan assets
- $10K 23.69594293357111% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $13K |
| 2023 | 1 | 2 | $14K |
| 2024 | 1 | 2 | $10K |
Charles W Turman filing trail (2024)
| Total Assets (Beginning of Year) | $14K |
|---|---|
| Net Assets (End of Year) | $10K |
| Net Income | -$4K |
| Employer EIN | 540851959 |
| Plan Effective Date | 1978-02-21 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Charles W Turman Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is PROBUS24Y in ($7K); by covered participants it is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10K here).
- PROBUS24Y () $7K · 4
- Ela Investment Plan (NJ) $13K · 2
- Ohio South Youth Soccer Association 403(b) Plan (OH) $7K · 3
- Susquehanna Pfaltzgraff Co. Pension Plan for Salaried Employees (PA) $14K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (2 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.