401(k) · DOL Form 5500 · 2024

Chartered Advisory Group Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
27th
Percentile by assets National rank
$264,212
Avg per participant High balance/head
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Official DOL plan name: Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Chartered Advisory Group Inc · Pennsylvania · Finance & Insurance

$2M in assets, 6 participants

Chartered Advisory Group Inc's Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,423 in Finance & Insurance (8,549 peers)

Chartered Advisory Group Inc multi-year trail

Chartered Advisory Group Inc's plans moved +56.7% in assets from 2022 to 2024; this filing shows Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust at $2M / 6 participants.

#1,423
in Finance & Insurance (8,549 peers)
+29.2%
assets growth YoY

Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,585,274 27th percentile higher than 27% of 123,620 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 2024

Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $215K in the plan year 2023 filing to $359K in the plan year 2024 filing.
  • Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 233063723 · Chartered Advisory Group Inc PY 2024 · 401(k)

Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust · $2M · 6 · 27th

  • BOY $2M
  • SCH 6
  • EBSA 27th
  • PART 401(k)
  • TYPE near S & P Insulation Company, Inc. 401(k) Plan
  • NET ind #1423

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 Pennsylvania →

Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Chartered Advisory Group Inc 401(k) Profit Sharing Plan & TrustChartered Advisory Group Inc…$2MS & P Insulation Company, Inc. 401(k) PlanS & P Insulation Company, In…$2MTreasure Coast Home Professionals, Inc. 401(k) Profit Sharing PlanTreasure Coast Home Professi…$2MCLDIGITAL$2MManzanita Private Investment Corporation 401(k) PlanManzanita Private Investment…$2M
End-of-year total assets ($M) among Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Chartered Advisory Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All Chartered Advisory Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 56.73482381997099% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.01M $1.59M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 6 $2M

Chartered Advisory Group Inc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$359K
Employer EIN233063723
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001585274 · Participants: 6Chartered Advisory Group Inc 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is S & P Insulation Company, Inc. 401(k) Plan in TN ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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.

Frequently Asked Questions

How did Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 29.2% during 2024, from $1M to $2M. Reported net income was $359K.
How have Chartered Advisory Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chartered Advisory Group Inc's sponsor-wide assets grew 56.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is S & P Insulation Company, Inc. 401(k) Plan in TN ($2M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Chartered Advisory Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 233063723.

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.