401(k) · DOL Form 5500 · 2024

Charter Next Generation, Inc. 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
2,025
Participants Near avg headcount
92nd
Percentile by assets National rank
$67,997
Avg per participant Below avg balance/head
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Official DOL plan name: Charter Next Generation, Inc. 401(k) Plan · Sponsored by Charter Next Generation, Inc. · Illinois · Manufacturing

$138M in assets, 2,025 participants

Charter Next Generation, Inc.'s Charter Next Generation, Inc. 401(k) Plan reported $138M in total assets and 2,025 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,767 in Manufacturing (17,777 peers)

Coverage in Illinois

Charter Next Generation, Inc. 401(k) Plan covers 2,025 participants in Illinois, 2.6x the typical Illinois plan (state average ~779 per filing). Assets: $138M.

#15,767
in Manufacturing (17,777 peers)
+19.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Charter Next Generation, Inc. 401(k) Plan's outsized position by total assets

Charter Next Generation, Inc. 401(k) Plan vs every filed plan by assets

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

$137,692,974 Top 8% higher than 92% 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

Charter Next Generation, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Next Generation, Inc. 401(k) Plan lands in the large band (2,025 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter Next Generation, Inc. 401(k) Plan end-of-year assets rose from $115M in the plan year 2023 filing to $138M in the plan year 2024 filing.
  • Charter Next Generation, Inc. 401(k) Plan reported net income fell from $26M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Charter Next Generation, Inc. 401(k) Plan reported participants rose from 2,014 in the plan year 2023 filing to 2,025 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473019794 · Charter Next Generation, Inc. PY 2024 · 401(k)

Charter Next Generation, Inc. 401(k) Plan · $138M · 2,025 · 92nd

  • BOY $138M
  • BOY 2,025
  • BOY 92nd
  • BOY 401(k)
  • BOY near Future Group of Companies 401(k) Retirement Savings Plan
  • BOY ind #15767

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 Manufacturing retirement plans → · Plans in Illinois →

Charter Next Generation, Inc. 401(k) Plan in the asset neighbourhood

Wright-Patt Credit Union, Inc. 401(k) Plan and TrustWright-Patt Credit Union, In…$138MFuture Group of Companies 401(k) Retirement Savings PlanFuture Group of Companies 40…$138MCharter Next Generation, Inc. 401(k) PlanCharter Next Generation, Inc…$138MBig 'i' Mep 401(k) Plan$138MInstalled Building Products, LLC 401(k) Savings Plan and TrustInstalled Building Products,…$138M
End-of-year total assets ($M) among Charter Next Generation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$138M
Net Income$23M
Employer EIN473019794
Plan Effective Date2010-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Next Generation, Inc.)

Sponsor-wide plan assets over time

All Charter Next Generation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 54.68605027088067% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $89M $138M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 1,486 $89M
2023 1 2,014 $115M
2024 1 2,025 $138M

Nearby 401(k) Plans in Illinois

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

Charter Next Generation, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Charter Next Generation, Inc. 401(k) Plan, Total assets ($B): 0.137692974 · Participants: 2025Charter Next Generation, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Charter Next Generation, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Charter Next Generation, Inc. 401(k) Plan side-by-side with 3 peers →

Charter Next Generation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Future Group of Companies 401(k) Retirement Savings Plan in MS ($138M); by covered participants it is Ipsos America , Inc 401(k) Plan in CT (2,025 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,025 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 Charter Next Generation, Inc. 401(k) Plan assets move in 2024? ▼
Charter Next Generation, Inc. 401(k) Plan grew sharply - up 19.6% during 2024, from $115M to $138M. Reported net income was $23M.
How have Charter Next Generation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Next Generation, Inc.'s sponsor-wide assets grew 54.7%, from $89M to $138M.
Where does Charter Next Generation, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Charter Next Generation, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Charter Next Generation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Future Group of Companies 401(k) Retirement Savings Plan in MS ($138M, 670 participants).
Which 401(k) plans cover a similar participant headcount to Charter Next Generation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ipsos America , Inc 401(k) Plan in CT (2,025 participants, $399M 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 473019794.

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.