401(k) · DOL Form 5500 · 2024

Charter Next Generation, Inc. 401(k) Plan

Data updated 2026-08-11

$138M
Total assets: 2,025
Participants: 92nd
Percentile by assets: $67,997
Avg per participant

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.

92nd percentile by assets (of 123,622 plans)
#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.

$138M
total plan assets (2024 EOY): 2,025
covered participants: 92nd
percentile by assets (of 123,622 plans): $67,997
avg assets per participant

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 →

State

Illinois

Industry

Manufacturing

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Charter Next Generation, Inc. 401(k) Plan reports 2,025 participants - 2.6x that state average ($138M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$115M
Net Assets (End of Year)	$138M
Net Income	$23M
Employer EIN	473019794
Plan Effective Date	2010-09-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Charter Next Generation, Inc.)

Total plan assets by year, all Charter Next Generation, Inc. plans on file

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

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Charter Next Generation, Inc. 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Charter Next Generation, Inc. 401(k) Plan by total assets, not by location.

Future Group of Companies 401(k) Retirement Savings Plan (MS) $138M · 670
Big 'i' Mep 401(k) Plan (VA) $138M · 725
Installed Building Products, LLC 401(k) Savings Plan and Trust (OH) $138M · 9,515
Wright-Patt Credit Union, Inc. 401(k) Plan and Trust (OH) $138M · 1,384

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).

Next read for Charter Next Generation, Inc. 401(k) Pla…

Filing takeaways

Ways to act on Charter Next Generation, Inc. 401(k) Plan's numbers.

By total assets, Charter Next Generation, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Charter Next Generation, Inc.'s sponsor-wide assets have grown 54.7% since 2022 across 3 plan years on file. More Manufacturing plans

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.