401(k) · DOL Form 5500 · 2024

Charter Management Company 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
66
Participants Small participant base
85th
Percentile by assets National rank
$804,181
Avg per participant High balance/head
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Official DOL plan name: Charter Management Company, Inc. 401(k) & Ps Plan · Sponsored by Charter Management Company · Massachusetts · Finance & Insurance

$53M in assets, 66 participants

Charter Management Company's Charter Management Company, Inc. 401(k) & Ps Plan reported $53M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,539 in Finance & Insurance (8,549 peers)

Where Charter Management Company, Inc. 401(k) & Ps Plan sits by assets

Charter Management Company, Inc. 401(k) & Ps Plan sits in the top quartile of all filed plans by assets, $53M for 66 participants (~$804,181/participant), up 12.5% in 2024.

#6,539
in Finance & Insurance (8,549 peers)
+12.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Charter Management Company, Inc. 401(k) & Ps Plan's outsized position by total assets

Charter Management Company, Inc. 401(k) & Ps Plan vs every filed plan by assets

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

$53,075,925 Top 15% higher than 85% 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 Management Company, Inc. 401(k) & Ps Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Management Company, Inc. 401(k) & Ps Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter Management Company, Inc. 401(k) & Ps Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Charter Management Company, Inc. 401(k) & Ps Plan end-of-year assets rose from $47M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Charter Management Company, Inc. 401(k) & Ps Plan reported participants fell from 68 in the plan year 2023 filing to 66 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043104313 · Charter Management Company PY 2024 · 401(k)

Charter Management Company, Inc. 401(k) & Ps Plan · $53M · 66 · 85th

  • PART $53M
  • PART 66
  • PART 85th
  • PART 401(k)
  • PART near Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust
  • PART ind #6539

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 Massachusetts →

Charter Management Company, Inc. 401(k) & Ps Plan in the asset neighbourhood

Charter Management Company, Inc. 401(k) & Ps PlanCharter Management Company, …$53MAtlantic Diving Supply 401(k) Profit Sharing Plan & TrustAtlantic Diving Supply 401(k…$53MMithun, Inc. Profit Sharing 401(k) Plan & TrustMithun, Inc. Profit Sharing …$53M401(k) Plan for the Non-Bargaining Employees of Twin Rivers Paper Company LLC401(k) Plan for the Non-Barg…$53MChoice Pooled Employer Plan IIIChoice Pooled Employer Plan …$53M
End-of-year total assets ($M) among Charter Management Company, Inc. 401(k) & Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$53M
Net Income$6M
Employer EIN043104313
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Management Company)

Sponsor-wide plan assets over time

All Charter Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$53M 36.01327999501827% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39M $53.1M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 67 $39M
2023 1 68 $47M
2024 1 66 $53M

Nearby 401(k) Plans in Massachusetts

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

Charter Management Company, Inc. 401(k) & Ps Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Charter Management Company, Inc. 401(k) & Ps Plan, Total assets ($B): 0.053075925 · Participants: 66Charter Management Company, Inc. 401(k) & Ps PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Charter Management Company, Inc. 401(k) & Ps Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Charter Management Company, Inc. 401(k) & Ps Plan side-by-side with 3 peers →

Charter Management Company, Inc. 401(k) & Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA ($53M); by covered participants it is California Fine Wire Company 401(k) Profit Sharing Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Management Company, Inc. 401(k) & Ps Plan assets move in 2024? ▼
Charter Management Company, Inc. 401(k) & Ps Plan grew at a solid clip - up 12.5% during 2024, from $47M to $53M. Reported net income was $6M.
How have Charter Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Management Company's sponsor-wide assets grew 36.0%, from $39M to $53M.
Where does Charter Management Company, Inc. 401(k) & Ps Plan rank by assets among Form 5500 filers? ▼
Charter Management Company, Inc. 401(k) & Ps Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charter Management Company, Inc. 401(k) & Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA ($53M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Charter Management Company, Inc. 401(k) & Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Fine Wire Company 401(k) Profit Sharing Plan in CA (66 participants, $21M 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 043104313.

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.