401(k) · DOL Form 5500 · 2024
Charter Management Company 401(k) Plan
Data updated 2026-08-11
- $53M
- Total assets
- 66
- Participants
- 85th
- Percentile by assets
- $804,181
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $53M
- total plan assets (2024 EOY)
- 66
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $804,181
- avg assets per participant
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.
Charter Management Company, Inc. 401(k) & Ps Plan vs the 2024 asset distribution
By assets, Charter Management Company, Inc. 401(k) & Ps Plan outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $6M |
| Employer EIN | 043104313 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charter Management Company)
| 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
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Charter Management Company, Inc. 401(k) & Ps Plan by total assets, not by location.
Frequently Asked Questions
How did Charter Management Company, Inc. 401(k) & Ps Plan assets move in 2024? ▼
How have Charter Management Company plan assets changed over time? ▼
Where does Charter Management Company, Inc. 401(k) & Ps Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Charter Management Company, Inc. 401(k) & Ps Plan? ▼
Next read for Charter Management Company, Inc. 401(k) …
Scale reading
Ways to act on Charter Management Company, Inc. 401(k) & Ps Plan's numbers.
- By total assets, Charter Management Company, Inc. 401(k) & Ps Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Charter Management Company's sponsor-wide assets have grown 36.0% since 2022 across 3 plan years on file. More Finance & Insurance plans