401(k) · DOL Form 5500 · 2024

Take Charge America, Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
64
Participants Small participant base
42nd
Percentile by assets National rank
$78,615
Avg per participant Below avg balance/head
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Official DOL plan name: Take Charge America, Inc. 401(k) Profit Sharing Plan · Sponsored by Take Charge America, Inc · Arizona · Professional & Technical Services

$5M in assets, 64 participants

Take Charge America, Inc's Take Charge America, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,994 in Professional & Technical Services (20,173 peers)

2024 asset change

Take Charge America, Inc. 401(k) Profit Sharing Plan declined sharply 18.4% in 2024 ($6M → $5M) for 64 participants.

#7,994
in Professional & Technical Services (20,173 peers)
-18.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Take Charge America, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Take Charge America, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,031,341 42nd percentile higher than 42% 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

Take Charge America, Inc. 401(k) Profit Sharing 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. Take Charge America, Inc. 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Take Charge America, Inc. 401(k) Profit Sharing Plan reported net income fell from $845K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Take Charge America, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Take Charge America, Inc. 401(k) Profit Sharing Plan reported participants rose from 63 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860593598 · Take Charge America, Inc PY 2024 · 401(k)

Take Charge America, Inc. 401(k) Profit Sharing Plan · $5M · 64 · 42nd

  • 5500 $5M
  • 5500 64
  • 5500 42nd
  • 5500 401(k)
  • 5500 near Tom Ferry 401(k) Plan
  • 5500 ind #7994

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Take Charge America, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Take Charge America, Inc. 401(k) Profit Sharing PlanTake Charge America, Inc. 40…$5MTom Ferry 401(k) Plan$5MAmerican Exchange Time LLC 401(k) Profit Sharing Plan & TrustAmerican Exchange Time LLC 4…$5MSimplified Profit Sharing PlanSimplified Profit Sharing Pl…$5MIeds Logistics 401(k) Plan$5M
End-of-year total assets ($M) among Take Charge America, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Take Charge America, Inc years around the 2024 move

Sponsor-wide plan assets over time

All Take Charge America, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 5.434471056282318% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.32M $5.03M ▼ -5.5%
Year Plans Participants Total Assets
2022 1 64 $5M
2023 1 63 $6M
2024 1 64 $5M

2024 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN860593598
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Take Charge America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Take Charge America, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005031341 · Participants: 64Take Charge America, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Take Charge America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Take Charge America, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Take Charge America, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Tom Ferry 401(k) Plan in CA ($5M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Take Charge America, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Take Charge America, Inc. 401(k) Profit Sharing Plan declined sharply - down 18.4% during 2024, from $6M to $5M. Reported net income was -$1M.
How have Take Charge America, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Take Charge America, Inc's sponsor-wide assets declined 5.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Take Charge America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tom Ferry 401(k) Plan in CA ($5M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Take Charge America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M 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 860593598.

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.