401(k) · DOL Form 5500 · 2024
Executive Charge Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $40,809
- Avg per participant Low balance/head
Official DOL plan name: Executive Charge Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Executive Charge Inc · New York · Transportation & Warehousing
$5M in assets, 115 participants
Executive Charge Inc's Executive Charge Inc 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #1,369 in Transportation & Warehousing (3,299 peers)
Coverage in New York
Executive Charge Inc 401(k) Profit Sharing Plan & Trust covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #1,369
- in Transportation & Warehousing (3,299 peers)
- -16.7%
- assets change YoY
The plan reported a net loss of $940K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Executive Charge Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Transportation & Warehousing and all filers
Executive Charge Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,693,019 41st percentile higher than 41% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Executive Charge Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Executive Charge Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Executive Charge Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $440K in the plan year 2023 filing to -$940K in the plan year 2024 filing.
- Executive Charge Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Executive Charge Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 126 in the plan year 2023 filing to 115 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 112456247 · Executive Charge Inc PY 2024 · 401(k)
Executive Charge Inc 401(k) Profit Sharing Plan & Trust · $5M · 115 · 41st
- BOY $5M
- SCH 115
- EBSA 41st
- PART 401(k)
- TYPE near Old Warson Country Club Employees Retirement Savings Plan
- NET ind #1369
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 Transportation & Warehousing retirement plans → · Plans in New York →
Executive Charge Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$940K |
| Employer EIN | 112456247 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Executive Charge Inc)
Sponsor-wide plan assets over time
All Executive Charge Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 54.81462517472795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 278 | $10M |
| 2023 | 1 | 126 | $6M |
| 2024 | 1 | 115 | $5M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Executive Charge Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Old Warson Country Club Employees Retirement Savings Plan in MO ($5M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 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 (115 participants); asset peers above are excluded.
- Dhillon Healthcare Group 401(k) Profit Sharing (CA) 115 · 0 off
- Sa Photonics, Inc. 401(k) Plan (CA) 115 · 0 off
- Atlantic Engineering Laboratories, Inc. 401(k) Plan (NJ) 115 · 0 off
- Greater Houston Retailers Association 401(k) Plan (TX) 115 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.