ESOP · DOL Form 5500 · 2024

Charter Construction Transition Company, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
143
Participants Small participant base
52nd
Percentile by assets National rank
$59,465
Avg per participant Low balance/head
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Official DOL plan name: Charter Construction, Inc. Employee Stock Ownership Plan · Sponsored by Charter Construction Transition Company, Inc. · Washington · Construction

$9M in assets, 143 participants

Charter Construction Transition Company, Inc.'s Charter Construction, Inc. Employee Stock Ownership Plan reported $9M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,577 in Construction (9,039 peers)

Coverage in Washington

Charter Construction, Inc. Employee Stock Ownership Plan covers 143 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.

#4,577
in Construction (9,039 peers)
-44.9%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charter Construction, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Charter Construction, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,503,447 Top 48% higher than 52% 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 Construction, Inc. Employee Stock Ownership Plan 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. Charter Construction, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter Construction, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • Charter Construction, Inc. Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Charter Construction, Inc. Employee Stock Ownership Plan reported participants fell from 168 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 874112890 · Charter Construction Transition Company, Inc. PY 2024 · ESOP

Charter Construction, Inc. Employee Stock Ownership Plan · $9M · 143 · 52nd

  • 5500 $9M
  • ASSETS 143
  • PCT 52nd
  • EIN ESOP
  • RANK near Schimenti Construction Employee Stock Ownership Plan
  • PHOTO ind #4577

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 What is an ESOP? → · Plans in Washington →

Charter Construction, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Halcyon Construction Corporation Employee Stock Ownership PlanThe Halcyon Construction Cor…$9MIndependent Bancshares, Inc. Employee Stock Ownership PlanIndependent Bancshares, Inc.…$9MCharter Construction, Inc. Employee Stock Ownership PlanCharter Construction, Inc. E…$9MSchimenti Construction Employee Stock Ownership PlanSchimenti Construction Emplo…$9MAnx Home Healthcare Inc. Employee Stock Ownership PlanAnx Home Healthcare Inc. Emp…$8M
End-of-year total assets ($M) among Charter Construction, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$9M
Net Income-$7M
Employer EIN874112890
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Construction Transition Company, Inc.)

Sponsor-wide plan assets over time

All Charter Construction Transition Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 44.89526470883088% vs 2023
2024 filing year
$5M$10M$15M$20M 20232024 $15.4M $8.5M ▼ -44.9%
Year Plans Participants Total Assets
2023 1 168 $15M
2024 1 143 $9M

Nearby ESOP Plans in Washington

Peer ESOP plans, same state, same plan type, ranked by total assets.

Charter Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -101234 Total assets ($B) Participants Charter Construction, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008503447 · Participants: 143Charter Construction, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.162915985 · Participants: 4281Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.30805532 · Participants: 1238Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.207396855 · Participants: 291Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.159192217 · Participants: 737Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.097195017 · Participants: 184The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Charter Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Charter Construction, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Charter Construction, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Schimenti Construction Employee Stock Ownership Plan in NY ($9M); by covered participants it is Dynamic Chemical Solutions, Inc. Employee Stock Ownership Plan in TX (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Construction, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Charter Construction, Inc. Employee Stock Ownership Plan contracted severely - down 44.9% during 2024, from $15M to $9M. Reported net income was -$7M.
How have Charter Construction Transition Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Charter Construction Transition Company, Inc.'s sponsor-wide assets declined 44.9%, from $15M to $9M.
Which ESOP plans are similar in size to Charter Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schimenti Construction Employee Stock Ownership Plan in NY ($9M, 288 participants).
Which ESOP plans cover a similar participant headcount to Charter Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dynamic Chemical Solutions, Inc. Employee Stock Ownership Plan in TX (143 participants, $88M 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 874112890.

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.