Profit Sharing · DOL Form 5500 · 2024

Chartmaker Records Inc Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
44th
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
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Official DOL plan name: Chartmaker Records Inc Profit Sharing Plan · Sponsored by Chartmaker Records Inc · California · Arts, Entertainment & Recreation

$6M in assets, 2 participants

Chartmaker Records Inc's Chartmaker Records Inc Profit Sharing Plan reported $6M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,888 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Chartmaker Records Inc Profit Sharing Plan ranks #1,888 of 2,921 2024 filers by assets (485% of the sector average)-$6M for 2 participants.

#1,888
in Arts, Entertainment & Recreation (2,921 peers)
-46.0%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chartmaker Records Inc Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Chartmaker Records Inc Profit Sharing Plan vs every filed plan by assets

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

$5,721,419 44th percentile higher than 44% 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

Chartmaker Records Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chartmaker Records Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chartmaker Records Inc Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Chartmaker Records Inc Profit Sharing Plan end-of-year assets fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 203357193 · Chartmaker Records Inc PY 2024 · Profit Sharing

Chartmaker Records Inc Profit Sharing Plan · $6M · 2 · 44th

  • PART $6M
  • PART 2
  • PART 44th
  • PART Profit Sharing
  • PART near Plumbers and Steamfitters Local Union No. 43 Annuity Fund
  • PART ind #1888

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Chartmaker Records Inc Profit Sharing Plan in the asset neighbourhood

Charles F. Clifford, III Profit Sharing PlanCharles F. Clifford, III Pro…$6MHorizon House, Inc. Employer Retirement Plan and TrustHorizon House, Inc. Employer…$6MChartmaker Records Inc Profit Sharing PlanChartmaker Records Inc Profi…$6MPlumbers and Steamfitters Local Union No. 43 Annuity FundPlumbers and Steamfitters Lo…$6MRichard B Osterberg Keogh$6M
End-of-year total assets ($M) among Chartmaker Records Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$6M
Net Income-$5M
Employer EIN203357193
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chartmaker Records Inc)

Sponsor-wide plan assets over time

All Chartmaker Records Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.110693633883432% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $7.96M $5.72M ▼ -28.1%
Year Plans Participants Total Assets
2022 1 2 $8M
2023 1 2 $11M
2024 1 2 $6M

Nearby Profit Sharing Plans in California

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

Chartmaker Records Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Chartmaker Records Inc Profit Sharing Plan, Total assets ($B): 0.005721419 · Participants: 2Chartmaker Records Inc Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Chartmaker Records Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Chartmaker Records Inc Profit Sharing Plan side-by-side with 3 peers →

Chartmaker Records Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Plumbers and Steamfitters Local Union No. 43 Annuity Fund in TN ($6M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Chartmaker Records Inc Profit Sharing Plan assets move in 2024? ▼
Chartmaker Records Inc Profit Sharing Plan contracted severely - down 46.0% during 2024, from $11M to $6M. Reported net income was -$5M.
How have Chartmaker Records Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chartmaker Records Inc's sponsor-wide assets declined 28.1%, from $8M to $6M.
Which Profit Sharing plans are similar in size to Chartmaker Records Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plumbers and Steamfitters Local Union No. 43 Annuity Fund in TN ($6M, 659 participants).
Which Profit Sharing plans cover a similar participant headcount to Chartmaker Records Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 203357193.

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.