401(k) · DOL Form 5500 · 2024

Charm-Tex, Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 10
Participants Small participant base: 31st
Percentile by assets National rank: $242,185
Avg per participant Above avg balance/head

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Official DOL plan name: Charmtex, Inc. Retirement Plan · Sponsored by Charm-Tex, Inc · New York · Manufacturing

$2M in assets, 10 participants

Charm-Tex, Inc's Charmtex, Inc. Retirement Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

#2,767 in Manufacturing (17,777 peers)

Charm-Tex, Inc multi-year trail

Charm-Tex, Inc's plans moved +14.7% in assets from 2022 to 2024; this filing shows Charmtex, Inc. Retirement Plan at $2M / 10 participants.

#2,767
in Manufacturing (17,777 peers): +18.0%
assets growth YoY

Charmtex, Inc. Retirement Plan among the smaller filed plans by assets

Charmtex, Inc. Retirement Plan vs every filed plan by assets

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

$2,421,847 31st percentile higher than 31% 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

Charmtex, Inc. Retirement 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. Charmtex, Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Charmtex, Inc. Retirement Plan reported net income rose from $288K in the plan year 2023 filing to $370K in the plan year 2024 filing.
Charmtex, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 112582405 · Charm-Tex, Inc PY 2024 · 401(k)

Charmtex, Inc. Retirement Plan · $2M · 10 · 31st

IND $2M
EOY 10
5500 31st
ASSETS 401(k)
PCT near Data Base Connection, Inc. 401(k) Plan
EIN ind #2767

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 Manufacturing retirement plans → · Plans in New York →

End-of-year total assets ($M) among Charmtex, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Charm-Tex, Inc multi-year asset trail

Latest sponsor-wide plan assets: $4M 14.6761226322342% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	19	$4M
2023	2	19	$4M
2024	2	19	$4M

Charm-Tex, Inc filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$370K
Employer EIN	112582405
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Charmtex, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Charmtex, Inc. Retirement Plan side-by-side with 3 peers →

Charmtex, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Data Base Connection, Inc. 401(k) Plan in MD ($2M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Data Base Connection, Inc. 401(k) Plan (MD) $2M · 10
The Whiting-Turner Contracting Company Hourly Craft 401(k) Plan (MD) $2M · 220
Crossroads' Turning Points, Inc. 401(k) Retirement Plan (CO) $2M · 243
Hilton Head Hospitality 401(k) Plan (SC) $2M · 71

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

Hero Home Services 401(k) Plan (MN) 10 · 0 off
Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off

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 Charmtex, Inc. Retirement Plan assets move in 2024? ▼

Charmtex, Inc. Retirement Plan grew sharply - up 18.0% during 2024, from $2M to $2M. Reported net income was $370K.

How have Charm-Tex, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Charm-Tex, Inc's sponsor-wide assets grew 14.7%, from $4M to $4M.

Which 401(k) plans are similar in size to Charmtex, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Data Base Connection, Inc. 401(k) Plan in MD ($2M, 10 participants).

Which 401(k) plans cover a similar participant headcount to Charmtex, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 112582405.