Money Purchase · DOL Form 5500 · 2024

Charm-Tex, Inc Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
30th
Percentile by assets National rank
$230,249
Avg per participant Above avg balance/head
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Official DOL plan name: Charm-Tex, Inc. Money Purchase Plan · Sponsored by Charm-Tex, Inc · New York · Manufacturing

$2M in assets, 9 participants

Charm-Tex, Inc's Charm-Tex, Inc. Money Purchase Plan reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,518 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 Charm-Tex, Inc. Money Purchase Plan at $2M / 9 participants.

#2,518
in Manufacturing (17,777 peers)
+1.3%
assets growth YoY

Charm-Tex, Inc. Money Purchase Plan among the smaller filed plans by assets

Charm-Tex, Inc. Money Purchase Plan vs every filed plan by assets

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

$2,072,238 30th percentile higher than 30% 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

Charm-Tex, Inc. Money Purchase 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. Charm-Tex, Inc. Money Purchase Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charm-Tex, Inc. Money Purchase Plan reported net income rose from -$108K in the plan year 2023 filing to $26K in the plan year 2024 filing.
  • Charm-Tex, Inc. Money Purchase 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 →

Form 5500 schedule snapshot

Filing strip 112582405 · Charm-Tex, Inc PY 2024 · Money Purchase

Charm-Tex, Inc. Money Purchase Plan · $2M · 9 · 30th

  • PCT $2M
  • EIN 9
  • RANK 30th
  • PHOTO Money Purchase
  • IND near Retirement Plan of Richard a. Mellon Separate Trust No. 1
  • EOY ind #2518

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 →

Charm-Tex, Inc. Money Purchase Plan in the asset neighbourhood

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanCity of Haleyville Water Wor…$2MCharm-Tex, Inc. Money Purchase PlanCharm-Tex, Inc. Money Purcha…$2MRetirement Plan of Richard a. Mellon Separate Trust No. 1Retirement Plan of Richard a…$2MCarl J Pardini Ds Profit Sharing PlanCarl J Pardini Ds Profit Sha…$2MHamilton & Co. Profit Sharing Plan & TrustHamilton & Co. Profit Sharin…$2M
End-of-year total assets ($M) among Charm-Tex, Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Charm-Tex, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Charm-Tex, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.6761226322342% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.92M $4.49M ▲ +14.5%
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$26K
Employer EIN112582405
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Charm-Tex, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Charm-Tex, Inc. Money Purchase Plan, Total assets ($B): 0.002072238 · Participants: 9Charm-Tex, Inc. Money Purchase PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Charm-Tex, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Charm-Tex, Inc. Money Purchase Plan side-by-side with 3 peers →

Charm-Tex, Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Retirement Plan of Richard a. Mellon Separate Trust No. 1 in PA ($2M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Charm-Tex, Inc. Money Purchase Plan assets move in 2024? ▼
Charm-Tex, Inc. Money Purchase Plan edged up modestly - up 1.3% during 2024, from $2M to $2M. Reported net income was $26K.
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 Money Purchase plans are similar in size to Charm-Tex, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Richard a. Mellon Separate Trust No. 1 in PA ($2M, 12 participants).
Which Money Purchase plans cover a similar participant headcount to Charm-Tex, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (9 participants, $2M 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.

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.