Money Purchase · DOL Form 5500 · 2024
Charm-Tex, Inc Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 9
- Participants
- 30th
- Percentile by assets
- $230,249
- Avg per participant
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.
- 30th percentile by assets (of 123,622 plans)
- #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.
- $2M
- total plan assets (2024 EOY)
- 9
- covered participants
- 30th
- percentile by assets (of 123,622 plans)
- $230,249
- avg assets per participant
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.
Charm-Tex, Inc across 3 plan years on file
Across the 3 plan years Charm-Tex, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $4M, a gain of 14.7%, while reported participants moved from 19 to 19 (+0.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($4M).
Charm-Tex, Inc multi-year asset trail
| 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 EIN | 112582405 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING 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
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Charm-Tex, Inc. Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Charm-Tex, Inc. Money Purchase Plan assets move in 2024? ▼
How have Charm-Tex, Inc plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Charm-Tex, Inc. Money Purchase Plan? ▼
Next read for Charm-Tex, Inc. Money Purchase Plan
Multi-year trail
Ways to act on Charm-Tex, Inc. Money Purchase Plan's numbers.
- By total assets, Charm-Tex, Inc. Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Charm-Tex, Inc's sponsor-wide assets have grown 14.7% since 2022 across 3 plan years on file. More Manufacturing plans