401(k) · DOL Form 5500 · 2024

Charles River Recovery, LLC 401(k) Plan

Data updated 2026-08-25

$914K
Total assets Small plan by assets: 163
Participants Small participant base: 22nd
Percentile by assets National rank: $5,607
Avg per participant Low balance/head

Official DOL plan name: Charles River Recovery, LLC 401(k) Plan · Sponsored by Charles River Recovery, LLC · Massachusetts · Healthcare & Social Assistance

$914K in assets, 163 participants

Charles River Recovery, LLC's Charles River Recovery, LLC 401(k) Plan reported $914K in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#3,070 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Charles River Recovery, LLC 401(k) Plan covers 163 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $914K.

#3,070
in Healthcare & Social Assistance (16,916 peers): +84.1%
assets growth YoY

Charles River Recovery, LLC 401(k) Plan among the smaller filed plans by assets

Charles River Recovery, LLC 401(k) Plan vs every filed plan by assets

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

$914,003 22nd percentile higher than 22% 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

Charles River Recovery, LLC 401(k) 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. Charles River Recovery, LLC 401(k) Plan sits mid-pack in the medium band (163 participants).

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%)

DOL schedule card

Filing strip 863791616 · Charles River Recovery, LLC PY 2024 · 401(k)

Charles River Recovery, LLC 401(k) Plan · $914K · 163 · 22nd

ASSETS $914K
PCT 163
EIN 22nd
RANK 401(k)
PHOTO near Welcome Finance Company, Inc. Employees 401(k) Plan
IND ind #3070

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Charles River Recovery, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$496K
Net Assets (End of Year)	$914K
Net Income	$418K
Employer EIN	863791616
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Charles River Recovery, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Charles River Recovery, LLC 401(k) Plan side-by-side with 3 peers →

Charles River Recovery, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Welcome Finance Company, Inc. Employees 401(k) Plan in NC ($914K); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($914K here).

Welcome Finance Company, Inc. Employees 401(k) Plan (NC) $914K · 25
Terra Linda Veterinary Hospita 401(k) Profit Sharing Plan & Trust (CA) $914K · 5
Superior Restoration 401(k) (CO) $915K · 2
Avis Budget De Puerto Rico, Inc. Profit Sharing Plan (PR) $915K · 16

Similar participant headcount

Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.

Kessler's, Inc. 401(k) Retirement Plan (SD) 163 · 0 off
Rfi Enterprises Savings and Retirement Plan (CA) 163 · 0 off
The Arthur Companies, Inc. 401(k) Profit Sharing Plan (ND) 163 · 0 off
Insite Capital LLC 401(k) Profit Sharing Plan (FL) 163 · 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 Charles River Recovery, LLC 401(k) Plan assets move in 2024? ▼

Charles River Recovery, LLC 401(k) Plan surged - up 84.1% during 2024, from $496K to $914K. Reported net income was $418K.

Where does Charles River Recovery, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Charles River Recovery, LLC 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Charles River Recovery, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Welcome Finance Company, Inc. Employees 401(k) Plan in NC ($914K, 25 participants).

Which 401(k) plans cover a similar participant headcount to Charles River Recovery, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 863791616.