401(k) · DOL Form 5500 · 2024

Charleston Healthcare Group, LLC 401(k) Plan

Data updated 2026-08-25

$981K
Total assets Small plan by assets
312
Participants Below avg headcount
23rd
Percentile by assets National rank
$3,144
Avg per participant Low balance/head
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Official DOL plan name: Charleston Healthcare Group 401(k) Plan · Sponsored by Charleston Healthcare Group, LLC · Louisiana · Professional & Technical Services

$981K in assets, 312 participants

Charleston Healthcare Group, LLC's Charleston Healthcare Group 401(k) Plan reported $981K in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,632 in Professional & Technical Services (20,173 peers)

Charleston Healthcare Group, LLC multi-year trail

Charleston Healthcare Group, LLC's plans moved +41.6% in assets from 2022 to 2024; this filing shows Charleston Healthcare Group 401(k) Plan at $981K / 312 participants.

#3,632
in Professional & Technical Services (20,173 peers)
+11.5%
assets growth YoY

Charleston Healthcare Group 401(k) Plan among the smaller filed plans by assets

Charleston Healthcare Group 401(k) Plan vs every filed plan by assets

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

$980,788 23rd percentile higher than 23% 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

Charleston Healthcare Group 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. Charleston Healthcare Group 401(k) Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charleston Healthcare Group 401(k) Plan reported net income fell from $190K in the plan year 2023 filing to $101K in the plan year 2024 filing.
  • Charleston Healthcare Group 401(k) Plan end-of-year assets rose from $880K in the plan year 2023 filing to $981K in the plan year 2024 filing.
  • Charleston Healthcare Group 401(k) Plan reported participants rose from 307 in the plan year 2023 filing to 312 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 471406524 · Charleston Healthcare Group, LLC PY 2024 · 401(k)

Charleston Healthcare Group 401(k) Plan · $981K · 312 · 23rd

  • BOY $981K
  • BOY 312
  • BOY 23rd
  • BOY 401(k)
  • BOY near Cat Technologies, Inc. Retirement Plan
  • BOY ind #3632

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Charleston Healthcare Group 401(k) Plan in the asset neighbourhood

Charleston Healthcare Group 401(k) PlanCharleston Healthcare Group …$981KCat Technologies, Inc. Retirement PlanCat Technologies, Inc. Retir…$981KJames a Blackmore Construction, Inc. 401(k)James a Blackmore Constructi…$981KTpa and Co. 401(k) Plan$981KTulsair Beechcraft, Inc. 401(k) Profit Sharing PlanTulsair Beechcraft, Inc. 401…$980K
End-of-year total assets ($M) among Charleston Healthcare Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Charleston Healthcare Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Charleston Healthcare Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$981K 41.599773622388284% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.69M $0.98M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 299 $693K
2023 1 307 $880K
2024 1 312 $981K

Charleston Healthcare Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$880K
Net Assets (End of Year)$981K
Net Income$101K
Employer EIN471406524
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Charleston Healthcare Group 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Charleston Healthcare Group 401(k) Plan, Total assets ($B): 0.000980788 · Participants: 312Charleston Healthcare Group 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Charleston Healthcare Group 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Charleston Healthcare Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Cat Technologies, Inc. Retirement Plan in AZ ($981K); by covered participants it is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($981K here).

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Charleston Healthcare Group 401(k) Plan assets move in 2024?
Charleston Healthcare Group 401(k) Plan grew at a solid clip - up 11.5% during 2024, from $880K to $981K. Reported net income was $101K.
How have Charleston Healthcare Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Charleston Healthcare Group, LLC's sponsor-wide assets grew 41.6%, from $693K to $981K.
Where does Charleston Healthcare Group 401(k) Plan rank by assets among Form 5500 filers?
Charleston Healthcare Group 401(k) Plan ranks in the 23rd 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 Charleston Healthcare Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cat Technologies, Inc. Retirement Plan in AZ ($981K, 17 participants).
Which 401(k) plans cover a similar participant headcount to Charleston Healthcare Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants, $115M in assets).