Profit Sharing · DOL Form 5500 · 2024
Chartwell Seventeen Advisory Group Inc. Profit Sharing Plan
Data updated 2026-08-25
- $943K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $943,058
- Avg per participant High balance/head
Official DOL plan name: Chartwell Seventeen Advisory Group Inc. Retirement Plan · Sponsored by Chartwell Seventeen Advisory Group Inc. · New York · Professional & Technical Services
$943K in assets, 1 participants
Chartwell Seventeen Advisory Group Inc.'s Chartwell Seventeen Advisory Group Inc. Retirement Plan reported $943K in total assets and 1 participant 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.
- #3,562 in Professional & Technical Services (20,173 peers)
Chartwell Seventeen Advisory Group Inc. multi-year trail
Chartwell Seventeen Advisory Group Inc.'s plans moved +76.6% in assets from 2022 to 2024; this filing shows Chartwell Seventeen Advisory Group Inc. Retirement Plan at $943K / 1 participant.
- #3,562
- in Professional & Technical Services (20,173 peers)
- -11.0%
- assets change YoY
The plan reported a net loss of $116K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Chartwell Seventeen Advisory Group Inc. Retirement Plan among the smaller filed plans by assets
Chartwell Seventeen Advisory Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$943,058 23rd percentile higher than 23% 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
Chartwell Seventeen Advisory Group 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. Chartwell Seventeen Advisory Group Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chartwell Seventeen Advisory Group Inc. Retirement Plan reported net income fell from $525K in the plan year 2023 filing to -$116K in the plan year 2024 filing.
- Chartwell Seventeen Advisory Group Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $943K in the plan year 2024 filing.
DOL schedule card
Filing strip 454951102 · Chartwell Seventeen Advisory Group Inc. PY 2024 · Profit Sharing
Chartwell Seventeen Advisory Group Inc. Retirement Plan · $943K · 1 · 23rd
- ASSETS $943K
- ASSETS 1
- ASSETS 23rd
- ASSETS Profit Sharing
- ASSETS near Jose Gomez Rivera, Md Retirement Plan
- ASSETS ind #3562
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 New York →
Chartwell Seventeen Advisory Group Inc. Retirement Plan in the asset neighbourhood
Chartwell Seventeen Advisory Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Chartwell Seventeen Advisory Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $943K 76.57649898236029% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $534K |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $943K |
Chartwell Seventeen Advisory Group Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $943K |
| Net Income | -$116K |
| Employer EIN | 454951102 |
| Plan Effective Date | 2012-04-03 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Chartwell Seventeen Advisory Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Jose Gomez Rivera, Md Retirement Plan in PR ($943K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($943K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.