401(k) · DOL Form 5500 · 2024

Charles & Alice, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 80
Participants Small participant base: 28th
Percentile by assets National rank: $21,246
Avg per participant Low balance/head

Official DOL plan name: Charles & Alice, Inc. 401(k) Plan & Trust · Sponsored by Charles & Alice, Inc. · Pennsylvania · Retail Trade

$2M in assets, 80 participants

Charles & Alice, Inc.'s Charles & Alice, Inc. 401(k) Plan & Trust reported $2M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

#3,261 in Retail Trade (8,048 peers)

What the 2024 filing shows

Charles & Alice, Inc. 401(k) Plan & Trust holds $2M for 80 participants - about $21,246 per participant, in the lower half of filed plans by assets.

#3,261
in Retail Trade (8,048 peers): -1.4%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles & Alice, Inc. 401(k) Plan & Trust among the smaller filed plans by assets

Charles & Alice, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$1,699,686 28th percentile higher than 28% 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 & Alice, Inc. 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles & Alice, Inc. 401(k) Plan & Trust is a small filing (80 participants) on this national headcount ladder.

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%)

EBSA filing schedule strip

Filing strip 274248771 · Charles & Alice, Inc. PY 2024 · 401(k)

Charles & Alice, Inc. 401(k) Plan & Trust · $2M · 80 · 28th

IND $2M
EOY 80
5500 28th
ASSETS 401(k)
PCT near Tactics 401(k) Plan
EIN ind #3261

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 Retail Trade retirement plans → · Plans in Pennsylvania →

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

Filing particulars (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$24K
Employer EIN	274248771
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Charles & Alice, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Charles & Alice, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Charles & Alice, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Tactics 401(k) Plan in TN ($2M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Tactics 401(k) Plan (TN) $2M · 2
Dr. Yong Liang Medical Office, Inc. 401(k) Plan (CA) $2M · 3
Prakash Pediatrics, LLC 401(k) Profit Sharing Plan (CT) $2M · 3
Buffalo Run Casino 401(k) Profit Sharing Plan and Trust (OK) $2M · 194

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

Lewa America Inc 401(k) Profit Sharing Plan & Trust (MA) 80 · 0 off
Rmcp 401(k) (CO) 80 · 0 off
Gana-A'yoo, Limited 401(k) Retirement Plan (AK) 80 · 0 off
Sojitz De Puerto Rico Corporation 1165(e) Plan (PR) 80 · 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 & Alice, Inc. 401(k) Plan & Trust assets move in 2024? ▼

Charles & Alice, Inc. 401(k) Plan & Trust edged down modestly - down 1.4% during 2024, from $2M to $2M. Reported net income was -$24K.

Which 401(k) plans are similar in size to Charles & Alice, Inc. 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Tactics 401(k) Plan in TN ($2M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Charles & Alice, Inc. 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A 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 274248771.