401(k) · DOL Form 5500 · 2024

Chartbeat Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
112
Participants Small participant base
63rd
Percentile by assets National rank
$124,790
Avg per participant Near avg balance/head
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Official DOL plan name: Chartbeat 401(k) Plan · Sponsored by Chartbeat Inc. · Texas · Information & Media

$14M in assets, 112 participants

Chartbeat Inc.'s Chartbeat 401(k) Plan reported $14M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,431 in Information & Media (2,822 peers)

Coverage in Texas

Chartbeat 401(k) Plan covers 112 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#1,431
in Information & Media (2,822 peers)
$3M
reported net income

Chartbeat 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Chartbeat 401(k) Plan vs every filed plan by assets

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

$13,976,436 Top 37% higher than 63% 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

Chartbeat 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. Chartbeat 401(k) Plan sits mid-pack in the medium band (112 participants).

Form 5500 schedule snapshot

Filing strip 264658341 · Chartbeat Inc. PY 2024 · 401(k)

Chartbeat 401(k) Plan · $14M · 112 · 63rd

  • ASSETS $14M
  • PCT 112
  • EIN 63rd
  • RANK 401(k)
  • PHOTO near The Frontier Technology 401(k) Plan
  • IND ind #1431

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 Information & Media retirement plans → · Plans in Texas →

Chartbeat 401(k) Plan in the asset neighbourhood

Chartbeat 401(k) Plan$14MThe Frontier Technology 401(k) PlanThe Frontier Technology 401(…$14MLongenecker & Associates, Inc. 401(k) PlanLongenecker & Associates, In…$14MCalumet Carton Company Employee Retirement TrustCalumet Carton Company Emplo…$14MWhen I Work, Inc. 401(k) Plan$14M
End-of-year total assets ($M) among Chartbeat 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN264658341
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Chartbeat 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Chartbeat 401(k) Plan, Total assets ($B): 0.013976436 · Participants: 112Chartbeat 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Chartbeat 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Chartbeat 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is The Frontier Technology 401(k) Plan in AZ ($14M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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

Which 401(k) plans are similar in size to Chartbeat 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Frontier Technology 401(k) Plan in AZ ($14M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Chartbeat 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 264658341.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.