401(k) · DOL Form 5500 · 2024
Chartwell Financial Advisory, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $176,378
- Avg per participant Above avg balance/head
Official DOL plan name: Chartwell 401(k) Profit Sharing Plan · Sponsored by Chartwell Financial Advisory, Inc. · Minnesota · Professional & Technical Services
$19M in assets, 109 participants
Chartwell Financial Advisory, Inc.'s Chartwell 401(k) Profit Sharing Plan reported $19M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #13,853 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Chartwell 401(k) Profit Sharing Plan covers 109 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $19M.
- #13,853
- in Professional & Technical Services (20,173 peers)
- +32.2%
- assets growth YoY
Chartwell 401(k) Profit Sharing Plan's outsized position by total assets
Chartwell 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,225,244 Top 30% higher than 70% 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 401(k) Profit Sharing 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. Chartwell 401(k) Profit Sharing Plan sits mid-pack in the medium band (109 participants).
Form 5500 schedule snapshot
Filing strip 364799908 · Chartwell Financial Advisory, Inc. PY 2024 · 401(k)
Chartwell 401(k) Profit Sharing Plan · $19M · 109 · 70th
- 5500 $19M
- ASSETS 109
- PCT 70th
- EIN 401(k)
- RANK near Tacala, LLC 401(k) Retirement Savings Plan
- PHOTO ind #13853
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 Minnesota →
Chartwell 401(k) Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $5M |
| Employer EIN | 364799908 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Chartwell 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Tacala, LLC 401(k) Retirement Savings Plan in AL ($19M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (109 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.