401(k) · DOL Form 5500 · 2024

Charter School Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,533
Participants Near avg headcount
58th
Percentile by assets National rank
$7,379
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charter School 401(k) Retirement Plan · Sponsored by Charter School Associates, Inc. · Florida · Educational Services

$11M in assets, 1,533 participants

Charter School Associates, Inc.'s Charter School 401(k) Retirement Plan reported $11M in total assets and 1,533 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,505 in Educational Services (3,638 peers)

Coverage in Florida

Charter School 401(k) Retirement Plan covers 1,533 participants in Florida, 2.4x the typical Florida plan (state average ~628 per filing). Assets: $11M.

#1,505
in Educational Services (3,638 peers)
+23.3%
assets growth YoY

Charter School 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Charter School 401(k) Retirement Plan vs every filed plan by assets

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

$11,311,532 Top 42% higher than 58% 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

Charter School 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter School 401(k) Retirement Plan lands in the large band (1,533 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter School 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Charter School 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Charter School 401(k) Retirement Plan reported participants rose from 1,482 in the plan year 2023 filing to 1,533 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 311819379 · Charter School Associates, Inc. PY 2024 · 401(k)

Charter School 401(k) Retirement Plan · $11M · 1,533 · 58th

  • VS-ST $11M
  • BOY 1,533
  • SCH 58th
  • EBSA 401(k)
  • PART near North Central Texas Community Health Care Center, Inc. 401(k) Savings Plan
  • TYPE ind #1505

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 Educational Services retirement plans → · Plans in Florida →

Charter School 401(k) Retirement Plan in the asset neighbourhood

Charter School 401(k) Retirement PlanCharter School 401(k) Retire…$11MNorth Central Texas Community Health Care Center, Inc. 401(k) Savings PlanNorth Central Texas Communit…$11MWarren Properties, Inc. Profit Sharing & Savings PlanWarren Properties, Inc. Prof…$11MCatalyst Construction 401(k) PlanCatalyst Construction 401(k)…$11MSempris, LLC 401(k) Retirement PlanSempris, LLC 401(k) Retireme…$11M
End-of-year total assets ($M) among Charter School 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN311819379
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter School Associates, Inc.)

Sponsor-wide plan assets over time

All Charter School Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 52.86329169690409% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.4M $11.3M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 1,442 $7M
2023 1 1,482 $9M
2024 1 1,533 $11M

Nearby 401(k) Plans in Florida

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

Charter School 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Charter School 401(k) Retirement Plan, Total assets ($B): 0.011311532 · Participants: 1533Charter School 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Charter School 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Charter School 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is North Central Texas Community Health Care Center, Inc. 401(k) Savings Plan in TX ($11M); by covered participants it is Agape Management Services, Inc. 401(k) Retirement Plan in SC (1,533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,533 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 Charter School 401(k) Retirement Plan assets move in 2024? ▼
Charter School 401(k) Retirement Plan grew sharply - up 23.3% during 2024, from $9M to $11M. Reported net income was $2M.
How have Charter School Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter School Associates, Inc.'s sponsor-wide assets grew 52.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Charter School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Central Texas Community Health Care Center, Inc. 401(k) Savings Plan in TX ($11M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Charter School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agape Management Services, Inc. 401(k) Retirement Plan in SC (1,533 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 311819379.

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.