401(k) · DOL Form 5500 · 2024

Charter Brokerage, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
174
Participants Small participant base
78th
Percentile by assets National rank
$180,648
Avg per participant Above avg balance/head
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Official DOL plan name: Charter Brokerage, LLC 401(k) Profit Sharing Plan · Sponsored by Charter Brokerage, LLC · Connecticut · Professional & Technical Services

$31M in assets, 174 participants

Charter Brokerage, LLC's Charter Brokerage, LLC 401(k) Profit Sharing Plan reported $31M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,764 in Professional & Technical Services (20,173 peers)

Coverage in Connecticut

Charter Brokerage, LLC 401(k) Profit Sharing Plan covers 174 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $31M.

#15,764
in Professional & Technical Services (20,173 peers)
+13.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Charter Brokerage, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Charter Brokerage, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$31,432,756 Top 22% higher than 78% 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 Brokerage, LLC 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. Charter Brokerage, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter Brokerage, LLC 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Charter Brokerage, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Charter Brokerage, LLC 401(k) Profit Sharing Plan reported participants rose from 162 in the plan year 2023 filing to 174 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 050562792 · Charter Brokerage, LLC PY 2024 · 401(k)

Charter Brokerage, LLC 401(k) Profit Sharing Plan · $31M · 174 · 78th

  • BOY $31M
  • SCH 174
  • EBSA 78th
  • PART 401(k)
  • TYPE near Hino Motors Sales, U.S.a., Inc. Savings Plan
  • NET ind #15764

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 Connecticut →

Charter Brokerage, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and TrustWest Florida Medical Associa…$31MCharter Brokerage, LLC 401(k) Profit Sharing PlanCharter Brokerage, LLC 401(k…$31MHino Motors Sales, U.S.a., Inc. Savings PlanHino Motors Sales, U.S.a., I…$31MProfit Sharing Plan for River Valley Bancorporation, Inc. and Related EmployersProfit Sharing Plan for Rive…$31MPandi Capital LLC 401(k) Plan$31M
End-of-year total assets ($M) among Charter Brokerage, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN050562792
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Brokerage, LLC)

Sponsor-wide plan assets over time

All Charter Brokerage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 36.76441673176149% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23M $31.4M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 164 $23M
2023 1 162 $28M
2024 1 174 $31M

Nearby 401(k) Plans in Connecticut

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

Charter Brokerage, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Charter Brokerage, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.031432756 · Participants: 174Charter Brokerage, LLC 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Charter Brokerage, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Charter Brokerage, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Charter Brokerage, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Hino Motors Sales, U.S.a., Inc. Savings Plan in MI ($31M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Brokerage, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Charter Brokerage, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 13.2% during 2024, from $28M to $31M. Reported net income was $4M.
How have Charter Brokerage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Brokerage, LLC's sponsor-wide assets grew 36.8%, from $23M to $31M.
Where does Charter Brokerage, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Charter Brokerage, LLC 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charter Brokerage, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hino Motors Sales, U.S.a., Inc. Savings Plan in MI ($31M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Charter Brokerage, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta Systems, Inc. 401(k) Plan in OH (174 participants, $15M 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 050562792.

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.