401(k) · DOL Form 5500 · 2024

St. Charles Trading, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
89
Participants Small participant base
52nd
Percentile by assets National rank
$92,496
Avg per participant Below avg balance/head
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Official DOL plan name: St. Charles Trading, Inc. 401(k) Plan · Sponsored by St. Charles Trading, Inc. · Illinois · Wholesale Trade

$8M in assets, 89 participants

St. Charles Trading, Inc.'s St. Charles Trading, Inc. 401(k) Plan reported $8M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,556 in Wholesale Trade (6,080 peers)

St. Charles Trading, Inc. multi-year trail

St. Charles Trading, Inc.'s plans moved +33.9% in assets from 2022 to 2024; this filing shows St. Charles Trading, Inc. 401(k) Plan at $8M / 89 participants.

#2,556
in Wholesale Trade (6,080 peers)
+3.8%
assets growth YoY

St. Charles Trading, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

St. Charles Trading, Inc. 401(k) Plan vs every filed plan by assets

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

$8,232,172 Top 48% higher than 52% 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

St. Charles Trading, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Charles Trading, Inc. 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • St. Charles Trading, Inc. 401(k) Plan reported net income rose from -$816K in the plan year 2022 filing to $300K in the plan year 2024 filing.
  • St. Charles Trading, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2024 filing.
  • St. Charles Trading, Inc. 401(k) Plan reported participants rose from 76 in the plan year 2022 filing to 89 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363319348 · St. Charles Trading, Inc. PY 2024 · 401(k)

St. Charles Trading, Inc. 401(k) Plan · $8M · 89 · 52nd

  • PCT $8M
  • EIN 89
  • RANK 52nd
  • PHOTO 401(k)
  • IND near John Ball Zoo 401(k) Profit Sharing Plan
  • EOY ind #2556

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 Wholesale Trade retirement plans → · Plans in Illinois →

St. Charles Trading, Inc. 401(k) Plan in the asset neighbourhood

St. Charles Trading, Inc. 401(k) PlanSt. Charles Trading, Inc. 40…$8MJohn Ball Zoo 401(k) Profit Sharing PlanJohn Ball Zoo 401(k) Profit …$8MYouth for Change 401(k) Profit Sharing PlanYouth for Change 401(k) Prof…$8ME&e Foods, Inc. 401(k) Profit Sharing PlanE&e Foods, Inc. 401(k) Profi…$8MPriority Plastics Inc. 401(k) PlanPriority Plastics Inc. 401(k…$8M
End-of-year total assets ($M) among St. Charles Trading, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

St. Charles Trading, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All St. Charles Trading, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 33.87498009887222% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 20222024 $6.15M $8.23M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 76 $6M
2024 1 89 $8M

St. Charles Trading, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$300K
Employer EIN363319348
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

St. Charles Trading, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants St. Charles Trading, Inc. 401(k) Plan, Total assets ($B): 0.008232172 · Participants: 89St. Charles Trading, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
St. Charles Trading, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare St. Charles Trading, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is John Ball Zoo 401(k) Profit Sharing Plan in MI ($8M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 St. Charles Trading, Inc. 401(k) Plan assets move in 2024? ▼
St. Charles Trading, Inc. 401(k) Plan edged up modestly - up 3.8% during 2024, from $8M to $8M. Reported net income was $300K.
How have St. Charles Trading, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), St. Charles Trading, Inc.'s sponsor-wide assets grew 33.9%, from $6M to $8M.
Which 401(k) plans are similar in size to St. Charles Trading, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Ball Zoo 401(k) Profit Sharing Plan in MI ($8M, 126 participants).
Which 401(k) plans cover a similar participant headcount to St. Charles Trading, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants, $20M 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 363319348.

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.