401(k) · DOL Form 5500 · 2024

Charis & Doxa Creative Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
29th
Percentile by assets National rank
$179,772
Avg per participant Above avg balance/head
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Official DOL plan name: Charis & Doxa Creative Inc. Retirement Plan · Sponsored by Charis & Doxa Creative Inc. · Kentucky · Wholesale Trade

$2M in assets, 11 participants

Charis & Doxa Creative Inc.'s Charis & Doxa Creative Inc. Retirement Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,113 in Wholesale Trade (6,080 peers)

Charis & Doxa Creative Inc. multi-year trail

Charis & Doxa Creative Inc.'s plans moved +145.7% in assets from 2022 to 2024; this filing shows Charis & Doxa Creative Inc. Retirement Plan at $2M / 11 participants.

#1,113
in Wholesale Trade (6,080 peers)
+22.5%
assets growth YoY

Charis & Doxa Creative Inc. Retirement Plan among the smaller filed plans by assets

Charis & Doxa Creative Inc. Retirement Plan vs every filed plan by assets

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

$1,977,487 29th percentile higher than 29% 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

Charis & Doxa Creative Inc. Retirement 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. Charis & Doxa Creative Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charis & Doxa Creative Inc. Retirement Plan reported net income fell from $810K in the plan year 2023 filing to $363K in the plan year 2024 filing.
  • Charis & Doxa Creative Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Charis & Doxa Creative Inc. Retirement Plan reported participants rose from 9 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 882482900 · Charis & Doxa Creative Inc. PY 2024 · 401(k)

Charis & Doxa Creative Inc. Retirement Plan · $2M · 11 · 29th

  • 5500 $2M
  • 5500 11
  • 5500 29th
  • 5500 401(k)
  • 5500 near Knight Island Management 401(k) Plan
  • 5500 ind #1113

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 Kentucky →

Charis & Doxa Creative Inc. Retirement Plan in the asset neighbourhood

Charis & Doxa Creative Inc. Retirement PlanCharis & Doxa Creative Inc. …$2MKnight Island Management 401(k) PlanKnight Island Management 401…$2MEnumerate 401(k) Profit Sharing Plan and TrustEnumerate 401(k) Profit Shar…$2MThompson Engineering Company, Inc. 401(k) PlanThompson Engineering Company…$2MTugboat Management, LLC 401(k) PlanTugboat Management, LLC 401(…$2M
End-of-year total assets ($M) among Charis & Doxa Creative Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Charis & Doxa Creative Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charis & Doxa Creative Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 145.68107839483167% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.8M $1.98M ▲ +147.5%
Year Plans Participants Total Assets
2022 1 1 $805K
2023 1 9 $2M
2024 1 11 $2M

Charis & Doxa Creative Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$363K
Employer EIN882482900
Plan Effective Date2022-07-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Charis & Doxa Creative Inc. Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Charis & Doxa Creative Inc. Retirement Plan, Total assets ($B): 0.001977487 · Participants: 11Charis & Doxa Creative Inc. Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Charis & Doxa Creative Inc. Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Charis & Doxa Creative Inc. Retirement Plan side-by-side with 3 peers →

Charis & Doxa Creative Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Knight Island Management 401(k) Plan in MD ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Charis & Doxa Creative Inc. Retirement Plan assets move in 2024? ▼
Charis & Doxa Creative Inc. Retirement Plan grew sharply - up 22.5% during 2024, from $2M to $2M. Reported net income was $363K.
How have Charis & Doxa Creative Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charis & Doxa Creative Inc.'s sponsor-wide assets grew 145.7%, from $805K to $2M.
Which 401(k) plans are similar in size to Charis & Doxa Creative Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knight Island Management 401(k) Plan in MD ($2M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Charis & Doxa Creative Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 882482900.

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.