401(k) · DOL Form 5500 · 2023
Charis & Doxa Creative Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $179,378
- Avg per participant Above avg balance/head
Official DOL plan name: Charis & Doxa Creative Inc. Retirement Plan · Sponsored by Charis & Doxa Creative Inc. · Kentucky · Wholesale Trade
$2M in assets, 9 participants
Charis & Doxa Creative Inc.'s Charis & Doxa Creative Inc. Retirement Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #1,102 in Wholesale Trade (6,309 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 / 9 participants.
- #1,102
- in Wholesale Trade (6,309 peers)
- +100.6%
- 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 2023 · DOL Form 5500
$1,614,402 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Charis & Doxa Creative Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charis & Doxa Creative Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charis & Doxa Creative Inc. Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 9 in the plan year 2023 filing.
- Charis & Doxa Creative Inc. Retirement Plan end-of-year assets rose from $805K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 882482900 · Charis & Doxa Creative Inc. PY 2023 · 401(k)
Charis & Doxa Creative Inc. Retirement Plan · $2M · 9 · 28th
- ASSETS $2M
- PCT 9
- EIN 28th
- RANK 401(k)
- PHOTO near Rxp Agency, LLC 401(k) Plan
- IND ind #1102
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. 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $805K |
| 2023 | 1 | 9 | $2M |
| 2024 | 1 | 11 | $2M |
Charis & Doxa Creative Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $805K |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $810K |
| Employer EIN | 882482900 |
| Plan Effective Date | 2022-07-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
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 Rxp Agency, LLC 401(k) Plan in OH ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Rxp Agency, LLC 401(k) Plan (OH) $2M · 188
- Iconic Marine Group 401(k) Plan (NC) $2M · 462
- Hawthorne/Stone 401(k) Plan (CA) $2M · 38
- Encore Label & Packaging 401(k) Plan (OH) $2M · 27
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.