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
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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, 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

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 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.

See the national 2022→2023 release diff →

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. Retirement PlanCharis & Doxa Creative Inc. …$2MRxp Agency, LLC 401(k) Plan$2MIconic Marine Group 401(k) PlanIconic Marine Group 401(k) P…$2MHawthorne/Stone 401(k) Plan$2MEncore Label & Packaging 401(k) PlanEncore Label & Packaging 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 2023.

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 (2023)

Total Assets (Beginning of Year)$805K
Net Assets (End of Year)$2M
Net Income$810K
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): 0.001614402 · Participants: 9Charis & Doxa Creative Inc. Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Charis & Doxa Creative Inc. Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

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).

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.

Frequently Asked Questions

How did Charis & Doxa Creative Inc. Retirement Plan assets move in 2023?
Charis & Doxa Creative Inc. Retirement Plan surged - up 100.6% during 2023, from $805K to $2M. Reported net income was $810K.
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 Rxp Agency, LLC 401(k) Plan in OH ($2M, 188 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 Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).