401(k) · DOL Form 5500 · 2024

The Chartis Group, LLC 401(k) Plan

Data updated 2026-08-25

$159M
Total assets Near avg plan size
759
Participants Near avg headcount
93rd
Percentile by assets National rank
$208,885
Avg per participant Above avg balance/head
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Official DOL plan name: Chartis Group, LLC 401(k) Plan · Sponsored by The Chartis Group, LLC · Illinois · Finance & Insurance

$159M in assets, 759 participants

The Chartis Group, LLC's Chartis Group, LLC 401(k) Plan reported $159M in total assets and 759 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,625 in Finance & Insurance (8,549 peers)

Where Chartis Group, LLC 401(k) Plan sits by assets

Chartis Group, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $159M for 759 participants (~$208,885/participant), up 38.0% in 2024.

#7,625
in Finance & Insurance (8,549 peers)
+38.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Chartis Group, LLC 401(k) Plan's outsized position by total assets

Chartis Group, LLC 401(k) Plan vs every filed plan by assets

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

$158,543,369 Top 7% higher than 93% 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

Chartis Group, LLC 401(k) 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. Chartis Group, LLC 401(k) Plan sits mid-pack in the medium band (759 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chartis Group, LLC 401(k) Plan end-of-year assets rose from $115M in the plan year 2023 filing to $159M in the plan year 2024 filing.
  • Chartis Group, LLC 401(k) Plan reported net income rose from $32M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Chartis Group, LLC 401(k) Plan reported participants rose from 628 in the plan year 2023 filing to 759 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364450952 · The Chartis Group, LLC PY 2024 · 401(k)

Chartis Group, LLC 401(k) Plan · $159M · 759 · 93rd

  • ASSETS $159M
  • ASSETS 759
  • ASSETS 93rd
  • ASSETS 401(k)
  • ASSETS near Rapid7 LLC 401(k) Plan
  • ASSETS ind #7625

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 Finance & Insurance retirement plans → · Plans in Illinois →

Chartis Group, LLC 401(k) Plan in the asset neighbourhood

Shentel Management Company 401(k) Retirement PlanShentel Management Company 4…$159MAhf Savings and Investment PlanAhf Savings and Investment P…$159MBrp US Inc. 401(k) Savings PlanBrp US Inc. 401(k) Savings P…$159MChartis Group, LLC 401(k) PlanChartis Group, LLC 401(k) Pl…$159MRapid7 LLC 401(k) Plan$159M
End-of-year total assets ($M) among Chartis Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$159M
Net Income$44M
Employer EIN364450952
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Chartis Group, LLC)

Sponsor-wide plan assets over time

All The Chartis Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$159M 90.76614841319845% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $83.1M $159M ▲ +90.8%
Year Plans Participants Total Assets
2022 1 495 $83M
2023 1 628 $115M
2024 1 759 $159M

Nearby 401(k) Plans in Illinois

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

Chartis Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Chartis Group, LLC 401(k) Plan, Total assets ($B): 0.158543369 · Participants: 759Chartis Group, LLC 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
Chartis Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Chartis Group, LLC 401(k) Plan side-by-side with 3 peers →

Chartis Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rapid7 LLC 401(k) Plan in MA ($159M); by covered participants it is Itc Savings & Investment Plan in MI (759 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($159M here).

Similar participant headcount

Nearest other-state filings by covered participants (759 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 Chartis Group, LLC 401(k) Plan assets move in 2024? ▼
Chartis Group, LLC 401(k) Plan surged - up 38.0% during 2024, from $115M to $159M. Reported net income was $44M.
How have The Chartis Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Chartis Group, LLC's sponsor-wide assets grew 90.8%, from $83M to $159M.
Where does Chartis Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Chartis Group, LLC 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Chartis Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rapid7 LLC 401(k) Plan in MA ($159M, 1,300 participants).
Which 401(k) plans cover a similar participant headcount to Chartis Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Itc Savings & Investment Plan in MI (759 participants, $376M 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 364450952.

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.