401(k) · DOL Form 5500 · 2024
The Chartis Group, LLC 401(k) Plan
Data updated 2026-08-11
- $159M
- Total assets
- 759
- Participants
- 93rd
- Percentile by assets
- $208,885
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $159M
- total plan assets (2024 EOY)
- 759
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $208,885
- avg assets per participant
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.
Chartis Group, LLC 401(k) Plan vs the 2024 asset distribution
By assets, Chartis Group, LLC 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | $44M |
| Employer EIN | 364450952 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Chartis Group, LLC)
| 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
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Chartis Group, LLC 401(k) Plan by total assets, not by location.
- Rapid7 LLC 401(k) Plan (MA) $159M · 1,300
- Brp US Inc. 401(k) Savings Plan (WI) $159M · 1,813
- Ahf Savings and Investment Plan (CA) $159M · 2,763
- Shentel Management Company 401(k) Retirement Plan (VA) $159M · 825
Frequently Asked Questions
How did Chartis Group, LLC 401(k) Plan assets move in 2024? ▼
How have The Chartis Group, LLC plan assets changed over time? ▼
Where does Chartis Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Chartis Group, LLC 401(k) Plan? ▼
Next read for Chartis Group, LLC 401(k) Plan
Scale reading
Ways to act on Chartis Group, LLC 401(k) Plan's numbers.
- By total assets, Chartis Group, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- The Chartis Group, LLC's sponsor-wide assets have grown 90.8% since 2022 across 3 plan years on file. More Finance & Insurance plans