401(k) · DOL Form 5500 · 2024

New Charter Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
962
Participants Near avg headcount
85th
Percentile by assets National rank
$58,034
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New Charter Technologies 401(k) Plan · Sponsored by New Charter Technologies, Inc. · Colorado · Professional & Technical Services

$56M in assets, 962 participants

New Charter Technologies, Inc.'s New Charter Technologies 401(k) Plan reported $56M in total assets and 962 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,386 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

New Charter Technologies 401(k) Plan covers 962 participants in Colorado, 2.6x the typical Colorado plan (state average ~376 per filing). Assets: $56M.

#17,386
in Professional & Technical Services (20,173 peers)
+41.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

New Charter Technologies 401(k) Plan's outsized position by total assets

New Charter Technologies 401(k) Plan vs every filed plan by assets

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

$55,828,805 Top 15% higher than 85% 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

New Charter Technologies 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. New Charter Technologies 401(k) Plan sits mid-pack in the medium band (962 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Charter Technologies 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • New Charter Technologies 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • New Charter Technologies 401(k) Plan reported participants rose from 823 in the plan year 2023 filing to 962 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 842903212 · New Charter Technologies, Inc. PY 2024 · 401(k)

New Charter Technologies 401(k) Plan · $56M · 962 · 85th

  • VS-ST $56M
  • VS-ST 962
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Ferrotec Tax Savings Deposit and Investment Plan
  • VS-ST ind #17386

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 Professional & Technical Services retirement plans → · Plans in Colorado →

New Charter Technologies 401(k) Plan in the asset neighbourhood

The Mennel Milling Company Savings and Investment Plan and TrustThe Mennel Milling Company S…$56MNew Charter Technologies 401(k) PlanNew Charter Technologies 401…$56MFerrotec Tax Savings Deposit and Investment PlanFerrotec Tax Savings Deposit…$56MFiscalnote 401(k) Retirement PlanFiscalnote 401(k) Retirement…$56MHome Bank, N.a. Profit Sharing and 401(k) PlanHome Bank, N.a. Profit Shari…$56M
End-of-year total assets ($M) among New Charter Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$56M
Net Income$12M
Employer EIN842903212
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Charter Technologies, Inc.)

Sponsor-wide plan assets over time

All New Charter Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 407.066844793262% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $11M $55.8M ▲ +407.1%
Year Plans Participants Total Assets
2022 1 337 $11M
2023 1 823 $39M
2024 1 962 $56M

Nearby 401(k) Plans in Colorado

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

New Charter Technologies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants New Charter Technologies 401(k) Plan, Total assets ($B): 0.055828805 · Participants: 962New Charter Technologies 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
New Charter Technologies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare New Charter Technologies 401(k) Plan side-by-side with 3 peers →

New Charter Technologies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Ferrotec Tax Savings Deposit and Investment Plan in NH ($56M); by covered participants it is Cumberland Family Medical Center Safe Harbor 401(k) Plan in KY (962 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (962 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 New Charter Technologies 401(k) Plan assets move in 2024? ▼
New Charter Technologies 401(k) Plan surged - up 41.5% during 2024, from $39M to $56M. Reported net income was $12M.
How have New Charter Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Charter Technologies, Inc.'s sponsor-wide assets grew 407.1%, from $11M to $56M.
Where does New Charter Technologies 401(k) Plan rank by assets among Form 5500 filers? ▼
New Charter Technologies 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to New Charter Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ferrotec Tax Savings Deposit and Investment Plan in NH ($56M, 302 participants).
Which 401(k) plans cover a similar participant headcount to New Charter Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cumberland Family Medical Center Safe Harbor 401(k) Plan in KY (962 participants, $60M 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 842903212.

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.