401(k) · DOL Form 5500 · 2024

Charter West Bank 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
135
Participants Small participant base
65th
Percentile by assets National rank
$116,471
Avg per participant Below avg balance/head
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Official DOL plan name: Charter West Bank Employees 401(k) Profit Sharing Plan and Trust · Sponsored by Charter West Bank · Nebraska · Finance & Insurance

$16M in assets, 135 participants

Charter West Bank's Charter West Bank Employees 401(k) Profit Sharing Plan and Trust reported $16M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,233 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust covers 135 participants in Nebraska, about 24% of the average Nebraska filer (state average ~552 per filing). Assets: $16M.

#4,233
in Finance & Insurance (8,549 peers)
+14.0%
assets growth YoY

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$15,723,652 Top 35% higher than 65% 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

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust 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. Charter West Bank Employees 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter West Bank Employees 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Charter West Bank Employees 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Charter West Bank Employees 401(k) Profit Sharing Plan and Trust reported participants fell from 144 in the plan year 2023 filing to 135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 470679592 · Charter West Bank PY 2024 · 401(k)

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust · $16M · 135 · 65th

  • EBSA $16M
  • EBSA 135
  • EBSA 65th
  • EBSA 401(k)
  • EBSA near Association of Texas Professional Educators Employee Plan and Trust
  • EBSA ind #4233

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 Nebraska →

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Charter West Bank Employees 401(k) Profit Sharing Plan and TrustCharter West Bank Employees …$16MAssociation of Texas Professional Educators Employee Plan and TrustAssociation of Texas Profess…$16MSchumann Printers, Inc. Retirement ProgramSchumann Printers, Inc. Reti…$16MHuman Active Technology, LLC. 401(k) Profit Sharing PlanHuman Active Technology, LLC…$16MCortec Corporation 401(k) PlanCortec Corporation 401(k) Pl…$16M
End-of-year total assets ($M) among Charter West Bank Employees 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN470679592
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter West Bank)

Sponsor-wide plan assets over time

All Charter West Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.3110882817011% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $15.7M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 143 $11M
2023 1 144 $14M
2024 1 135 $16M

Nearby 401(k) Plans in Nebraska

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

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Charter West Bank Employees 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.015723652 · Participants: 135Charter West Bank Employees 401(k) Profit Sharing Plan and TrustHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Charter West Bank Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Charter West Bank Employees 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Charter West Bank Employees 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Association of Texas Professional Educators Employee Plan and Trust in TX ($16M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Charter West Bank Employees 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Charter West Bank Employees 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.0% during 2024, from $14M to $16M. Reported net income was $2M.
How have Charter West Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter West Bank's sponsor-wide assets grew 37.3%, from $11M to $16M.
Which 401(k) plans are similar in size to Charter West Bank Employees 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Association of Texas Professional Educators Employee Plan and Trust in TX ($16M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Charter West Bank Employees 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 participants, N/A 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 470679592.

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.