401(k) · DOL Form 5500 · 2024

Charter Foods Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
685
Participants Below avg headcount
55th
Percentile by assets National rank
$14,250
Avg per participant Low balance/head
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Official DOL plan name: Charter Foods Inc. 401(k) Plan · Sponsored by Charter Foods Inc. · Tennessee · Food Services & Accommodation

$10M in assets, 685 participants

Charter Foods Inc.'s Charter Foods Inc. 401(k) Plan reported $10M in total assets and 685 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,100 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Charter Foods Inc. 401(k) Plan ranks #3,100 of 3,672 2024 filers by assets (200% of the sector average)-$10M for 685 participants.

#3,100
in Food Services & Accommodation (3,672 peers)
+25.6%
assets growth YoY

Charter Foods Inc. 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Charter Foods Inc. 401(k) Plan vs every filed plan by assets

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

$9,761,117 Top 45% higher than 55% 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 Foods Inc. 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. Charter Foods Inc. 401(k) Plan sits mid-pack in the medium band (685 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter Foods Inc. 401(k) Plan reported participants fell from 953 in the plan year 2023 filing to 685 in the plan year 2024 filing.
  • Charter Foods Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Charter Foods Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 621742741 · Charter Foods Inc. PY 2024 · 401(k)

Charter Foods Inc. 401(k) Plan · $10M · 685 · 55th

  • TYPE $10M
  • NET 685
  • BOOK 55th
  • VS-ST 401(k)
  • BOY near Derby Fabricating Solutions, LLC 401(k) Retirement Plan
  • SCH ind #3100

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 Food Services & Accommodation retirement plans → · Plans in Tennessee →

Charter Foods Inc. 401(k) Plan in the asset neighbourhood

Charter Foods Inc. 401(k) PlanCharter Foods Inc. 401(k) Pl…$10MDerby Fabricating Solutions, LLC 401(k) Retirement PlanDerby Fabricating Solutions,…$10MSparton Technology Corp. 401(k) Profit Sharing PlanSparton Technology Corp. 401…$10MVision Profile Extrusions USA Limited 401(k) PlanVision Profile Extrusions US…$10MRockydale Quarries Corporation 401(k) Profit Sharing PlanRockydale Quarries Corporati…$10M
End-of-year total assets ($M) among Charter Foods Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN621742741
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Foods Inc.)

Sponsor-wide plan assets over time

All Charter Foods Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 74.38868218333943% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.6M $9.76M ▲ +74.3%
Year Plans Participants Total Assets
2022 1 1,083 $6M
2023 1 953 $8M
2024 1 685 $10M

Nearby 401(k) Plans in Tennessee

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

Charter Foods Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Charter Foods Inc. 401(k) Plan, Total assets ($B): 0.009761117 · Participants: 685Charter Foods Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Charter Foods Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Charter Foods Inc. 401(k) Plan side-by-side with 3 peers →

Charter Foods Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Derby Fabricating Solutions, LLC 401(k) Retirement Plan in KY ($10M); by covered participants it is The Frank Fletcher Group 401(k) Plan in AR (685 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (685 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 Foods Inc. 401(k) Plan assets move in 2024? ▼
Charter Foods Inc. 401(k) Plan grew sharply - up 25.6% during 2024, from $8M to $10M. Reported net income was $2M.
How have Charter Foods Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Foods Inc.'s sponsor-wide assets grew 74.4%, from $6M to $10M.
Which 401(k) plans are similar in size to Charter Foods Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Derby Fabricating Solutions, LLC 401(k) Retirement Plan in KY ($10M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Charter Foods Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Frank Fletcher Group 401(k) Plan in AR (685 participants, $24M 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 621742741.

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.