401(k) · DOL Form 5500 · 2024

Elizabeth Charles Corporation 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
247
Participants Below avg headcount
52nd
Percentile by assets National rank
$33,313
Avg per participant Low balance/head
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Official DOL plan name: Elizabeth Charles Corporation 401(k) Profit Sharing Plan · Sponsored by Elizabeth Charles Corporation · Minnesota · Other Services

$8M in assets, 247 participants

Elizabeth Charles Corporation's Elizabeth Charles Corporation 401(k) Profit Sharing Plan reported $8M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,530 in Other Services (7,719 peers)

Coverage in Minnesota

Elizabeth Charles Corporation 401(k) Profit Sharing Plan covers 247 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#5,530
in Other Services (7,719 peers)
+16.1%
assets growth YoY

Elizabeth Charles Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Elizabeth Charles Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,228,239 Top 48% higher than 52% 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

Elizabeth Charles Corporation 401(k) Profit Sharing 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. Elizabeth Charles Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elizabeth Charles Corporation 401(k) Profit Sharing Plan reported net income rose from $956K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Elizabeth Charles Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Elizabeth Charles Corporation 401(k) Profit Sharing Plan reported participants rose from 237 in the plan year 2023 filing to 247 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411758248 · Elizabeth Charles Corporation PY 2024 · 401(k)

Elizabeth Charles Corporation 401(k) Profit Sharing Plan · $8M · 247 · 52nd

  • IND $8M
  • EOY 247
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Ovare Group Inc. 401(k) Plan
  • EIN ind #5530

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 Other Services retirement plans → · Plans in Minnesota →

Elizabeth Charles Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Elizabeth Charles Corporation 401(k) Profit Sharing PlanElizabeth Charles Corporatio…$8MOvare Group Inc. 401(k) Plan$8MLifeways Inc. 401(k) Plan$8MLas Vegas Athletic Clubs 401(k) Plan and TrustLas Vegas Athletic Clubs 401…$8MMitchell Plastics 401(k) Plan$8M
End-of-year total assets ($M) among Elizabeth Charles Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN411758248
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elizabeth Charles Corporation)

Sponsor-wide plan assets over time

All Elizabeth Charles Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.13532341682368% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.13M $8.23M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 230 $6M
2023 1 237 $7M
2024 1 247 $8M

Nearby 401(k) Plans in Minnesota

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

Elizabeth Charles Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Elizabeth Charles Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.008228239 · Participants: 247Elizabeth Charles Corporation 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Elizabeth Charles Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Elizabeth Charles Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Elizabeth Charles Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ovare Group Inc. 401(k) Plan in KY ($8M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Elizabeth Charles Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
Elizabeth Charles Corporation 401(k) Profit Sharing Plan grew sharply - up 16.1% during 2024, from $7M to $8M. Reported net income was $1M.
How have Elizabeth Charles Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elizabeth Charles Corporation's sponsor-wide assets grew 34.1%, from $6M to $8M.
Which 401(k) plans are similar in size to Elizabeth Charles Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ovare Group Inc. 401(k) Plan in KY ($8M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Elizabeth Charles Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Propex 401(k) Savings Plan in TN (247 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 411758248.

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.