401(k) · DOL Form 5500 · 2024

Chargebee, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
113
Participants Small participant base
55th
Percentile by assets National rank
$86,163
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chargebee 401(k) Plan · Sponsored by Chargebee, Inc. · Maryland · Professional & Technical Services

$10M in assets, 113 participants

Chargebee, Inc.'s Chargebee 401(k) Plan reported $10M in total assets and 113 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.

  • #10,780 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Chargebee 401(k) Plan covers 113 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $10M.

#10,780
in Professional & Technical Services (20,173 peers)
+24.9%
assets growth YoY

Chargebee 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Chargebee 401(k) Plan vs every filed plan by assets

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

$9,736,393 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

Chargebee 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. Chargebee 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chargebee 401(k) Plan reported participants fell from 155 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • Chargebee 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Chargebee 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 →

Published 5500 schedule card

Filing strip 990362987 · Chargebee, Inc. PY 2024 · 401(k)

Chargebee 401(k) Plan · $10M · 113 · 55th

  • EBSA $10M
  • PART 113
  • TYPE 55th
  • NET 401(k)
  • BOOK near E. W. Grobbel Sons,Inc. 401(k) P/S Plan
  • VS-ST ind #10780

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 Maryland →

Chargebee 401(k) Plan in the asset neighbourhood

Chargebee 401(k) Plan$10ME. W. Grobbel Sons,Inc. 401(k) P/S PlanE. W. Grobbel Sons,Inc. 401(…$10MStonegates 401(k) Plan$10MTeamsters Local 237 Savings and Investment Plan and TrustTeamsters Local 237 Savings …$10MIndigo It 401(k) Plan$10M
End-of-year total assets ($M) among Chargebee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN990362987
Plan Effective Date2018-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Chargebee, Inc.)

Sponsor-wide plan assets over time

All Chargebee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 69.3144398380657% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.75M $9.74M ▲ +69.4%
Year Plans Participants Total Assets
2022 1 127 $6M
2023 1 155 $8M
2024 1 113 $10M

Nearby 401(k) Plans in Maryland

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

Chargebee 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Chargebee 401(k) Plan, Total assets ($B): 0.009736393 · Participants: 113Chargebee 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Chargebee 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Chargebee 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is E. W. Grobbel Sons,Inc. 401(k) P/S Plan in MI ($10M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Chargebee 401(k) Plan assets move in 2024? ▼
Chargebee 401(k) Plan grew sharply - up 24.9% during 2024, from $8M to $10M. Reported net income was $2M.
How have Chargebee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chargebee, Inc.'s sponsor-wide assets grew 69.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Chargebee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is E. W. Grobbel Sons,Inc. 401(k) P/S Plan in MI ($10M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Chargebee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 990362987.

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.